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Portfolio (Quarterly) Guide ↗

Carter Financial Group, INC.

· CIK 0001919749
13F Portfolio $193M AUM 134 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 53 Added 41 Reduced 12 Exited
Page 2 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NGL NGL ENERGY PARTNERS LP Energy 66,889.0 $1.1M 0.55% +2K +3.1% $15.93 +15.0%
22 MBB ISHARES TR 9,885.0 $934K 0.48% +1K +11.7% $94.52 -1.6%
23 AMD ADVANCED MICRO DEVICES INC Technology 1,519.0 $882K 0.46% +179.0 +13.4% $580.96 -19.5%
24 QTUM ETF SER SOLUTIONS 5,036.0 $833K 0.43% +61.0 +1.2% $165.39 -10.7%
25 EMB ISHARES TR 8,436.0 $814K 0.42% +854.0 +11.3% $96.44 -1.8%
26 VCIT VANGUARD SCOTTSDALE FDS 9,490.0 $784K 0.41% +1K +13.6% $82.65 -1.9%
27 META META PLATFORMS INC Communication Services 1,384.0 $779K 0.40% +243.0 +21.3% $563.18 +1.4%
28 VGIT VANGUARD SCOTTSDALE FDS 12,418.0 $732K 0.38% +1K +10.4% $58.98 -1.3%
29 ASML ASML HLDG NV Technology 357.0 $710K 0.37% +46.0 +14.8% $1989.45 -15.1%
30 JNJ JOHNSON & JOHNSON Healthcare 2,640.0 $670K 0.35% +523.0 +24.7% $253.93 +5.0%
31 LRCX LAM RESEARCH CORP Technology 1,431.0 $620K 0.32% +62.0 +4.5% $433.58 -30.6%
32 QUIZ ZACKS TRUST 20,026.0 $585K 0.30% +2K +8.3% $29.22 +1.1%
33 CSHI NEOS ETF TRUST 10,620.0 $529K 0.27% +461.0 +4.5% $49.81 -0.1%
34 RY ROYAL BK CDA Financial Services 2,407.0 $498K 0.26% +150.0 +6.7% $206.97 -1.7%
35 TD TORONTO DOMINION BK ONT Financial Services 3,993.0 $485K 0.25% +219.0 +5.8% $121.43 -0.1%
36 IBB ISHARES TR 2,423.0 $461K 0.24% +53.0 +2.2% $190.18 +9.5%
37 HSBC HSBC HLDGS PLC Financial Services 4,746.0 $451K 0.23% +184.0 +4.0% $95.09 +8.4%
38 CSCO CISCO SYS INC Technology 3,762.0 $442K 0.23% +961.0 +34.3% $117.46 -6.0%
39 VCSH VANGUARD SCOTTSDALE FDS 5,237.0 $414K 0.21% +534.0 +11.3% $79.03 -0.6%
40 ABBV ABBVIE INC Healthcare 1,596.0 $402K 0.21% +255.0 +19.0% $251.61 +1.7%
Page 2 of 3  ·  53 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 42.9%
Financial Services 22.4%
Industrials 7.7%
Consumer Cyclical 7.4%
Communication Services 7.3%
Energy 4.9%
Healthcare 3.4%
Consumer Defensive 1.7%
Utilities 1.0%
Basic Materials 0.9%