- New Purchases: BYND, FNF, BA, XPO, KALU, DKNG, PSX, CRSP, IYH, IWM, HIW, XLK, WFCPP.PFD,
- Added Positions: SCHB, UNH, CREE, ODFL, SNAP, SQ, AMD, ROKU, GNRC, MRTN, LHCG, GS, SCHG, NKE, SAM, JPM, CONE, CLX, EOG, BMY, FB, NEE, APA, XBI, CRWD, CPT, AMZN, ZTS, SPY, FRCPI.PFD, XLE, PE, GOOGL, MTDR, XLP, CME, AAWW, EPD, CTVA, TGT, TDOC, TWTR, IYW,
- Reduced Positions: TXN, DDOG, MASI, MO, ARCC, EVBG, AAPL, BCE, NFLX, CVS, DGX, MDB, PG, VNQ, MSFT, IJH, KTOS, C, ADBE, RGEN, ABT, RSP, BRK.B, TRV, XLF, SBUX, IWB, TOT, GOOG, CAT, XLB, QTWO, XLU, HON, KXI, INTC, V, VZ, VB, ACN, VIG, TJX, FHLC, PEP, ADI, UNP, XOM, VTV, D, IXP,
- Sold Out: BDX, WFC, SCHD, BBL, ZM, ITW, T, SCHW, NEM, DE, CPB, WELL, PTON, GRUB, OKTA, XLV, MAS, CSCO, KBE, DIS, IUSV, AMLP,
For the details of D L CARLSON INVESTMENT GROUP INC's stock buys and sells, go to https://www.gurufocus.com/guru/d+l+carlson+investment+group+inc/current-portfolio/portfolio
These are the top 5 holdings of D L CARLSON INVESTMENT GROUP INC- Apple Inc (AAPL) - 48,215 shares, 5.27% of the total portfolio. Shares reduced by 7.67%
- Microsoft Corp (MSFT) - 75,776 shares, 4.62% of the total portfolio. Shares reduced by 1.25%
- Amazon.com Inc (AMZN) - 5,390 shares, 4.46% of the total portfolio. Shares added by 1.39%
- MongoDB Inc (MDB) - 43,028 shares, 2.92% of the total portfolio. Shares reduced by 5.7%
- Advanced Micro Devices Inc (AMD) - 151,757 shares, 2.39% of the total portfolio. Shares added by 21.64%
D L Carlson Investment Group Inc initiated holding in Beyond Meat Inc. The purchase prices were between $57.95 and $162.46, with an estimated average price of $117.2. The stock is now traded at around $125.04. The impact to a portfolio due to this purchase was 1.39%. The holding were 34,668 shares as of .
New Purchase: Fidelity National Financial Inc (FNF)D L Carlson Investment Group Inc initiated holding in Fidelity National Financial Inc. The purchase prices were between $23.25 and $35.7, with an estimated average price of $28.54. The stock is now traded at around $33.10. The impact to a portfolio due to this purchase was 1.16%. The holding were 126,497 shares as of .
New Purchase: Boeing Co (BA)D L Carlson Investment Group Inc initiated holding in Boeing Co. The purchase prices were between $120 and $230.5, with an estimated average price of $153.37. The stock is now traded at around $178.08. The impact to a portfolio due to this purchase was 0.91%. The holding were 16,547 shares as of .
New Purchase: XPO Logistics Inc (XPO)D L Carlson Investment Group Inc initiated holding in XPO Logistics Inc. The purchase prices were between $44.29 and $83.56, with an estimated average price of $68.9. The stock is now traded at around $82.96. The impact to a portfolio due to this purchase was 0.86%. The holding were 36,950 shares as of .
New Purchase: Kaiser Aluminum Corp (KALU)D L Carlson Investment Group Inc initiated holding in Kaiser Aluminum Corp. The purchase prices were between $58.35 and $85.85, with an estimated average price of $71.2. The stock is now traded at around $66.29. The impact to a portfolio due to this purchase was 0.81%. The holding were 36,530 shares as of .
