Fund HoldingsD L CARLSON INVESTMENT GROUP INC

Total Portfolio Value
$592.80M
Total Bought
$67.90M
Total Sold
$81.42M
Net Transaction
-$13.52M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES TR0171,997+171,997017,1792.90%+17,179
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0149,450+149,45006,6821.13%+6,682
CLEAN HARBORS INC(CLH)018,991+18,99104,4530.75%+4,453
TESLA INC(TSLA)2,50212,173+9,6711,1135,4740.92%+4,362
BAIDU INC025,723+25,72303,3610.57%+3,361
KEYCORP(KEY)0150,382+150,38203,1040.52%+3,104
SELECT SECTOR SPDR TR
ST STR STAPL ETF
037,515+37,51502,9140.49%+2,914
ALPHABET INC(GOOG)90,12377,944-12,17921,90924,3964.12%+2,488
DANAHER CORPORATION(DHR)010,711+10,71102,4520.41%+2,452
SELECT SECTOR SPDR TR
ST STR UTIL ETF
056,144+56,14402,3970.40%+2,397
SPDR SERIES TRUST
ST STR SP BIOT
014,302+14,30201,7440.29%+1,744
ISHARES TR450,331466,705+16,37448,38250,1018.45%+1,719
AMERICAN CENTY ETF TR197,221207,369+10,14815,56117,0712.88%+1,510
MCKESSON CORP(MCK)2,8264,465+1,6392,1833,6630.62%+1,479
SELECT SECTOR SPDR TR
ST STR MATER ETF
031,160+31,16001,4130.24%+1,413
INTUITIVE SURGICAL INC010,489+10,48905,9411.00%+5,941
SELECT SECTOR SPDR TR
ST STR FINL ETF
020,245+20,24501,1090.19%+1,109
BOEING CO(BA)17,05922,029+4,9703,6824,7830.81%+1,101
SCHWAB STRATEGIC TR2,609,5102,597,862-11,64867,09068,14211.49%+1,051
WHEATON PRECIOUS METALS CORP(WPM)08,692+8,69201,0210.17%+1,021
ISHARES TR202,035221,605+19,57010,92811,9402.01%+1,012
JFROG LTD(FROG)64,11264,568+4563,0344,0330.68%+998
SELECT SECTOR SPDR TR
ST STR TECHN ETF
06,229+6,22908970.15%+897
ISHARES GOLD TR(IAU)96,78596,888+1037,0437,8641.33%+821
ELI LILLY & CO(LLY)2,6682,650-182,0362,8480.48%+812
AMERICAN CENTY ETF TR75,48784,071+8,5845,6706,4751.09%+805
ELEMENT SOLUTIONS INC(ESI)029,557+29,55707390.12%+739
AMAZON COM INC(AMZN)068,520+68,520015,8162.67%+15,816
JOHNSON & JOHNSON(JNJ)31,93431,671-2635,9216,5541.11%+633
APPLE INC(AAPL)90,92187,367-3,55423,15123,7524.01%+600
ISHARES TR28,32434,182+5,8582,6953,2550.55%+560
AMGEN INC(AMGN)10,36810,332-362,9263,3820.57%+456
BROADCOM INC(AVGO)22,82423,055+2317,5307,9791.35%+450
AB ACTIVE ETFS INC
INTL LOW VOLATLT
88,65298,839+10,1873,7694,2100.71%+440
SELECT SECTOR SPDR TR
ST STR INDL ETF
02,563+2,56303980.07%+398
INVESCO EXCH TRADED FD TR II
TAXABLE MUN BD
101,209116,062+14,8532,7623,1570.53%+395
SALESFORCE INC(CRM)015,386+15,38604,0760.69%+4,076
JONES LANG LASALLE INC(JLL)9,3149,325+112,7783,1380.53%+359
ISHARES TR
0-5YR HI YL CP
48,31656,371+8,0552,0922,4170.41%+325
GOLDMAN SACHS GROUP INC(GS)3,5673,588+212,8413,1540.53%+313
BANK NEW YORK MELLON CORP031,284+31,28403,6320.61%+3,632
EXXON MOBIL CORP37,84837,910+624,2674,5620.77%+295
ISHARES TR
FALN ANGLS USD
80,59592,513+11,9182,2392,5260.43%+287
SPDR SERIES TRUST
SP O&G EXPL PRO
02,039+2,03902570.04%+257
ISHARES TR96,769106,654+9,8853,0603,3020.56%+242
