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Portfolio (Quarterly) Guide ↗

Carolina Wealth Advisors, LLC

· CIK 0001786411
13F Portfolio $224M AUM 272 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 272 New
Page 12 of 14  ·  272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CBOE CBOE GLOBAL MKTS INC COM Financial Services 10.0 $3K 0.00% NEW $251.00 -3.5%
222 STRL STERLING INFRASTRUCTURE INC COM Industrials 8.0 $2K 0.00% NEW $306.25 +162.8%
223 FSM FORTUNA MNG CORP COM NEW Basic Materials 245.0 $2K 0.00% NEW $9.81 -13.2%
224 UHS UNIVERSAL HLTH SVCS INC CL B Healthcare 11.0 $2K 0.00% NEW $218.00 -33.2%
225 WTFC WINTRUST FINL CORP COM Financial Services 17.0 $2K 0.00% NEW $139.82 +15.4%
226 PYPL PAYPAL HLDGS INC COM Financial Services 40.0 $2K 0.00% NEW $58.38 -24.1%
227 DIS DISNEY WALT CO COM Communication Services 19.0 $2K 0.00% NEW $113.79 -13.2%
228 CACI CACI INTL INC CL A Technology 4.0 $2K 0.00% NEW $532.75 -14.8%
229 RL RALPH LAUREN CORP CL A Consumer Cyclical 6.0 $2K 0.00% NEW $353.67 +16.3%
230 NEM NEWMONT CORP COM Basic Materials 21.0 $2K 0.00% NEW $99.86 -3.7%
231 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 10.0 $2K 0.00% NEW $207.80 -43.4%
232 OSIS OSI SYSTEMS INC COM Technology 8.0 $2K 0.00% NEW $255.00 -14.4%
233 WMB WILLIAMS COS INC COM Energy 32.0 $2K 0.00% NEW $60.12 +29.6%
234 BTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 47.0 $2K 0.00% NEW $38.72 -31.8%
235 AYI ACUITY INC COM Industrials 5.0 $2K 0.00% NEW $360.00 +0.7%
236 DOCU DOCUSIGN INC COM Technology 26.0 $2K 0.00% NEW $68.38 -33.9%
237 PH PARKER-HANNIFIN CORP COM Industrials 2.0 $2K 0.00% NEW $879.00 +10.2%
238 ADBE ADOBE INC COM Technology 5.0 $2K 0.00% NEW $350.00 -42.1%
239 GFI GOLD FIELDS LTD SPONSORED ADR Basic Materials 40.0 $2K 0.00% NEW $43.65 -23.2%
240 JPLD JPMORGAN LIMITED DURATION BOND ETF 33.0 $2K 0.00% NEW $52.33 -0.3%
Page 12 of 14  ·  272 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.2%
Consumer Cyclical 17.8%
Financial Services 14.3%
Healthcare 9.3%
Industrials 9.2%
Consumer Defensive 8.8%
Communication Services 5.8%
Energy 5.6%
Basic Materials 4.8%
Utilities 0.1%