Carroll Investors, Inc
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
29 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 66.0% | $153,927,005 |
| Consumer Cyclical | 13.9% | $32,480,187 |
| Industrials | 8.2% | $19,104,585 |
| Financial Services | 4.8% | $11,310,210 |
| Consumer Defensive | 3.2% | $7,398,002 |
| Communication Services | 2.5% | $5,838,242 |
| Healthcare | 1.1% | $2,484,295 |
| Utilities | 0.3% | $756,535 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SOFI | SoFi Technologies, Inc. | +12,912 | 381,363 | $6,837,838 | |
| CRWV | CoreWeave, Inc. | +12,463 | 35,876 | $3,571,097 | |
| GOOGL | Alphabet Inc. | +1,020 | 4,346 | $1,549,352 | |
| META | Meta Platforms, Inc. | +369 | 7,614 | $4,288,890 | |
| AMZN | Amazon Com Inc | +157 | 28,255 | $6,734,296 | |
| GE | General Electric Co | +146 | 6,755 | $2,524,546 | |
| PANW | Palo Alto Networks Inc | +121 | 58,955 | $20,104,834 | |
| MSFT | Microsoft Corp | +60 | 31,356 | $11,696,415 | |
| VRT | Vertiv Holdings Co | +25 | 47,176 | $15,795,468 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| RXRX | Recursion Pharmaceuticals, Inc. | −9,076 | 500,349 | $1,836,280 | |
| AAPL | Apple Inc. | −1,624 | 54,556 | $15,786,324 | |
| PGR | Progressive Corp/Oh/ | −794 | 19,249 | $4,204,944 | |
| PLTR | Palantir Technologies Inc. | −149 | 237,548 | $27,714,725 | |
| SNOW | Snowflake Inc. | −133 | 60,956 | $15,513,302 | |
| NVDA | Nvidia Corp | −131 | 139,757 | $27,963,978 | |
| JPM | Jpmorgan Chase & Co | −92 | 817 | $267,428 | |
| TSLA | Tesla, Inc. | −50 | 60,013 | $25,241,467 | |
| COST | Costco Wholesale Corp /New | −25 | 7,587 | $7,097,410 | |
| AMD | Advanced Micro Devices Inc | −4 | 53,841 | $31,276,775 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 53,841 | $31,276,775 | 13.41% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 139,757 | $27,963,978 | 11.99% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 237,548 | $27,714,725 | 11.88% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 60,013 | $25,241,467 | 10.82% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 58,955 | $20,104,834 | 8.62% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Added | 47,176 | $15,795,468 | 6.77% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 54,556 | $15,786,324 | 6.77% | |
| SNOW |
Snowflake Inc.
Technology
|
Reduced | 60,956 | $15,513,302 | 6.65% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 31,356 | $11,696,415 | 5.01% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 7,587 | $7,097,410 | 3.04% | |
| SOFI |
SoFi Technologies, Inc.
Financial Services
|
Added | 381,363 | $6,837,838 | 2.93% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 28,255 | $6,734,296 | 2.89% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 7,614 | $4,288,890 | 1.84% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Reduced | 19,249 | $4,204,944 | 1.80% | |
| CRWV |
CoreWeave, Inc.
Technology
|
Added | 35,876 | $3,571,097 | 1.53% | |
| GE |
General Electric Co
Industrials
|
Added | 6,755 | $2,524,546 | 1.08% | |
| RXRX |
Recursion Pharmaceuticals, Inc.
Healthcare
|
Reduced | 500,349 | $1,836,280 | 0.79% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 4,346 | $1,549,352 | 0.66% | |
| CEG |
Constellation Energy Corp
Utilities
|
Held | 3,046 | $756,535 | 0.32% | |
| CMG |
Chipotle Mexican Grill Inc
Consumer Cyclical
|
Held | 14,836 | $504,424 | 0.22% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Held | 1,033 | $410,803 | 0.18% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 2,654 | $300,592 | 0.13% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 793 | $299,555 | 0.13% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Held | 299 | $292,457 | 0.13% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 817 | $267,428 | 0.11% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
Held | 959 | $257,836 | 0.11% | |
| HIMS |
Hims & Hers Health, Inc.
Healthcare
|
NEW | 6,842 | $237,212 | 0.10% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 220 | $234,278 | 0.10% | |
| APH |
Amphenol Corp /De/
Technology
|
NEW | 1,565 | $0 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.