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| DL Carlson Investment Group Inc
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|---|---|
| CRD # | 105729 |
| SEC # | 801-34606 |
| CIK # | 0001021117 |
| AUM | 735.5 M (2026-03-13) |
| Employees | 14 (57% Investors, 0% Brokers) |
| Phone | 603-224-5977 |
| Address | Two Capital Plaza Concord, NH 03301 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 22.3 | ||
| Alphabet Inc | 21.0 | ||
| Nvidia Corp | 19.8 | ||
| Microsoft Corp | 16.2 | ||
| Amazon Com Inc | 12.2 | ||
| J P Morgan Chase & Co | 10.5 | ||
| United Technologies Corp /DE/ | 8.6 | ||
| GE Vernova Inc | 8.4 | ||
| Facebook Inc | 8.1 | ||
| iShares Comex Gold Trust | 8.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 243 | 121.4 |
| (b) Individuals (high net worth individuals) | 107 | 417.3 |
| (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 | 4 | 189.8 |
| (h) Charitable organizations | 4 | 6.6 |
| (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 | 2 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 893 | 735.5 |
| By Discretionary | ||
| Discretionary | 893 | 735.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 893 | 735.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 735.5 | |
| Total | 893 | 735.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001021117] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
| LEI | 25490DYPOJFPZMYC3C52 |
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