D L Carlson Investment Group Inc.
Annual return '25
+35.4%
SPY '25
+17.7%
Alpha
+17.7ptsvs SPY
Invested
$581.8M
Holdings
141
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHB
SCHWAB STRATEGIC TR
Q4 2025: New position (10.8k shares)
11.2%
02
$GVI
ISHARES TR
Held since at least Q1 2024
9.3%
03
$AAPL
APPLE INC
Q1 2026: Sold 99.9% (755.7k → 440 shares)
3.8%
04
$AVDE
AMERICAN CENTY ETF TR
Held since at least Q1 2024
3.6%
05
$GOOGL
ALPHABET INC
Q1 2026: Sold 99.7% (1.03M → 3.0k shares)
3.6%
06
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +314672.0% (286 → 900.2k shares)
3.4%
07
$MSFT
MICROSOFT CORP
Q1 2026: Sold 72.0% (375 → 105 shares)
2.8%
08
$AGG
ISHARES TR
Held since at least Q1 2024
2.6%
09
$IGSB
ISHARES TR
Held since at least Q1 2024
2.1%
10
$AMZN
AMAZON COM INC
Q1 2026: Increased +103992.3% (600 → 624.6k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:22 UTC.