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Carroll Investors, Inc.
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.
Latest 13F Filing Activity
Carroll Investors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 31 equity positions with a total 13F market value of $189M. The fund increased holdings in Palantir Technologies Inc., Nvidia Corporation, Microsoft Corp. among other positions. Carroll Investors, Inc. reduced exposure to Apple Inc., Walmart Inc., Home Depot Inc. among others.
Top Holdings
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
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