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Carlson Financial, Inc.GrowthConcentrated long-term

CIK: 0002134889

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR195$196.1M2026-08-24SEC ↗
Q1 2026
13F-HR181$169.6M2026-08-24SEC ↗
Q4 2025
13F-HR180$172.7M2026-08-24SEC ↗