Carroll Investors
Mt Pleasant, SCfiles as Carroll Investors, Inc
$234m in 31 US stocks at the end of 30 June 2026. The top 10 are 84.6% of the money. It changed about 14.2% of the portfolio this quarter.
Value
$234m
Stocks
31
Top 10 share
84.6%
Turnover
14.2%
What changed this quarter
New
Bought for the first time this quarter.
- AmphenolAPH0.1% of the fund
- Hims & Hers HealthHIMS0.1% of the fund
- CaterpillarCAT0.1% of the fund
Added
Bought more of a stock they already held.
- SoFi TechnologiesSOFI2.9% of the fund+4%
- Meta PlatformsMETA1.8% of the fund+5%
- CoreWeaveCRWV1.5% of the fund+53%
- General ElectricGE1.1% of the fund+2%
- AlphabetGOOGL0.5% of the fund+43%
Cut
Sold some of their stake.
- AppleAAPL6.7% of the fund-3%
- ProgressivePGR1.8% of the fund-4%
- Vanguard World FDMGK0.3% of the fund-3%
- JPMorgan ChaseJPM0.1% of the fund-10%
Sold out
Sold their entire stake.
- D-Wave QuantumQBTS-100%
- Spotify TechnologySPOT-100%
- NextEra EnergyNEE-100%
Holdings
- Vanguard World FDMGK
- Share
- 0.3%
- Value
- $653,611
- Shares
- 7,435
-3%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Advanced Micro DevicesAMD | 13.3% | $31m | 53,841 | Held |
| NvidiaNVDA | 11.9% | $28m | 139,757 | Held |
| Palantir TechnologiesPLTR | 11.8% | $28m | 237,548 | Held |
| TeslaTSLA | 10.8% | $25m | 60,013 | Held |
| Palo Alto NetworksPANW | 8.6% | $20m | 58,955 | Held |
| Vertiv HoldingsVRT | 6.7% | $16m | 47,176 | Held |
| AppleAAPL | 6.7% | $16m | 54,556 | -3% |
| SnowflakeSNOW | 6.6% | $16m | 60,956 | Held |
| MicrosoftMSFT | 5.0% | $12m | 31,356 | Held |
| Costco WholesaleCOST | 3.0% | $7m | 7,587 | Held |
| SoFi TechnologiesSOFI | 2.9% | $7m | 381,363 | +4% |
| Amazon.comAMZN | 2.9% | $7m | 28,255 | Held |
| Meta PlatformsMETA | 1.8% | $4m | 7,614 | +5% |
| ProgressivePGR | 1.8% | $4m | 19,249 | -4% |
| CoreWeaveCRWV | 1.5% | $4m | 35,876 | +53% |
| General ElectricGE | 1.1% | $3m | 6,755 | +2% |
| Recursion PharmaceuticalsRXRX | 0.8% | $2m | 500,349 | Held |
| AlphabetGOOGL | 0.5% | $1m | 3,411 | +43% |
| Constellation EnergyCEG | 0.3% | $764,141 | 3,046 | Held |
| Vanguard World FDMGK | 0.3% | $653,611 | 7,435 | -3% |
| Chipotle Mexican GrillCMG | 0.2% | $504,424 | 14,836 | Held |
| Intuitive SurgicalISRG | 0.2% | $410,803 | 1,033 | Held |
| AlphabetGOOG | 0.1% | $330,364 | 935 | Held |
| WalmartWMT | 0.1% | $303,289 | 2,654 | Held |
| BroadcomAVGO | 0.1% | $299,556 | 793 | Held |
| Parker-HannifinPH | 0.1% | $292,458 | 299 | Held |
| AmphenolAPH | 0.1% | $275,941 | 1,565 | New |
| JPMorgan ChaseJPM | 0.1% | $267,429 | 817 | -10% |
| Howmet AerospaceHWM | 0.1% | $257,837 | 959 | Held |
| Hims & Hers HealthHIMS | 0.1% | $237,212 | 6,842 | New |
| CaterpillarCAT | 0.1% | $234,278 | 220 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 24.0% since 30 June 2025.
Where the money is
Technology65.8%
Retail & consumer13.9%
Industrials8.1%
Financial services4.8%
Everyday goods3.2%
Media & telecom2.5%
Health care1.1%
Utilities0.3%
Other0.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.