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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Carlson Capital
Value
$281M
Stocks
49 Stocks
Turnover
0.0%
Top Holdings
HBAN(7.61%) WFC(5.71%) PNFP(5.47%) COF(5.15%) JPM(4.67%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| HBAN | None | Huntington Bancshares | General | $36.4M | 0 | 7.6% | 0 | No Change |
| WFC | None | Wells Fargo & Company | Financials | $27.3M | 0 | 5.7% | 0 | No Change |
| PNFP | None | Pinnacle Financial Partners | Financials | $26.2M | 0 | 5.5% | 0 | No Change |
| COF | None | Capital One Financial Corporation | Financials | $24.6M | 0 | 5.2% | 0 | No Change |
| JPM | None | JPMorgan Chase & Company | Financials | $22.4M | 0 | 4.7% | 0 | No Change |
| PG | None | Procter & Gamble | Consumer Staples | $21.3M | 0 | 4.4% | 0 | No Change |
| BAC | None | Bank of America Corp. | Financials | $18.0M | 0 | 3.8% | 0 | No Change |
| TFC | None | Truist | Financials | $16.4M | 0 | 3.4% | 0 | No Change |
| MCD | None | McDonald's | Consumer Discretionary | $15.1M | 0 | 3.2% | 0 | No Change |
| DVN | None | Devon Energy Corp. | Energy | $13.7M | 0 | 2.9% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent sells. | ||||
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Financials | 14 | $193.6M | 40.5% |
| General | 6 | $75.0M | 15.7% |
| Energy | 7 | $71.7M | 15.0% |
| Consumer Staples | 6 | $58.8M | 12.3% |
| Consumer Discretionary | 3 | $23.0M | 4.8% |
| Industrials | 4 | $21.1M | 4.4% |
| Communication Services | 3 | $12.3M | 2.6% |
| Information Technology | 3 | $10.7M | 2.2% |
| Real Estate | 1 | $9.6M | 2.0% |
| Technology | 1 | $1.6M | 0.3% |
| Consumer Cyclical | 1 | $1.4M | 0.3% |