D L Carlson Investment 13F-HR Quarterly holdings report by institutional manager

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

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COLUMN 1	COLUMN 2	COLUMN 3	COLUMN 4	COLUMN 5			COLUMN 6	COLUMN 7	COLUMN 8
			VALUE	SHRS OR	SH/	PUT/	INVESTMENT	OTHER	VOTING AUTHORITY
NAME OF ISSUER	TITLE OF CLASS	CUSIP	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
AEHR test Systems	COM	00760J108	3,127	221,778	SH		SOLE		88,058	0	133,720
Abbott Labs	COM	002824100	266	2,754	SH		SOLE		487	0	2,267
Accenture PLC	COM	g1151c101	904	3,515	SH		SOLE		810	0	2,705
Adobe Systems	COM	00724F101	1,323	4,808	SH		SOLE		1,099	0	3,709
Advncd Micro Devices Inc	COM	007903107	706	11,145	SH		SOLE		3,605	0	7,540
Albemarle Corp.	COM	012653101	4,263	16,121	SH		SOLE		6,225	0	9,896
Alliant Energy Corp	COM	018802108	1,145	21,604	SH		SOLE		4,593	0	17,011
Alphabet, Inc. Class A	COM	02079K305	12,307	128,672	SH		SOLE		44,280	0	84,392
Alphabet, Inc. Class C	COM	02079K107	1,018	10,585	SH		SOLE		1,464	0	9,121
Altria Group Inc	COM	02209s103	1,595	39,502	SH		SOLE		24,856	0	14,646
Amazon.com	COM	023135106	14,757	130,596	SH		SOLE		47,936	0	82,660
American Tower Corp	COM	03027x100	5,716	26,621	SH		SOLE		9,995	0	16,626
Amgen	COM	031162100	256	1,134	SH		SOLE		0	0	1,134
Analog Devices Inc.	COM	032654105	201	1,439	SH		SOLE		297	0	1,142
Apple Computer	COM	037833100	25,315	183,175	SH		SOLE		69,002	0	114,173
Archer Daniels Midld	COM	039483102	6,250	77,693	SH		SOLE		29,951	0	47,742
Ares Capital Corp.	COM	04010l103	790	46,791	SH		SOLE		8,810	0	37,981
BCE Inc.	COM	05534b760	459	10,940	SH		SOLE		740	0	10,200
Bank of America	COM	060505104	4,926	163,097	SH		SOLE		60,782	0	102,315
Bank of NY Mellon	COM	064058100	2,211	57,395	SH		SOLE		29,129	0	28,266
Berkshire Hathaway CL B New	COM	084670702	13,276	49,720	SH		SOLE		18,524	0	31,196
Bristol Myers	COM	110122108	5,853	82,334	SH		SOLE		31,282	0	51,052
Brown-Forman Cl B	COM	115637209	3,246	48,757	SH		SOLE		20,135	0	28,622
CF Industries Holdings	COM	125269100	4,558	47,359	SH		SOLE		19,173	0	28,186
CVS Health Corp.	COM	126650100	8,537	89,514	SH		SOLE		32,841	0	56,673
Canoo Inc.	COM	13803r102	19	10,000	SH		SOLE		0	0	10,000
Chevron Corp	COM	166764100	515	3,587	SH		SOLE		1,389	0	2,198
Confluent Inc.	COM	20717m103	771	32,454	SH		SOLE		4,732	0	27,722
Consumer Staples SPDR	COM	81369y308	2,496	37,397	SH		SOLE		7,586	0	29,811
Deere & Co	COM	244199105	7,109	21,291	SH		SOLE		9,044	0	12,247
Dominion Res New	COM	25746u109	3,561	51,528	SH		SOLE		22,175	0	29,353
Dow Chemical	COM	260557103	2,898	65,975	SH		SOLE		28,350	0	37,625
Dynatrace, Inc.	COM	268150109	4,815	138,332	SH		SOLE		54,736	0	83,596
EQT Corp.	COM	26884L109	4,305	105,642	SH		SOLE		50,332	0	55,310
Enbridge Inc.	COM	29250N105	361	9,733	SH		SOLE		3,717	0	6,016
Energy Select Spdr	COM	81369y506	12,096	167,951	SH		SOLE		31,128	0	136,823
Exxon Mobil	COM	30231g102	6,262	71,718	SH		SOLE		27,883	0	43,835
Fidelity MSCI Financials ETF	COM	316092501	272	6,303	SH		SOLE		0	0	6,303
Fidelity MSCI Health Care ETF	COM	316092600	405	7,028	SH		SOLE		0	0	7,028
