SEC 13F Intelligence

Managers / Q1 2026

D L CARLSON INVESTMENT GROUP INC

CIK 0001021117 · 2 CAPITAL PLAZA, SUITE 404, CONCORD, NH, 03301-4334 · 603-224-5977

Reported Value
$582M
Q1 2026
Positions
135
Filings on Record
30
2019–present window
Filed
May 13, 2026
original filing

Summary

D L Carlson Investment Group Inc reported $582M in U.S.-listed holdings across 135 positions for Q1 2026.

Its largest position, SCHB, represents 11.2% of the portfolio.

Compared with Q4 2025, the fund opened 14 new positions and exited 14.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $301MQ4 ’18Q1 ’19: $342MQ2 ’19: $324MQ3 ’19: $319MQ4 ’19: $345MQ4 ’19Q1 ’20: $265MQ2 ’20: $335MQ3 ’20: $472MQ4 ’20: $551MQ4 ’20Q1 ’21: $548MQ2 ’21: $578MQ3 ’21: $575MQ4 ’21: $626MQ4 ’21Q1 ’22: $602MQ2 ’22: $474MQ3 ’22: $460MQ4 ’22: $467MQ4 ’22Q1 ’23: $440,769Q2 ’23: $524MQ3 ’23: $496MQ4 ’23: $491MQ4 ’23Q1 ’24: $512MQ2 ’24: $518MQ3 ’24: $552MQ4 ’24: $561MQ4 ’24Q1 ’25: $520MQ2 ’25: $549MQ3 ’25: $596MQ4 ’25: $593MQ4 ’25Q1 ’26: $582Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

Loading…
#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$582M135May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$593M135Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$596M138Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$549M130Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$520M136May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$561M147Feb 12, 202513F-HRchanges · EDGAR ↗
Q3 2024$552M145Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$518M137Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$512M139May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$491M137Feb 16, 202413F-HRchanges · EDGAR ↗
Q3 2023$496M133Nov 2, 202313F-HRchanges · EDGAR ↗
Q2 2023$524M135Aug 9, 202313F-HRchanges · EDGAR ↗
Q1 2023$440,769135May 17, 202313F-HRchanges · EDGAR ↗
Q4 2022$467M128Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$460M126Nov 18, 202213F-HRchanges · EDGAR ↗
Q2 2022$474M135Aug 10, 202213F-HRchanges · EDGAR ↗
Q1 2022$602M147May 12, 202213F-HRchanges · EDGAR ↗
Q4 2021$626M146Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$575M144Nov 5, 202113F-HRchanges · EDGAR ↗
Q2 2021$578M147Aug 12, 202113F-HRchanges · EDGAR ↗
Q1 2021$548M143May 11, 202113F-HRchanges · EDGAR ↗
Q4 2020$551M138Feb 9, 202113F-HRchanges · EDGAR ↗
Q3 2020$472M137Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$335M134Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$265M144May 7, 202013F-HRchanges · EDGAR ↗
Q4 2019$345M150Feb 10, 202013F-HRchanges · EDGAR ↗
Q3 2019$319M148Nov 5, 201913F-HRchanges · EDGAR ↗
Q2 2019$324M151Aug 19, 201913F-HRchanges · EDGAR ↗
Q1 2019$342M146May 2, 201913F-HRchanges · EDGAR ↗
Q4 2018$301M145Feb 12, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.