D L CARLSON INVESTMENT GROUP INC
RIA/Wealth
D L CARLSON INVESTMENT GROUP INC is a RIA/Wealth based in Concord, NH led by David Littlefield Carlson, reporting $698.4M in AUM as of Q3 2025 with 38% ETF concentration.
ChairmanDavid Littlefield Carlson
- Portfolio Value
- $595.8M
- Positions
- 138
- Top Holding
- SCHB at 11.26%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in D L CARLSON INVESTMENT GROUP INC's portfolio (45.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $67.1M | 11.26% | -$188.8K Sold | — 2.6M shares | |
ETF ETF | $48.4M | 8.12% | +$5.3M Bought | — 450.3K shares | |
Software - Infrastructure Technology | $26.5M | 4.44% | +$679.0K Bought | 0.00% 51.1K shares | |
Consumer Electronics Technology | $23.2M | 3.89% | +$187.7K Bought | 0.00% 90.9K shares | |
Internet Content & Information Communication Services | $21.9M | 3.68% | -$107.0K Sold | 0.00% 90.1K shares | |
Semiconductors Technology | $21.5M | 3.61% | -$36.9K Sold | 0.00% 115.4K shares | |
ETF ETF | $18.2M | 3.06% | +$1.5M Bought | — 343.5K shares | |
ETF ETF | $15.6M | 2.61% | +$1.6M Bought | — 197.2K shares | |
Specialty Retail Consumer Cyclical | $15.1M | 2.54% | -$739.7K Sold | 0.00% 68.9K shares | |
Banks - Diversified Financial Services | $11.6M | 1.95% | +$409.1K Bought | 0.00% 36.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in D L CARLSON INVESTMENT GROUP INC's latest filing
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Market Value
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for D L CARLSON INVESTMENT GROUP INC
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