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Home > Institutional Investor > Carroll Investors, Inc > Profile

Instuitional Investor - Carroll Investors, Inc

Fund Profile
Filing Period:
Fund Name: Carroll Investors, Inc
Portfolio Value $120,545,795
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 87,575 $16,867,821 13.99%
2.
Tesla Inc.
 TSLA 64,118 $15,949,353 13.23%
3.
Chipotle Mexican Grill Inc
 CMG 300,350 $13,732,783 11.39%
4.
Microsoft Corp
 MSFT 30,111 $11,321,134 9.39%
5.
Block Inc.
 SQ 122,851 $9,525,867 7.9%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)