Fund HoldingsCarroll Investors, Inc

Total Portfolio Value
$112.78M
Total Bought
$5.31M
Total Sold
$18.18M
Net Transaction
-$12.88M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
PFIZER INC(PFE)08,736+8,73602880.26%+288
COCA COLA CO(KO)04,845+4,84502710.24%+271
RTX CORPORATION(RTX)03,759+3,75902710.24%+271
CHEVRON CORP NEW(CVX)01,506+1,50602560.23%+256
THERMO FISHER SCIENTIFIC INC(TMO)0485+48502440.22%+244
JPMORGAN CHASE & CO(JPM)01,546+1,54602280.20%+228
NVIDIA CORPORATION(NVDA)8,3218,242-793,4883,5763.17%+88
D-WAVE QUANTUM INC(QBTS)015,059+15,0590150.01%+15
VANGUARD WORLD FD1,8051,802-34254090.36%-16
ADVANCED MICRO DEVICES INC(AMD)51,30656,571+5,2655,8355,8165.16%-19
QORVO INC(QRVO)5,8925,852-406015590.50%-42
UNITEDHEALTH GROUP INC(UNH)635513-1223042610.23%-43
PALO ALTO NETWORKS INC(PANW)23,76825,423+1,6556,0695,9625.29%-107
COSTCO WHSL CORP NEW(COST)10,2959,575-7205,5285,4174.80%-111
AMAZON COM INC(AMZN)31,66431,376-2884,1133,9823.53%-131
DEERE & CO(DE)8,0918,068-233,2733,0552.71%-219
ALPHABET INC(GOOG)2,4280-2,4282900-290
BLACKROCK INC(BLK)4510-4513110-311
LAS VEGAS SANDS CORP(LVS)29,96729,96701,7381,3741.22%-364
SNOWFLAKE INC(SNOW)62,81769,815+6,99811,05410,6609.45%-394
PROGRESSIVE CORP(PGR)13,1629,162-4,0001,7411,2791.13%-462
MICROSOFT CORP(MSFT)32,47432,691+21711,04610,3179.15%-729
ALBEMARLE CORP(ALB)6,5413,993-2,5481,4516820.60%-769
TESLA INC(TSLA)68,69868,597-10117,96717,14915.21%-817
FORTINET INC(FTNT)47,20045,585-1,6153,5682,6752.37%-893
ASML HOLDING N V
N Y REGISTRY SHS
6,9546,788-1665,0393,9913.54%-1,048
HOME DEPOT INC(HD)3,6880-3,6881,1410-1,141
ENPHASE ENERGY INC(ENPH)11,8300-11,8301,9710-1,971
VANECK ETF TRUST
SEMICONDUCTR ETF
13,4220-13,4222,0440-2,043
CHIPOTLE MEXICAN GRILL INC(CMG)6,7636,745-1814,44812,36010.96%-2,088
APPLE INC(AAPL)97,10696,777-32918,80216,56514.69%-2,237
BLOCK INC(XYZ)114,429115,659+1,2307,6065,1204.54%-2,486
MORGAN STANLEY(MS)40,5700-40,5703,4640-3,464
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