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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 13 of 14  ·  272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ATO ATMOS ENERGY CORP COM Utilities 10.0 $2K 0.00% NEW $167.60 +4.5%
242 NFG NATIONAL FUEL GAS CO COM Energy 20.0 $2K 0.00% NEW $80.05 -2.0%
243 BRX BRIXMOR PPTY GROUP INC COM Real Estate 59.0 $2K 0.00% NEW $26.22 +23.8%
244 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 10.0 $1K 0.00% NEW $148.70 +8.2%
245 HAL HALLIBURTON CO COM Energy 50.0 $1K 0.00% NEW $28.26 +21.1%
246 SEIC SEI INVTS CO COM Financial Services 17.0 $1K 0.00% NEW $82.00 +6.4%
247 KMX CARMAX INC COM Consumer Cyclical 33.0 $1K 0.00% NEW $38.64 +36.6%
248 TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF 31.0 $1K 0.00% NEW $38.23 +5.8%
249 QLYS QUALYS INC COM Technology 8.0 $1K NEW $132.88 -7.2%
250 UBER UBER TECHNOLOGIES INC COM Technology 13.0 $1K NEW $81.69 -6.7%
251 DORM DORMAN PRODS INC COM Consumer Cyclical 8.0 $986.0 NEW $123.25 +9.3%
252 SEDG SOLAREDGE TECHNOLOGIES INC COM Energy 32.0 $923.0 NEW $28.84 +79.4%
253 MU MICRON TECHNOLOGY INC COM Technology 3.0 $856.0 NEW $285.33 +296.8%
254 AM ANTERO MIDSTREAM CORP COM Energy 47.0 $836.0 NEW $17.79 +30.4%
255 LRN STRIDE INC COM Consumer Defensive 12.0 $779.0 NEW $64.92 +34.2%
256 UAA UNDER ARMOUR INC CL A Consumer Cyclical 120.0 $596.0 NEW $4.97 +26.8%
257 IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 11.0 $593.0 NEW $53.91 -1.1%
258 UA UNDER ARMOUR INC CL C Consumer Cyclical 120.0 $576.0 NEW $4.80 +26.0%
259 DTM DT MIDSTREAM INC COMMON STOCK Energy 3.0 $359.0 NEW $119.67 +26.0%
260 VTI VANGUARD TOTAL STOCK MARKET ETF 1.0 $335.0 NEW $335.00 +8.2%
Page 13 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%