CARLSON FINANCIAL, INC.: 13F holdings

CIK 21348892026Q2

Positions195
Reported value$196.1m
Filed2026-08-24

Change since last quarter

Positions195 (+14 vs prior quarter)
Reported value$196.1m (+15.6%)

Top 10 holdings

SecuritySharesValueWeight
NVDA NVIDIA CORPORATION86,267$17.3m8.8%
AXON AXON ENTERPRISE INC16,039$9.0m4.6%
TSLA TESLA INC19,118$8.0m4.1%
BIBL NORTHERN LTS FD TR IV124,700$7.2m3.7%
DGRO ISHARES TR74,069$5.6m2.9%
RDVY FIRST TR EXCHANGE TRADED FD64,855$5.3m2.7%
PAVE GLOBAL X FDS86,025$5.1m2.6%
SHOP SHOPIFY INC39,730$4.5m2.3%
CAT CATERPILLAR INC3,935$4.2m2.1%
AAPL APPLE INC13,386$3.9m2.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2134889")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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