APPLIED MATLS INC4,4794,459-209171,1460.19%+229
J P MORGAN EXCHANGE TRADED F
EQUITY FOCUS ETF
31,46534,220+2,7552,3312,5560.43%+225
MORGAN STANLEY(MS)20,00318,969-1,0343,1803,3680.57%+188
SPDR GOLD TR(GLD)5,0144,959-551,7821,9650.33%+183
ADVANCED MICRO DEVICES INC(AMD)8,5847,319-1,2651,3891,5670.26%+179
IDEXX LABS INC(IDXX)3,6803,719+392,3512,5160.42%+165
WELLTOWER INC(WELL)30,70130,305-3965,4695,6250.95%+156
SCHWAB CHARLES CORP(SCHW)032,187+32,18703,2160.54%+3,216
FREEPORT-MCMORAN INC(FCX)7,8007,80003063960.07%+90
SPDR S&P 500 ETF TR(SPY)4,2554,280+252,8352,9190.49%+84
BANK OF NT BUTTERFIELD&SON L
SHS NEW
11,45511,45504925710.10%+79
GE AEROSPACE(GE)17,81617,643-1735,3595,4350.92%+75
QUANTA SVCS INC11,49511,462-334,7644,8380.82%+74
NEWMONT CORP(NEM)4,5644,586+223854580.08%+73
NORTHERN TR CORP(NTRS)25,54425,691+1473,4383,5090.59%+71
REPLIGEN CORP(RGEN)4,9844,463-5216667310.12%+65
INVESCO QQQ TR1,3161,388+727908530.14%+63
NEXTERA ENERGY INC(NEE)6,8546,720-1345175390.09%+22
JPMORGAN CHASE & CO.(JPM)36,89136,175-71611,63711,6561.97%+20
ISHARES TR1,3051,296-98738880.15%+14
SCHWAB STRATEGIC TR17,90717,961+545755890.10%+14
SCHWAB STRATEGIC TR30,83231,504+6727247360.12%+13
VANGUARD INTL EQUITY INDEX F3,0863,128+422202300.04%+10
ALPHABET INC(GOOG)4,7933,747-1,0461,1671,1760.20%+8
ANALOG DEVICES INC(ADI)1,010943-672482560.04%+8
ACCENTURE PLC IRELAND
SHS CLASS A
01,439+1,43903860.07%+386
PEPSICO INC(PEP)02,481+2,48103560.06%+356
DEERE & CO(DE)68068003113170.05%+6
TRAVELERS COMPANIES INC(TRV)846833-132362420.04%+5
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
02,405+2,40504610.08%+461
MCDONALDS CORP(MCD)2,1372,13706496530.11%+4
ISHARES TR01,901+1,90102280.04%+228
ISHARES TR02,477+2,47702050.03%+205
SCHWAB STRATEGIC TR11,42511,42503123130.05%+1
ISHARES TR07,008+7,00807340.12%+734
CHEVRON CORP NEW(CVX)2,8662,853-134454350.07%-10
ALLIANT ENERGY CORP(LNT)4,3014,30102902800.05%-10
ARES CAPITAL CORP(ARCC)14,98814,548-4403062940.05%-12
BANK AMERICA CORP11,40810,453-9555895750.10%-14
COSTCO WHSL CORP NEW(COST)0263+26302270.04%+227
ADOBE INC(ADBE)01,633+1,63305720.10%+572
ABBOTT LABS2,5392,500-393403130.05%-27
STARBUCKS CORP(SBUX)02,470+2,47002080.04%+208
CENTERPOINT ENERGY INC(CNP)49,31749,177-1401,9141,8850.32%-28
WEC ENERGY GROUP INC(WEC)2,8802,776-1043302930.05%-37
S&P GLOBAL INC(SPGI)7,8267,213-6133,8093,7690.64%-40
PFIZER INC(PFE)69,58869,551-371,7731,7320.29%-41
VANGUARD INDEX FDS2,5262,349-1778297880.13%-41
UNITED RENTALS INC(URI)28828802752330.04%-42
ISHARES TR6,6586,240-4186426000.10%-42
ISHARES TR4,7144,425-2891,1411,0890.18%-52
SCHWAB STRATEGIC TR17,34415,354-1,9905535010.08%-53
ISHARES TR2,6002,278-3225094550.08%-54
ISHARES TR03,064+3,06403660.06%+366
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
11,45110,258-1,1935815190.09%-62
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