Fund HoldingsCarroll Investors, Inc

Total Portfolio Value
$209.27M
Total Bought
$11.10M
Total Sold
$6.29M
Net Transaction
+$4.81M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ADVANCED MICRO DEVICES INC(AMD)51,74052,368+6288,36911,2175.36%+2,848
VERTIV HOLDINGS CO(VRT)21,04733,490+12,4433,1655,4262.59%+2,260
SPOTIFY TECHNOLOGY S A(SPOT)01,957+1,95701,1360.54%+1,136
META PLATFORMS INC(META)3,1724,780+1,6082,3383,1601.51%+821
APPLE INC(AAPL)79,43777,341-2,09620,22521,03110.05%+805
APOLLO GLOBAL MGMT INC(APO)9,07412,763+3,6891,2181,8480.88%+629
COSTCO WHSL CORP NEW(COST)7,5178,674+1,1576,9437,4843.58%+541
UNITEDHEALTH GROUP INC(UNH)0869+86902880.14%+288
PROGRESSIVE CORP(PGR)12,94115,225+2,2843,1883,4721.66%+284
AMPHENOL CORP NEW01,565+1,56502110.10%+211
INTUITIVE SURGICAL INC1,0331,03304625850.28%+123
NVIDIA CORPORATION(NVDA)156,105156,205+10029,05629,14313.93%+87
GE AEROSPACE(GE)6,1896,18901,8441,9140.91%+70
ALPHABET INC(GOOG)93593502282930.14%+65
D-WAVE QUANTUM INC(QBTS)30,48530,48507537970.38%+44
PARKER-HANNIFIN CORP(PH)29929902272630.13%+36
WALMART INC(WMT)2,6542,65402742970.14%+23
BROADCOM INC(AVGO)79379302622740.13%+13
CONSTELLATION ENERGY CORP(CEG)2,3022,146-1567617580.36%-3
VANGUARD WORLD FD1,5511,500-516246190.30%-5
VISA INC(V)626588-382142060.10%-7
SNOWFLAKE INC(SNOW)41,22442,098+8749,2989,2384.41%-59
TESLA INC(TSLA)64,17463,186-98828,53428,42613.58%-108
CHIPOTLE MEXICAN GRILL INC(CMG)29,23524,939-4,2961,1599230.44%-235
ALPHABET INC(GOOG)5,4113,411-2,0001,3171,0680.51%-250
HIMS & HERS HEALTH INC(HIMS)4,9210-4,9212790-279
RECURSION PHARMACEUTICALS IN(RXRX)396,701404,936+8,2351,9361,6560.79%-280
JPMORGAN CHASE & CO.(JPM)9550-9553010-301
MICROSOFT CORP(MSFT)30,12531,071+94615,59615,0317.18%-565
AMAZON COM INC(AMZN)33,22228,149-5,0737,3106,5023.11%-808
PALO ALTO NETWORKS INC(PANW)57,67457,845+17111,74510,6595.09%-1,086
SOFI TECHNOLOGIES INC(SOFI)256,108212,306-43,8026,7665,5582.66%-1,208
PALANTIR TECHNOLOGIES INC(PLTR)230,729224,127-6,60242,06439,78319.01%-2,282
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