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Carroll Investors, Inc

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13F filer, CIK 1911400, Mt Pleasant, SC

Carroll Investors, Inc reported $188,727,324 across 31 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-13. Its ten largest share positions make up 83.74% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-003221

Period
2025-06-30
Reported value
$189M
Holdings
31
Top 10 weight
83.74%
New
5
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NVDAadded+10,875$1.72M
SNOWadded+4,736$1.06M
VRTadded+5,396$692K
GEadded+1,265$324K
TTDadded+4,330$311K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
WMTreduced-16,125-$1.57M
CMGreduced-25,479-$1.43M
AAPLreduced-4,972-$1.02M
PLTRreduced-4,972-$677K
HDexited-1,819-$661K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001172661-25-003221, largest first. % of portfolio is the value over $188,727,324, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,638 shares; 2024Q4: 239,897 shares; 2025Q1: 236,394 shares; 2025Q2: 231,422 shares 231,422$31.5M16.7%-4,972Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,946 shares; 2024Q4: 159,164 shares; 2025Q1: 157,040 shares; 2025Q2: 167,915 shares 167,915$26.5M14.05%+10,875Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,661 shares; 2024Q4: 64,989 shares; 2025Q1: 65,599 shares; 2025Q2: 64,174 shares 64,174$20.4M10.81%-1,425Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,623 shares; 2024Q4: 86,862 shares; 2025Q1: 85,097 shares; 2025Q2: 80,125 shares 80,125$16.4M8.7%-4,972Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,262 shares; 2024Q4: 31,647 shares; 2025Q1: 31,847 shares; 2025Q2: 31,424 shares 31,424$15.6M8.28%-423Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,331 shares; 2024Q4: 266,602 shares; 2025Q1: 247,619 shares; 2025Q2: 222,140 shares 222,140$12.4M6.59%-25,479Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,310 shares; 2024Q4: 56,674 shares; 2025Q1: 57,483 shares; 2025Q2: 57,838 shares 57,838$11.8M6.26%+355Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,447 shares; 2024Q4: 33,385 shares; 2025Q1: 33,412 shares; 2025Q2: 38,148 shares 38,148$8.53M4.52%+4,736Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,659 shares; 2024Q4: 6,991 shares; 2025Q1: 7,376 shares; 2025Q2: 7,469 shares 7,469$7.39M3.91%+93Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,259 shares; 2024Q4: 59,057 shares; 2025Q1: 55,178 shares; 2025Q2: 51,915 shares 51,915$7.38M3.91%-3,263Timeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,210 shares; 2024Q4: 79,197 shares; 2025Q1: 88,325 shares; 2025Q2: 92,655 shares 92,655$6.65M3.52%+4,330Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,333 shares; 2024Q4: 28,202 shares; 2025Q1: 27,948 shares; 2025Q2: 28,226 shares 28,226$6.22M3.29%+278Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,614 shares; 2024Q4: 11,614 shares; 2025Q1: 12,872 shares; 2025Q2: 12,531 shares 12,531$3.34M1.77%-341Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,957 shares; 2024Q4: 12,800 shares; 2025Q1: 15,651 shares; 2025Q2: 21,047 shares 21,047$2.7M1.43%+5,396Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,694 shares; 2024Q4: 2,285 shares; 2025Q1: 2,750 shares; 2025Q2: 3,047 shares 3,047$2.24M1.19%+297Timeline
RXRXRECURSION PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,740 shares; 2024Q4: 246,985 shares; 2025Q1: 341,331 shares; 2025Q2: 385,602 shares 385,602$1.95M1.03%+44,271Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,137 shares; 2024Q4: 4,137 shares; 2025Q1: 4,924 shares; 2025Q2: 6,189 shares 6,189$1.59M0.84%+1,265Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,906 shares; 2024Q4: 6,906 shares; 2025Q1: 9,657 shares; 2025Q2: 9,074 shares 9,074$1.29M0.68%-583Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,450 shares; 2025Q2: 2,302 shares 2,302$741K0.39%+852Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,811 shares; 2024Q4: 3,811 shares; 2025Q1: 2,391 shares; 2025Q2: 3,411 shares 3,411$604K0.32%+1,020Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 1,549 shares; 2025Q1: 1,531 shares; 2025Q2: 1,549 shares 1,549$567K0.3%+18Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 639 shares; 2025Q2: 932 shares 932$506K0.27%+293Timeline
QBTSD-WAVE QUANTUM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,485 shares; 2024Q4: 30,485 shares; 2025Q1: 30,485 shares; 2025Q2: 30,485 shares 30,485$446K0.24%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 956 shares; 2025Q1: 956 shares; 2025Q2: 956 shares 956$276K0.15%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,654 shares; 2024Q4: 2,654 shares; 2025Q1: 18,779 shares; 2025Q2: 2,654 shares 2,654$258K0.14%-16,125Timeline
HIMSHIMS & HERS HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,921 shares 4,921$245K0.13%newTimeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 626 shares; 2025Q2: 626 shares 626$222K0.12%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 793 shares 793$219K0.12%newTimeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 251 shares; 2025Q1: not reported; 2025Q2: 211 shares 211$217K0.11%newTimeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 299 shares 299$209K0.11%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,152 shares 1,152$205K0.11%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
HDHOME DEPOT INC1,819$661Kshares
IVVISHARES TR547$307Kshares
UNHUNITEDHEALTH GROUP INC443$230Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-003221 base2025-08-13acceptance time not in the bulk data set