Carroll Investors, Inc.
CIK:0001911400
Investment Adviser
$16M AUM
31 holdings
Mount Pleasant, SC, United States
Carroll Investors, Inc. is a registered investment adviser founded in 2021 by Stephen Carroll and headquartered in Mount Pleasant, South Carolina. The firm provides discretionary portfolio management services to individuals, families, and institutions, focusing on personalized financial solutions and investment advice.
Investment Strategy
Carroll Investors, Inc. adopts a discretionary investment management approach, tailoring portfolios to client objectives, risk tolerance, and time horizon. The firm emphasizes diversification across asset classes and employs strategic asset allocation, seeking long-term capital appreciation while managing downside risk for their clients.
Top Buys
P
PLTRPALANTIR TECHNOLOGIES INC+$11.5M
N
NVDANVIDIA CORPORATION+$9.5M
M
MSFTMICROSOFT CORP+$3.7M
S
SNOWSNOWFLAKE INC+$3.6M
T
TSLATESLA INC+$3.4M
Top Sells
A
AAPLAPPLE INC-$2.5M
W
WMTWALMART INC-$1.3M
H
HDHOME DEPOT INC-$661.1K
I
IVVISHARES TR-$307.4K
P
PGRPROGRESSIVE CORP-$294.9K
Top Holdings
P
PLTRPALANTIR TECHNOLOGIES INC+16.7%$31.5M
N
NVDANVIDIA CORPORATION+14.1%$26.5M
T
TSLATESLA INC+10.8%$20.4M
A
AAPLAPPLE INC+8.7%$16.4M
M
MSFTMICROSOFT CORP+8.3%$15.6M
Equity Positions (31)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PLTR | PALANTIR TECHNOLOGIES INC | 16.70% | $31.5M | 231,422 | $30.97 | $136.32 | +$11.5M |
N NVDA | NVIDIA CORPORATION | 14.05% | $26.5M | 167,915 | $49.32 | $157.99 | +$9.5M |
T TSLA | TESLA INC | 10.81% | $20.4M | 64,174 | $334.40 | $317.66 | +$3.4M |
A AAPL | APPLE INC | 8.70% | $16.4M | 80,125 | $176.60 | $205.17 | -$2.5M |
M MSFT | MICROSOFT CORP | 8.28% | $15.6M | 31,424 | $335.15 | $497.41 | +$3.7M |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+29.6%
SEMICONDUCTORS & RELATED DEVICES
+18.1%
MOTOR VEHICLES & PASSENGER CAR BODIES
+10.8%
ELECTRONIC COMPUTERS
+8.7%
RETAIL-EATING PLACES
+6.6%