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Portfolio (Quarterly) Guide ↗

Carter Financial Group, INC.

· CIK 0001919749
13F Portfolio $162M AUM 126 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 31 Added 60 Reduced 7 Exited
Page 2 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ASML ASML Holding NV ADR Technology 311.0 $411K 0.25% +122.0 +64.5% $1320.84 +23.6%
22 SAN Banco Santander SA ADR Financial Services 31,926.0 $360K 0.22% +638.0 +2.0% $11.28 +6.7%
23 TD The Toronto-Dominion Bank Financial Services 3,774.0 $352K 0.22% +369.0 +10.8% $93.31 +19.9%
24 CAT Caterpillar Inc Industrials 483.0 $342K 0.21% +117.0 +32.0% $708.40 +24.2%
25 MU Micron Technology Inc Technology 945.0 $319K 0.20% +104.0 +12.4% $337.84 +122.3%
26 MCD McDonald's Corp Consumer Cyclical 977.0 $304K 0.19% +9.0 +0.9% $310.69 -9.1%
27 GEV GE Vernova Inc Utilities 340.0 $297K 0.18% +19.0 +5.9% $872.90 +19.0%
28 GUNR FlexShares Mstar Glbl Upstrm Nat Res ETF 5,066.0 $279K 0.17% +203.0 +4.2% $55.16 -1.6%
29 SCHE Schwab Emerging Markets Equity ETF TM 6,416.0 $211K 0.13% +278.0 +4.5% $32.95 +8.5%
30 LYG Lloyds Banking Group PLC ADR Financial Services 25,044.0 $126K 0.08% +725.0 +3.0% $5.03 +6.6%
31 DHF BNY Mellon High Yield Strategies Fund Financial Services 20,257.0 $49K 0.03% +238.0 +1.2% $2.44 -0.4%
Page 2 of 2  ·  31 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 36.2%
Financial Services 24.0%
Communication Services 12.8%
Consumer Cyclical 7.5%
Industrials 7.3%
Energy 4.8%
Healthcare 3.5%
Consumer Defensive 1.8%
Utilities 1.4%
Basic Materials 0.4%