§ 13F · FUND PROFILE
D L CARLSON INVESTMENT GROUP INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 135Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$592.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | 2.60M | $68.1T | 11.5% | NEW |
| 2 | GVI | ISHARES TR | 467K | $50.1T | 8.5% | NEW |
| 3 | GOOGL | ALPHABET INC | 78K | $24.4T | 4.1% | NEW |
| 4 | MSFT | MICROSOFT CORP | 50K | $24.3T | 4.1% | NEW |
| 5 | AAPL | APPLE INC | 87K | $23.8T | 4.0% | NEW |
| 6 | NVDA | NVIDIA CORPORATION | 113K | $21.1T | 3.6% | NEW |
| 7 | AGG | ISHARES TR | 172K | $17.2T | 2.9% | NEW |
| 8 | AVDE | AMERICAN CENTY ETF TR | 207K | $17.1T | 2.9% | NEW |
| 9 | AMZN | AMAZON COM INC | 69K | $15.8T | 2.7% | NEW |
| 10 | IGIB | ISHARES TR | 222K | $11.9T | 2.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE D SIGNAL
AC read
D L CARLSON INVESTMENT GROUP INC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed