Carroll Investors, Inc

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
33
Quarter
2025 Q4
Top Holding
PLTR (19.0%)
Top 10 Concentration
85.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 33
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
PLTR
PALANTIR TECHNO...
Technology 19.01% 20.37% #1
Prev: #1
7.6 -6,602 -2.9%
P
S
224,127 $39,782,543 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 13.93% 14.07% #2
Prev: #2
7.6 100 0.1%
P
S
156,205 $29,143,167 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TSLA
TESLA INC
Consumer Cyclical 13.58% 13.82% #3
Prev: #3
5.4 -988 -1.5%
P
S
63,186 $28,426,118 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 10.05% 9.80% #4
Prev: #4
4.0 -2,096 -2.6%
P
S
77,341 $21,030,565 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 7.18% 7.55% #5
Prev: #5
4.9 946 3.1%
P
S
31,071 $15,030,596 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMD
ADVANCED MICRO ...
Technology 5.36% 4.05% #6 2
Prev: #8
4.1 628 1.2%
P
S
52,368 $11,217,226 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PANW
PALO ALTO NETWO...
Technology 5.09% 5.69% #7 1
Prev: #6
4.0 171 0.3%
P
S
57,845 $10,659,098 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SNOW
SNOWFLAKE INC
Technology 4.41% 4.50% #8 1
Prev: #7
3.8 874 2.1%
P
S
42,098 $9,238,406 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
COST
COSTCO WHSL COR...
Consumer Defensive 3.58% 3.36% #9 1
Prev: #10
3.5 1,157 15.4%
P
S
8,674 $7,483,999 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 3.11% 3.54% #10 1
Prev: #9
1.3 -5,073 -15.3%
P
S
28,149 $6,501,575 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SOFI
SOFI TECHNOLOGI...
Financial Services 2.66% 3.28% #11
Prev: #11
1.1 -43,802 -17.1%
P
S
212,306 $5,558,171 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VRT
VERTIV HOLDINGS...
Industrials 2.59% 1.53% #12 1
Prev: #13
3.2 12,443 59.1%
P
S
33,490 $5,425,715 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PGR
PROGRESSIVE COR...
Financial Services 1.66% 1.54% #13 1
Prev: #12
2.7 2,284 17.6%
P
S
15,225 $3,472,100 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 1.51% 1.13% #14
Prev: #14
2.8 1,608 50.7%
P
S
4,780 $3,159,532 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GE
GE AEROSPACE
Industrials 0.91% 0.89% #15 1
Prev: #16
0.4 no change no change
P
S
6,189 $1,914,258 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
APO
APOLLO GLOBAL M...
Financial Services 0.88% 0.59% #16 2
Prev: #18
2.5 3,689 40.7%
P
S
12,763 $1,847,572 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RXRX
RECURSION PHARM...
Healthcare 0.79% 0.94% #17 2
Prev: #15
2.3 8,235 2.1%
P
S
404,936 $1,656,188 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPOT
SPOTIFY TECHNOL...
Communication Services 0.54% #18
Prev: #—
2.2 1,957 no change
NEW
1,957 $1,136,449 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 0.51% 0.64% #19 2
Prev: #17
0.3 -2,000 -37.0%
P
S
3,411 $1,067,643 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CMG
CHIPOTLE MEXICA...
Consumer Cyclical 0.44% 0.56% #20 1
Prev: #19
0.2 -4,296 -14.7%
P
S
24,939 $923,129 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QBTS
D-WAVE QUANTUM ...
Technology 0.38% 0.36% #21
Prev: #21
0.2 no change no change
P
S
30,485 $797,183 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CEG
CONSTELLATION E...
Utilities 0.36% 0.37% #22 2
Prev: #20
0.2 -156 -6.8%
P
S
2,146 $758,117 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MGK
VANGUARD WORLD ...
Warrant 0.30% 0.30% #23 1
Prev: #22
0.1 -51 -3.3%
P
S
1,500 $619,155 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ISRG
INTUITIVE SURGI...
Healthcare 0.28% 0.22% #24 1
Prev: #23
0.1 no change no change
P
S
1,033 $585,050 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WMT
WALMART INC
Consumer Defensive 0.14% 0.13% #25 1
Prev: #26
0.1 no change no change
P
S
2,654 $296,717 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 0.00% 0.15%
Sold All 😨
(Was: #24)
0.3 -955 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HIMS
HIMS & HERS HEA...
Healthcare 0.00% 0.14%
Sold All 😨
(Was: #25)
0.3 -4,921 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 33 holdings

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