Fidelity National Financial	COM	31620r303	4,842	133,759	SH		SOLE		53,423	0	80,336
First Solar, Inc.	COM	336433107	4,587	34,676	SH		SOLE		13,387	0	21,289
Fluor corp	COM	343412102	7,093	284,981	SH		SOLE		118,652	0	166,329
Ford Motor Co	COM	345370860	9,276	828,193	SH		SOLE		309,396	0	518,797
Fox Corp	COM	35137L105	4,067	132,564	SH		SOLE		51,433	0	81,131
Funko Inc	COM	361008105	2,220	109,775	SH		SOLE		50,345	0	59,430
Generac Holdings, Inc.	COM	368736104	684	3,839	SH		SOLE		1,754	0	2,085
Green Energy Renewable	COM	17277D101	0	10,000	SH		SOLE		0	0	10,000
Henry Schein Inc.	COM	806407102	6,394	97,218	SH		SOLE		38,253	0	58,965
Home Depot Inc.	COM	437076102	4,635	16,798	SH		SOLE		6,491	0	10,307
Honeywell Inc.	COM	438516106	661	3,957	SH		SOLE		887	0	3,070
IShares U.S. Industrials ETF	COM	464287754	1,705	20,356	SH		SOLE		2,617	0	17,739
Intercontinentalexchange	COM	45866f104	3,312	36,654	SH		SOLE		22,624	0	14,030
Intuitive Surgical Inc	COM	46120e602	5,444	29,042	SH		SOLE		12,340	0	16,702
Invesco QQQ Trust	COM	46090e103	313	1,172	SH		SOLE		0	0	1,172
Invesco S&P 500 Equal Weight E	COM	46137v357	1,071	8,418	SH		SOLE		948	0	7,470
Ishares Dow Jones U.S. Healthc	COM	464287762	981	3,878	SH		SOLE		583	0	3,295
Ishares High Dividend Eq Fd	COM	46429b663	235	2,569	SH		SOLE		95	0	2,474
JP Morgan Chase	COM	46625H100	7,116	68,096	SH		SOLE		24,419	0	43,677
Johnson & Johnson	COM	478160104	9,933	60,803	SH		SOLE		22,709	0	38,094
Kraft Heinz Co.	COM	500754106	2,521	75,603	SH		SOLE		32,850	0	42,753
Live Nation Entertainment	COM	538034109	3,057	40,204	SH		SOLE		17,560	0	22,644
Materials Select Sector SPDR	COM	81369y100	2,366	34,795	SH		SOLE		4,115	0	30,680
McDonalds Corp	COM	580135101	577	2,499	SH		SOLE		1,289	0	1,210
Meta Platforms Inc (was Facebo	COM	30303m102	3,594	26,491	SH		SOLE		11,072	0	15,419
Microsoft	COM	594918104	20,271	87,036	SH		SOLE		30,647	0	56,389
Morgan Stanley	COM	617446448	5,457	69,061	SH		SOLE		23,364	0	45,697
Netflix	COM	64110l106	4,788	20,337	SH		SOLE		9,307	0	11,030
Nextera Energy Inc.	COM	65339f101	4,522	57,670	SH		SOLE		21,603	0	36,067
Nextera Energy Partners	COM	65341b106	469	6,480	SH		SOLE		220	0	6,260
Nike Inc. Cl B	COM	654106103	3,257	39,188	SH		SOLE		14,681	0	24,507
Norfolk & Southern Co	COM	655844108	5,177	24,696	SH		SOLE		9,147	0	15,549
Northrop Grumman Corp.	COM	666807102	12,384	26,330	SH		SOLE		10,366	0	15,964
Nucor Corp.	COM	670346105	4,375	40,892	SH		SOLE		17,356	0	23,536
Occidental Petroleum	COM	674599105	3,501	56,979	SH		SOLE		25,281	0	31,698
Old Dominion Freight Line, Inc	COM	679580100	670	2,692	SH		SOLE		896	0	1,796
PNC Fin'l. Services Group	COM	693475105	5,245	35,101	SH		SOLE		14,229	0	20,872
Pepsico Inc.	COM	713448108	736	4,510	SH		SOLE		1,746	0	2,764
Pfizer Inc.	COM	717081103	236	5,383	SH		SOLE		147	0	5,236
Procter Gamble	COM	742718109	4,004	31,717	SH		SOLE		12,992	0	18,725
Quest Diagnostics Inc.	COM	74834l100	1,335	10,879	SH		SOLE		2,760	0	8,119
Raytheon Technologies Corporat	COM	75513e101	4,206	51,379	SH		SOLE		19,960	0	31,419
Real Estate Select Sector SPDR	COM	81369y860	481	13,370	SH		SOLE		65	0	13,305
Repligen Corp.	COM	759916109	1,828	9,767	SH		SOLE		2,409	0	7,358
