Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| D L CARLSON INVESTMENT GROUP INC | 02-16-2024 | 12-31-2023 | 137 | 491,269,890 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 201 | $920,512 | 5,726 | 0.00 | 0.00 | -1,312 | -18.64 | 12-31-2023 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 202 | $902,092 | 4,412 | 0.00 | 0.00 | 347 | 8.54 | 12-31-2023 |
| SPDR SER TR | S&P OILGAS EXP | 203 | $828,666 | 6,007 | 0.00 | 0.00 | -1,136 | -15.90 | 12-31-2023 |
| ISHARES TR | US HLTHCARE ETF | 204 | $776,776 | 2,553 | 0.00 | 0.00 | -330 | -11.45 | 12-31-2023 |
