CARLSON FINANCIAL, INC. Last Quarter Change: USA Stocks, New

CARLSON FINANCIAL, INC. quarter change: USA Stocks, New

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, CARLSON FINANCIAL, INC. opened 7 positions, added to 35, reduced 44, sold out of 8 and left 5 unchanged. The largest increase in value was AXON (+$2,356,250); the largest decrease was VLO (-$649,032).

GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2026-03-31 0; Shares 2026-06-30 1,699.
INTC: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 2,669.
IONQ: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 6,877.
FCEL: Country of operation United States; Class COM NEW; Shares 2026-03-31 0; Shares 2026-06-30 9,543.

Two Form 13F-HR filings compared (SEC CIK 2134889): 2026-03-31 (filed 2026-08-24) and 2026-06-30 (filed 2026-08-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
GOOGL ALPHABET INC	United States	CAP STK CL A	1,699	+1,699	$0	$607,114	+$607,114
INTC INTEL CORP	United States	COM	2,669	+2,669	$0	$372,571	+$372,571
IONQ IONQ INC	United States	COM	6,877	+6,877	$0	$366,271	+$366,271
FCEL FUELCELL ENERGY INC	United States	COM NEW	9,543	+9,543	$0	$343,642	+$343,642
CBRS CEREBRAS SYSTEMS INC	United States	COM CL A	1,458	+1,458	$0	$322,218	+$322,218
SNOW SNOWFLAKE INC	United States	COM SHS	944	+944	$0	$240,254	+$240,254
PL PLANET LABS PBC	United States	COM CL A	6,987	+6,987	$0	$231,481	+$231,481

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