Roblox Corp.	COM	771049103	5,800	161,838	SH		SOLE		62,755	0	99,083
SPDR S&P 500 ETF Trust	COM	78462f103	1,981	5,547	SH		SOLE		1,282	0	4,265
SPDR S&P Biotech ETF	COM	78464a870	6,610	83,332	SH		SOLE		33,333	0	49,999
SPDR S&P Oil & Gas	COM	78468R556	1,926	15,440	SH		SOLE		4,362	0	11,078
Schlumberger Ltd	COM	806857108	3,609	100,541	SH		SOLE		39,453	0	61,088
Schwab US Broad Market	COM	808524102	15,193	361,823	SH		SOLE		27,407	0	334,416
Schwab US Large Cap Growth ETF	COM	808524300	790	14,160	SH		SOLE		2,253	0	11,907
Sector SPDR Fincl. Select	COM	81369y605	1,399	46,064	SH		SOLE		6,340	0	39,724
Snowflake Inc.	COM	833445109	3,119	18,354	SH		SOLE		8,089	0	10,265
Southern Company	COM	842587107	3,204	47,123	SH		SOLE		21,200	0	25,923
Southwestern Energy	COM	845467109	3,140	513,116	SH		SOLE		211,600	0	301,516
Spdr S&P Mtl & Mining	COM	78464a755	584	13,751	SH		SOLE		300	0	13,451
Starbucks	COM	855244109	489	5,801	SH		SOLE		545	0	5,256
Target Corp	COM	87612e106	2,182	14,702	SH		SOLE		2,963	0	11,739
Technology Select Sect SPDR	COM	81369y803	231	1,943	SH		SOLE		45	0	1,898
Texas Instruments	COM	882508104	5,782	37,354	SH		SOLE		13,337	0	24,017
The Mosaic Co.	COM	61945c103	4,559	94,339	SH		SOLE		34,779	0	59,560
Travelers Companies	COM	89417e109	265	1,730	SH		SOLE		900	0	830
US Bancorp	COM	902973304	231	5,725	SH		SOLE		2,100	0	3,625
Union Pacific Corp.	COM	907818108	353	1,813	SH		SOLE		231	0	1,582
United Health Group Inc.	COM	91324p102	13,281	26,297	SH		SOLE		9,657	0	16,640
Utilities Select Sector SPDR	COM	81369y886	2,173	33,176	SH		SOLE		5,492	0	27,684
Vanguard Dividend Appreciation	COM	921908844	451	3,336	SH		SOLE		545	0	2,791
Vanguard Small Cap EFT	COM	922908751	267	1,562	SH		SOLE		0	0	1,562
Vanguard Value Index Fd ETF	COM	922908744	200	1,620	SH		SOLE		0	0	1,620
Verizon	COM	92343v104	275	7,251	SH		SOLE		1,995	0	5,256
W P Carey Inc	COM	92936U109	3,106	44,497	SH		SOLE		18,477	0	26,020
WEC Energy Group, Inc.	COM	92939U106	291	3,255	SH		SOLE		2,195	0	1,060
Waste Management Inc.	COM	94106l109	5,984	37,353	SH		SOLE		14,893	0	22,460
Wingstop INC	COM	974155103	3,472	27,683	SH		SOLE		11,410	0	16,273
Wolfspeed, Inc. (formerly Cree	COM	977852102	21,757	210,496	SH		SOLE		77,124	0	133,372
iShares Core S&P 500 Index	COM	464287200	1,142	3,184	SH		SOLE		0	0	3,184
iShares DJ US Tech Sec	COM	464287721	489	6,664	SH		SOLE		1,188	0	5,476
iShares MSCI EAFE	COM	464287465	918	16,387	SH		SOLE		450	0	15,937
iShares MSCI Emerging Mkts ex	COM	46434G764	268	6,042	SH		SOLE		205	0	5,837
iShares Nasdaq Biotech Indx	COM	464287556	256	2,190	SH		SOLE		335	0	1,855
iShares Russell 2000	COM	464287655	295	1,789	SH		SOLE		0	0	1,789
Bank of Am 4.25 Pref Stock Per	PFD	06055h806	503	29,000	SH		SOLE		12,000	0	17,000
Charles Schwab 4.45 pfd Ser. J	PFD	808513865	1,137	59,645	SH		SOLE		16,580	0	43,065
First Republic Bank 5.5 pfd	PFD	336158803	1,186	51,500	SH		SOLE		12,800	0	38,700
JP Morgan Chase & Co. 4.75 Pfd	PFD	48128B622	1,600	75,960	SH		SOLE		20,280	0	55,680
Wells Fargo 4.75 Pfd. Perpetua	PFD	94988U151	529	28,150	SH		SOLE		8,600	0	19,550
Wells Fargo & Co 7.50 Cv Pfd S	COM	949746804	241	200	SH		SOLE		200	0	0