D L CARLSON INVESTMENT GROUP INC
All 13F Filings
- Location
- Concord, NH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 628,149
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 133 | 628,149 | 13F-HR | D L CARLSON INVESTMENT GROUP INC |
| Q1 2026 | 5/13/2026 | 135 | 581,797 | 13F-HR | D L CARLSON INVESTMENT GROUP INC |
| 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 | 346 K | 55.1% | 23.2 K | 0 | 23.2 K |
| ETFs | 278.1 K | 44.3% | 21.51 K | 0 | 21.51 K |
| Debt | 4.051 K | 0.6% | 1.643 K | 0 | 1.643 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
628,149
Holdings
133
QoQ value change ($000)
46,352
(8.0%)
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.