D L CARLSON INVESTMENT GROUP INC Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for D L CARLSON INVESTMENT GROUP INC with $595.8M in long positions as of Q3 2025, 38% allocated to ETF, and 45% concentrated in top 10 positions.
- Portfolio Value
- $595.8M
- Top 10 Concentration
- 45%
- Top Sector
- ETF (38%)
- US Exposure
- 99%
- Market Cap Focus
- N/A
- Countries
- 4
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
No industry data available
Market Cap Distribution
Portfolio Concentration
Geographic Exposure
Portfolio breakdown by country of incorporation
Domestic (US)
International
Countries
Largest Int'l Market
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
- Avg. Top 10
- 29.2 quarters
- Avg. Top 20
- 19.8 quarters
- Avg. All Positions
- 18.3 quarters
- Median Holding Period
- 9 quarters
- Persistence Rate
- 80.43%
- Persistent Holdings Weight
- 86.18%
- Persistent Positions
- 111
- Longest Held
Exxon Mobil CorporationXOM - 49 quarters
Position Sizing & Influence
No data available
Portfolio Turnover
No data available