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 |
|---|---|---|---|---|---|---|---|---|---|
| ABBOTT LABS | COM | 251 | $322,056 | 2,834 | 0.00 | 0.00 | -185 | -6.13 | 12-31-2023 |
| CEREVEL THERAPEUTICS HLDNG I | COM | 252 | $321,975 | 7,500 | 0.00 | 7,500 | +Inf | 12-31-2023 | |
| MONGODB INC | CL A | 253 | $305,865 | 645 | 0.00 | 645 | +Inf | 12-31-2023 | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 254 | $298,349 | 1,694 | 0.00 | 0.00 | -786 | -31.69 | 12-31-2023 |
