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Portfolio (Quarterly) Guide ↗

Carson Advisory Inc.

· CIK 0001909304
13F Portfolio $218M AUM 204 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 204 New
Page 1 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HD HOME DEPOT INC Consumer Cyclical 31,235.0 $11.0M 5.06% NEW $352.68 -3.7%
2 CGGO CAPITAL GROUP GBL GROWTH EQT 242,812.0 $10.3M 4.72% NEW $42.33 -4.0%
3 CGCV CAPITAL GROUP CONSERVATIVE E 301,168.0 $9.9M 4.54% NEW $32.82 +2.0%
4 TCAF T ROWE PRICE EXCHANGE-TRADED 227,419.0 $9.3M 4.29% NEW $41.10 +3.1%
5 BERKSHIRE HATHAWAY INC DEL 15,373.0 $7.7M 3.53% NEW $500.39
6 SO SOUTHERN CO Utilities 70,389.0 $6.7M 3.09% NEW $95.71 -3.5%
7 AAPL APPLE INC Technology 19,641.0 $5.7M 2.61% NEW $289.35 +7.3%
8 EIX EDISON INTL Utilities 71,827.0 $5.3M 2.46% NEW $74.45 -0.7%
9 D DOMINION ENERGY INC Utilities 74,040.0 $5.1M 2.32% NEW $68.29 +0.9%
10 BINC BLACKROCK ETF TRUST II 94,424.0 $4.9M 2.27% NEW $52.34 -0.7%
11 IBM INTERNATIONAL BUSINESS MACHS Technology 16,074.0 $4.5M 2.08% NEW $281.22 -16.9%
12 CGDV CAPITAL GROUP DIVIDEND VALUE 87,852.0 $4.3M 1.99% NEW $49.28 +2.5%
13 AES AES CORP Utilities 276,977.0 $4.1M 1.86% NEW $14.66 +0.6%
14 DUK DUKE ENERGY CORP NEW Utilities 30,595.0 $3.9M 1.78% NEW $126.58 -1.8%
15 BAC BANK OF AMER CORP Financial Services 54,427.0 $3.1M 1.42% NEW $56.98 +12.4%
16 MSFT MICROSOFT CORP Technology 8,261.0 $3.1M 1.42% NEW $373.02 +29.3%
17 JPM JPMORGAN CHASE & CO Financial Services 8,963.0 $2.9M 1.35% NEW $327.31 +10.5%
18 DAL DELTA AIR LINES INC Industrials 27,821.0 $2.6M 1.20% NEW $93.66 -7.8%
19 JNJ JOHNSON & JOHNSON Healthcare 10,242.0 $2.6M 1.20% NEW $253.98 +6.4%
20 TCAL T ROWE PRICE EXCHANGE-TRADED 111,241.0 $2.5M 1.13% NEW $22.20 +4.6%
Page 1 of 11  ·  204 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
Utilities 20.7%
Financial Services 19.9%
Technology 16.7%
Consumer Cyclical 11.7%
Industrials 8.4%
Consumer Defensive 7.0%
Healthcare 6.1%
Communication Services 3.6%
Energy 3.4%
Real Estate 1.8%