New Purchase: DraftKings Inc (DKNG)D L Carlson Investment Group Inc initiated holding in DraftKings Inc. The purchase prices were between $18.24 and $43.7, with an estimated average price of $32.19. The stock is now traded at around $33.91. The impact to a portfolio due to this purchase was 0.74%. The holding were 74,735 shares as of .
Added: SCHWAB STRATEGIC T (SCHB)D L Carlson Investment Group Inc added to a holding in SCHWAB STRATEGIC T by 97.47%. The purchase prices were between $57.67 and $76.99, with an estimated average price of $68.99. The stock is now traded at around $80.31. The impact to a portfolio due to this purchase was 0.94%. The holding were 86,887 shares as of .
Added: UnitedHealth Group Inc (UNH)D L Carlson Investment Group Inc added to a holding in UnitedHealth Group Inc by 148.14%. The purchase prices were between $229.49 and $311.85, with an estimated average price of $285.69. The stock is now traded at around $323.70. The impact to a portfolio due to this purchase was 0.94%. The holding were 17,784 shares as of .
Added: Cree Inc (CREE)D L Carlson Investment Group Inc added to a holding in Cree Inc by 65.49%. The purchase prices were between $31.45 and $61.69, with an estimated average price of $47.86. The stock is now traded at around $72.34. The impact to a portfolio due to this purchase was 0.76%. The holding were 109,068 shares as of .
Added: Old Dominion Freight Line Inc (ODFL)D L Carlson Investment Group Inc added to a holding in Old Dominion Freight Line Inc by 67.51%. The purchase prices were between $122.33 and $171.09, with an estimated average price of $151.36. The stock is now traded at around $191.56. The impact to a portfolio due to this purchase was 0.58%. The holding were 28,080 shares as of .
Added: Snap Inc (SNAP)D L Carlson Investment Group Inc added to a holding in Snap Inc by 55.87%. The purchase prices were between $11.06 and $24.48, with an estimated average price of $17.63. The stock is now traded at around $21.69. The impact to a portfolio due to this purchase was 0.54%. The holding were 216,282 shares as of .
Added: Square Inc (SQ)D L Carlson Investment Group Inc added to a holding in Square Inc by 25.32%. The purchase prices were between $43.72 and $104.94, with an estimated average price of $76. The stock is now traded at around $141.96. The impact to a portfolio due to this purchase was 0.45%. The holding were 70,819 shares as of .
Sold Out: Becton, Dickinson and Co (BDX)D L Carlson Investment Group Inc sold out a holding in Becton, Dickinson and Co. The sale prices were between $225.4 and $270, with an estimated average price of $246.67.
Sold Out: Wells Fargo & Co (WFC)D L Carlson Investment Group Inc sold out a holding in Wells Fargo & Co. The sale prices were between $22.53 and $33.32, with an estimated average price of $27.42.
Sold Out: SCHWAB STRATEGIC T (SCHD)D L Carlson Investment Group Inc sold out a holding in SCHWAB STRATEGIC T. The sale prices were between $43.56 and $56.5, with an estimated average price of $50.55.
Sold Out: BHP Group PLC (BBL)D L Carlson Investment Group Inc sold out a holding in BHP Group PLC. The sale prices were between $29.39 and $44.25, with an estimated average price of $36.27.
Sold Out: Zoom Video Communications Inc (ZM)D L Carlson Investment Group Inc sold out a holding in Zoom Video Communications Inc. The sale prices were between $113.75 and $259.51, with an estimated average price of $178.45.
Sold Out: Illinois Tool Works Inc (ITW)D L Carlson Investment Group Inc sold out a holding in Illinois Tool Works Inc. The sale prices were between $137.27 and $182.87, with an estimated average price of $162.93.
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