Carroll Investors, Inc
All 13F Filings
- Location
- Mt Pleasant, SC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 234,016
- Description
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- Website
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- 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 | 8/3/2026 | 31 | 234,016 | 13F-HR | Carroll Investors, Inc |
| Q1 2026 | 5/15/2026 | 31 | 187,058 | 13F-HR | Carroll Investors, Inc |
| Q4 2025 | 2/13/2026 | 31 | 209,266 | 13F-HR | Carroll Investors, Inc |
| Q3 2025 | 11/12/2025 | 30 | 206,456 | 13F-HR | Carroll Investors, Inc |
| Q2 2025 | 8/13/2025 | 31 | 188,727 | 13F-HR | Carroll Investors, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 233.4 K | 99.7% | 46.87 K | 0 | 46.87 K |
| ETFs | 654 | 0.3% | 90 | 0 | 90 |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
234,016
Holdings
31
QoQ value change ($000)
46,958
(25.1%)
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.