Fund HoldingsCarroll Investors, Inc

Total Portfolio Value
$120.55M
Total Bought
$19.71M
Total Sold
$18.59M
Net Transaction
+$1.11M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
NVIDIA CORPORATION(NVDA)8,24216,551+8,3093,5768,1966.80%+4,620
BLOCK INC(XYZ)115,659122,851+7,1925,1209,5267.90%+4,406
THE TRADE DESK INC(TTD)048,243+48,24303,4822.89%+3,482
ADVANCED MICRO DEVICES INC(AMD)56,57155,612-9595,8168,2046.81%+2,387
UIPATH INC(PATH)072,801+72,80101,8131.50%+1,813
PALO ALTO NETWORKS INC(PANW)25,42326,202+7795,9627,7286.41%+1,766
CHIPOTLE MEXICAN GRILL INC(CMG)6,7456,007-73812,36013,73311.39%+1,373
MICROSOFT CORP(MSFT)32,69130,111-2,58010,31711,3219.39%+1,004
GENERAL ELECTRIC CO(GE)03,895+3,89504980.41%+498
VANGUARD WORLD FD01,753+1,75304550.38%+455
AMAZON COM INC(AMZN)31,37628,437-2,9393,9824,3293.59%+347
ALPHABET INC(GOOG)02,427+2,42703400.28%+340
APPLE INC(AAPL)96,77787,575-9,20216,56516,86813.99%+303
PROGRESSIVE CORP(PGR)9,1629,164+21,2791,4571.21%+178
LAS VEGAS SANDS CORP(LVS)29,96729,057-9101,3741,4301.19%+56
D-WAVE QUANTUM INC(QBTS)15,05921,070+6,01115190.02%+4
UNITEDHEALTH GROUP INC(UNH)513469-442612460.20%-14
JPMORGAN CHASE & CO(JPM)1,5460-1,5462280-228
THERMO FISHER SCIENTIFIC INC(TMO)4850-4852440-244
CHEVRON CORP NEW(CVX)1,5060-1,5062560-256
RTX CORPORATION(RTX)3,7590-3,7592710-271
COCA COLA CO(KO)4,8450-4,8452710-271
PFIZER INC(PFE)8,7360-8,7362880-288
QORVO INC(QRVO)5,8521,814-4,0385592040.17%-354
VANGUARD WORLD FD1,8020-1,8024090-409
ALBEMARLE CORP(ALB)3,9930-3,9936820-682
DEERE & CO(DE)8,0685,519-2,5493,0552,2071.83%-848
TESLA INC(TSLA)68,59764,118-4,47917,14915,94913.23%-1,200
COSTCO WHSL CORP NEW(COST)9,5756,091-3,4845,4174,0253.34%-1,392
SNOWFLAKE INC(SNOW)69,81571,497+1,68210,6608,5157.06%-2,145
FORTINET INC(FTNT)45,5850-45,5852,6750-2,675
ASML HOLDING N V
N Y REGISTRY SHS
6,7880-6,7883,9910-3,991
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