Carroll Investors, Inc Top Holdings and 13F Report (2026) About Carroll Investors, IncInvestment ActivityCarroll Investors, Inc has $234.02 million in total holdings as of June 30, 2026.Carroll Investors, Inc owns shares of 31 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 1.26% of the portfolio was purchased this quarter.About 0.79% of the portfolio was sold this quarter.This quarter, Carroll Investors, Inc has purchased 31 new stocks and bought additional shares in 9 stocks.Carroll Investors, Inc sold shares of 11 stocks and completely divested from 3 stocks this quarter.Largest Holdings Advanced Micro Devices $31,196,929NVIDIA $27,921,073PALANTIR TECHNOLOGIES INC $27,710,212Tesla $25,222,444Palo Alto Networks $20,091,746 Largest New Holdings this Quarter 032095101 - Amphenol $275,941 Holding433000106 - Hims & Hers Health $237,212 Holding149123101 - Caterpillar $234,278 Holding Largest Purchases this Quarter COREWEAVE INC 12,463 shares (about $1.24M)Alphabet 1,020 shares (about $364.52K)Amphenol 1,565 shares (about $275.94K)Hims & Hers Health 6,842 shares (about $237.21K)Caterpillar 220 shares (about $234.28K) Largest Sales this Quarter Apple 1,624 shares (about $469.07K)Progressive 794 shares (about $173.57K)Snowflake 133 shares (about $33.84K)Recursion Pharmaceuticals 9,076 shares (about $33.31K)JPMorgan Chase & Co. 92 shares (about $30.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCarroll Investors, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMDAdvanced Micro Devices$31,196,929$2,318 â–¼0.0%53,84113.3%TechnologyNVDANVIDIA$27,921,073$26,172 â–¼-0.1%139,75711.9%TechnologyPALANTIR TECHNOLOGIES INC$27,710,212$17,381 â–¼-0.1%237,54811.8%CL ATSLATesla$25,222,444$21,014 â–¼-0.1%60,01310.8%Consumer DiscretionaryPANWPalo Alto Networks$20,091,746$41,237 â–²0.2%58,9558.6%TechnologyVRTVertiv$15,758,530$8,351 â–²0.1%47,1766.7%IndustrialsAAPLApple$15,757,628$469,066 â–¼-2.9%54,5566.7%TechnologySNOWSnowflake$15,509,096$33,839 â–¼-0.2%60,9566.6%TechnologyMSFTMicrosoft$11,691,931$22,373 â–²0.2%31,3565.0%TechnologyCOSTCostco Wholesale$7,109,247$23,426 â–¼-0.3%7,5873.0%Consumer StaplesSOFISoFi Technologies$6,839,745$231,577 â–²3.5%381,3632.9%FinanceAMZNAmazon.com$6,738,818$37,445 â–²0.6%28,2552.9%Consumer DiscretionaryMETAMeta Platforms$4,288,426$207,832 â–²5.1%7,6141.8%Communication ServicesPGRProgressive$4,207,774$173,566 â–¼-4.0%19,2491.8%FinanceCOREWEAVE INC$3,561,698$1,237,302 â–²53.2%35,8761.5%COM CL AGEGE Aerospace$2,524,560$54,565 â–²2.2%6,7551.1%IndustrialsRXRXRecursion Pharmaceuticals$1,836,281$33,309 â–¼-1.8%500,3490.8%HealthcareGOOGLAlphabet$1,218,989$364,517 â–²42.7%3,4110.5%Communication ServicesCEGConstellation Energy$764,1410.0%3,0460.3%UtilitiesMGKVanguard Mega Cap Growth ETF$653,611$20,483 â–¼-3.0%7,4350.3%ETFCMGChipotle Mexican Grill$504,4240.0%14,8360.2%Consumer DiscretionaryISRGIntuitive Surgical$410,8030.0%1,0330.2%HealthcareGOOGAlphabet$330,3640.0%9350.1%Communication ServicesWALMART INC$303,2890.0%2,6540.1%COMAVGOBroadcom$299,5560.0%7930.1%TechnologyPHParker-Hannifin$292,4580.0%2990.1%IndustrialsAPHAmphenol$275,941$275,941 â–²New Holding1,5650.1%TechnologyJPMJPMorgan Chase & Co.$267,429$30,114 â–¼-10.1%8170.1%FinanceHWMHowmet Aerospace$257,8370.0%9590.1%IndustrialsHIMSHims & Hers Health$237,212$237,212 â–²New Holding6,8420.1%HealthcareCATCaterpillar$234,278$234,278 â–²New Holding2200.1%IndustrialsD-WAVE QUANTUM INC$0$439,899 â–¼-100.0%00.0%COMSPOTSpotify Technology$0$300,644 â–¼-100.0%00.0%Communication ServicesNEENextEra Energy$0$253,377 â–¼-100.0%00.0%UtilitiesShowing largest 100 holdings. 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