Fund HoldingsCarroll Investors, Inc

Total Portfolio Value
$187.06M
Total Bought
$20.98M
Total Sold
$22.58M
Net Transaction
-$1.61M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VERTIV HOLDINGS CO(VRT)33,49047,151+13,6615,42611,8156.32%+6,389
COREWEAVE INC(CRWV)023,413+23,41301,8140.97%+1,814
META PLATFORMS INC(META)4,7807,245+2,4653,1604,1452.22%+986
PROGRESSIVE CORP(PGR)15,22520,043+4,8183,4723,9732.12%+501
SOFI TECHNOLOGIES INC(SOFI)212,306368,451+156,1455,5585,8513.13%+293
JPMORGAN CHASE & CO(JPM)0909+90902670.14%+267
NEXTERA ENERGY INC(NEE)02,728+2,72802530.14%+253
HOWMET AEROSPACE INC(HWM)0959+95902210.12%+221
COSTCO WHOLESALE CORPORATION(COST)8,6747,612-1,0627,4847,5854.05%+101
CONSTELLATION ENERGY CORP(CEG)2,1463,046+9007588510.45%+92
WALMART INC(WMT)2,6542,65402973300.18%+33
PARKER-HANNIFIN CORP(PH)29929902632680.14%+5
SNOWFLAKE INC(SNOW)42,09861,089+18,9919,2389,2134.93%-25
ALPHABET INC(GOOG)93593502932680.14%-25
BROADCOM INC(AVGO)79379302742450.13%-29
GE AEROSPACE(GE)6,1896,609+4201,9141,8751.00%-39
VANGUARD WORLD FD1,5007,668+6,1686195640.30%-56
RECURSION PHARMACEUTICALS IN(RXRX)404,936509,425+104,4891,6561,5640.84%-92
INTUITIVE SURGICAL INC1,0331,03305854760.25%-109
VISA INC(V)5880-5882060-206
AMPHENOL CORP NEW1,5650-1,5652110-211
ADVANCED MICRO DEVICES INC(AMD)52,36853,845+1,47711,21710,9545.86%-264
UNITEDHEALTH GROUP INC(UNH)8690-8692880-288
D-WAVE QUANTUM INC(QBTS)30,48530,48507974400.24%-357
ALPHABET INC(GOOG)3,4112,391-1,0201,0686880.37%-380
CHIPOTLE MEXICAN GRILL INC(CMG)24,93914,836-10,1039234750.25%-448
AMAZON COM INC(AMZN)28,14928,098-516,5025,8523.13%-650
SPOTIFY TECHNOLOGY S A(SPOT)1,957620-1,3371,1363010.16%-836
PALO ALTO NETWORKS INC(PANW)57,84558,834+98910,6599,4325.04%-1,227
APOLLO GLOBAL MGMT INC(APO)12,7630-12,7631,8480-1,848
MICROSOFT CORP(MSFT)31,07131,296+22515,03111,5856.19%-3,446
NVIDIA CORPORATION(NVDA)156,205139,888-16,31729,14324,39613.04%-4,747
PALANTIR TECHNOLOGIES INC(PLTR)224,127237,697+13,57039,78334,77018.59%-5,012
TESLA INC(TSLA)63,18660,063-3,12328,42622,32811.94%-6,098
APPLE INC(AAPL)77,34156,180-21,16121,03114,2587.62%-6,773
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