Equal-WT
WhaleScore 2.0
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Carroll Investors is based out of Mt Pleasant. Carroll Investors is a large advisory firm with 92 clients and discretionary assets under management (AUM) of $213,328,684 (Form ADV from 2025-03-19). Their last reported 13F filing for Q4 2024 included $177,347,400 in managed 13F securities
and a top 10 holdings concentration of 84.73%. Carroll Investors's largest holding is Tesla Inc with shares held of 64,989. Whalewisdom has at least 13 13F filings
Business Description
Carroll Investors, Inc. is a registered investment advisor based in Mt Pleasant, SC, providing investment advisory services since 01/01/2021. The firm is owned and operated by Stephen Carroll, who serves as the President. They offer discretionary portfolio management services tailored to meet individual client needs and investment objectives.
Carroll Investors, Inc. prioritizes client interests and adheres to a professional standard of care. They ensure their financial interests never supersede those of their clients and avoid misleading statements regarding conflicts of interest, fees, and investments. The firm also maintains policies and procedures to ensure advice is in the best interest of clients, charges reasonable fees, and provides basic information about conflicts of interest. They benefit financially from asset rollovers to accounts they manage, but only recommend rollovers when they believe it's in the client's best interest.
Investment Strategy
Carroll Investors uses a long-term growth equity strategy that focuses on individual companies expected to offer earnings growth potential. The advisor takes a holistic approach when selecting holdings or allocations, considering all other investments for each individual.
The firm primarily selects growth stocks, which can lead to a concentration of stocks in the portfolio and a higher risk of loss compared to a diversified portfolio. This strategy is recommended for clients who have other investments that provide diversification in their overall portfolio and net worth.
Owners
- CARROLL, STEPHEN, DARRYL - PRESIDENT/CEO
- HOWE, MARIA, MARTINO - CHIEF COMPLIANCE OFFICER Click on the Ownership/Private Fund Data tab for more details.
Other Contact Information
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2024-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| PLTR Palantir Technologie | 4.52% |
| TSLA Tesla Inc | 3.74% |
| AMZN Amazon.com Inc | 0.27% |
| RXRX Recursion Pharmaceut | 0.24% |
| ROST Ross Stores, Inc. | 0.2% |
2024-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| CMG Chipotle Mexican Gri | 1.86% |
| AAPL Apple Inc | 1.08% |
| NVDA NVIDIA Corp | 0.81% |
| HD Home Depot, Inc. | 0.78% |
| TTD Trade Desk Inc | 0.43% |
2024-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| TSLA Tesla Inc | 14.83% |
| AAPL Apple Inc | 12.27% |
| NVDA NVIDIA Corp | 12.08% |
| PLTR Palantir Technologie | 10.24% |
| CMG Chipotle Mexican Gri | 9.06% |
2024-12-31
13F Activity
| Market Value | $177m, Prior: $153m |
| Inflows (Outflows) as % of Total MV | (-0.2486)% |
| New Purchases | 1 stocks |
| Added To | 11 stocks |
| Sold out of | 2 stocks |
| Reduced holdings in | 8 stocks |
| Top 10 Holdings % | 84.73% |
| Turnover %[1] | 9.68% |
| Turnover Alt %[2] | 1.94% |
| Time Held Top 20 | 7.4 quarters |
| Time Held Top 10 | 7.2 quarters |
| Time Held All | 6.9 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-12-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31