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| Happy Holidays!! thanks for using AUM13F!! |
| Carroll Investors Inc
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| CRD # | 311180 |
| SEC # | 801-119870 |
| CIK # | 0001911400 |
| AUM | $213.3 M (2025-03-19) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 843-352-4963 |
| Address | 1036 Lansing Dr Mt Pleasant, SC 29464 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001911400 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Palantir Technologies Inc | 31.5 | ||
| Nvidia Corp | 26.5 | ||
| Tesla Motors Inc | 20.4 | ||
| Apple Inc | 16.4 | ||
| Microsoft Corp | 15.6 | ||
| Chipotle Mexican Grill Inc | 12.4 | ||
| Palo Alto Networks Inc | 11.8 | ||
| Snowflake Inc | 8.5 | ||
| Costco Wholesale Corp /NEW | 7.4 | ||
| Advanced Micro Devices Inc | 7.4 | ||
| Trade Desk Inc | 6.6 | ||
| Amazon Com Inc | 6.2 | ||
| Progressive Corp/Oh/ | 3.3 | ||
| GS Acquisition Holdings Corp | 2.7 | ||
| Facebook Inc | 2.2 | ||
| Recursion Pharmaceuticals Inc | 2.0 | ||
| General Electric Co | 1.6 | ||
| Apollo Global Management Inc | 1.3 | ||
| Constellation Energy Corp | 0.7 | ||
| Alphabet Inc | 0.6 | ||
| Intuitive Surgical Inc | 0.5 | ||
| D-Wave Quantum Inc | 0.4 | ||
| J P Morgan Chase & Co | 0.3 | ||
| Wal Mart Stores Inc | 0.3 | ||
| Oaktree Acquisition Corp | 0.2 | ||
| VISA Inc | 0.2 | ||
| Broadcom Inc | 0.2 | ||
| ServiceNow Inc | 0.2 | ||
| Parker Hannifin Corp | 0.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 15.5 |
| (b) Individuals (high net worth individuals) | 50 | 197.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 305 | 213.3 |
| By Discretionary | ||
| Discretionary | 305 | 213.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 305 | 213.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 213.3 | |
| Total | 305 | 213.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001911400] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Crescent Sterling Ltd
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|
LA | 0.2 |
|
Sector Analysts LLC
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PA | 0.2 |
|
Paladin Advisory Group LLC
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IA | 0.2 |
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NERD Wallet Wealth Partners
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NY | 0.2 |
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Clark Wealth Partners LLC
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IL | 0.2 |
|
Burrus Financial Services Inc
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UT | 0.2 |
|
Formulate Financial LLC
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|
0.2 | |
|
Carbahal Olsen Financial Services Group LLC
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|
CA | 0.2 |
|
Conway Capital Management Inc
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|
CA | 0.2 |
|
Pinnacle Wealth Management Group Inc
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|
MI | 0.2 |