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
INGERSOLL RAND INC COM 51 $5,433,279 61,889 0.00 0.00 -15,434 -19.96 12-31-2023
GENERAL ELECTRIC CO COM NEW 52 $5,362,925 36,146 0.00 0.00 -10,844 -23.08 12-31-2023
ELI LILLY & CO COM 53 $5,016,504 6,620 0.00 0.00 6,128 1245.53 12-31-2023
GENERAC HLDGS INC COM Liquidated $0 0 0.00 45,899 +Inf 12-31-2023
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