D L CARLSON INVESTMENT GROUP INC
All 13F Filings
- Location
- Concord, NH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 592,802
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 135 | 592,802 | 13F-HR | D L CARLSON INVESTMENT GROUP INC |
| Q3 2025 | 11/14/2025 | 138 | 595,845 | 13F-HR | D L CARLSON INVESTMENT GROUP INC |
| Q2 2014 | 8/8/2014 | 128 | 274,751 | 13F-HR | D L CARLSON INVESTMENT GROUP INC |
| Q1 2014 | 5/6/2014 | 125 | 266,091 | 13F-HR | D L CARLSON INVESTMENT GROUP INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 433.6 K | 73.1% | 0 | 2.1 K | -2.1 K |
| ETFs | 156.7 K | 26.4% | 0 | 968 | -968 |
| Debt | 0 | 0.0% | 0 | 253 | -253 |
| Other | 2.526 K | 0.4% | 287 | 0 | 287 |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
592,802
Holdings
135
QoQ value change ($000)
-3,043
(-0.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.