Fund HoldingsCarroll Investors, Inc

Total Portfolio Value
$188.73M
Total Bought
$23.30M
Total Sold
$25.66M
Net Transaction
-$2.36M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
PALANTIR TECHNOLOGIES INC(PLTR)236,394231,422-4,97219,96131,50816.70%+11,547
NVIDIA CORPORATION(NVDA)157,040167,915+10,87517,03926,52614.05%+9,487
MICROSOFT CORP(MSFT)31,84731,424-42311,96315,6278.28%+3,665
SNOWFLAKE INC(SNOW)33,41238,148+4,7364,8908,5354.52%+3,645
TESLA INC(TSLA)65,59964,174-1,42517,01620,40710.81%+3,391
PALO ALTO NETWORKS INC(PANW)57,48357,838+3559,81611,8226.26%+2,005
THE TRADE DESK INC(TTD)88,32592,655+4,3304,8426,6493.52%+1,807
ADVANCED MICRO DEVICES INC(AMD)55,17851,915-3,2635,6717,3753.91%+1,704
VERTIV HOLDINGS CO(VRT)15,65121,047+5,3961,1332,7011.43%+1,568
AMAZON COM INC(AMZN)27,94828,226+2785,3296,2173.29%+888
META PLATFORMS INC(META)2,7503,047+2971,5852,2451.19%+659
GE AEROSPACE(GE)4,9246,189+1,2659851,5860.84%+601
CONSTELLATION ENERGY CORP(CEG)1,4502,302+8522947410.39%+447
COSTCO WHSL CORP NEW(COST)7,3767,469+936,9497,3863.91%+437
HIMS & HERS HEALTH INC(HIMS)04,921+4,92102450.13%+245
ALPHABET INC(GOOG)2,3913,411+1,0203696040.32%+234
BROADCOM INC(AVGO)0793+79302190.12%+219
SERVICENOW INC(NOW)0211+21102170.11%+217
D-WAVE QUANTUM INC(QBTS)30,48530,48502324460.24%+215
PARKER-HANNIFIN CORP(PH)0299+29902090.11%+209
ALPHABET INC(GOOG)01,152+1,15202050.11%+205
INTUITIVE SURGICAL INC639932+2933165060.27%+190
RECURSION PHARMACEUTICALS IN(RXRX)341,331385,602+44,2711,8091,9511.03%+142
VANGUARD WORLD FD1,5311,549+184735670.30%+94
JPMORGAN CHASE & CO.(JPM)95695602332760.15%+42
CHIPOTLE MEXICAN GRILL INC(CMG)247,619222,140-25,47912,42612,4426.59%+17
VISA INC(V)62662602192220.12%+3
APOLLO GLOBAL MGMT INC(APO)9,6579,074-5831,3221,2890.68%-33
UNITEDHEALTH GROUP INC(UNH)4430-4432300-230
PROGRESSIVE CORP(PGR)12,87212,531-3413,6303,3351.77%-295
ISHARES TR5470-5473070-307
HOME DEPOT INC(HD)1,8190-1,8196610-661
WALMART INC(WMT)18,7792,654-16,1251,6062580.14%-1,348
APPLE INC(AAPL)85,09780,125-4,97218,87316,4108.70%-2,462
Page 1 of 1