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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 1 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQM INVESCO EXCH TRADED FD TR II 44,132.0 $13.4M 6.93% -2K -5.2% $302.97 -2.6%
2 BLOK AMPLIFY ETF TR 120,017.0 $7.5M 3.90% -9K -6.8% $62.63 -0.9%
3 AAPL APPLE INC Technology 22,405.0 $6.5M 3.36% -3K -12.2% $289.36 +10.5%
4 SMH VANECK ETF TRUST 4,318.0 $2.8M 1.47% -23.0 -0.5% $655.84 -15.7%
5 TSLA TESLA INC Consumer Cyclical 5,415.0 $2.3M 1.18% -639.0 -10.6% $420.61 -17.1%
6 PPA INVESCO EXCHANGE TRADED FD T 9,887.0 $1.7M 0.91% -256.0 -2.5% $176.64 -3.8%
7 SHLD GLOBAL X FDS 27,386.0 $1.6M 0.85% -182.0 -0.7% $59.90 +10.5%
8 INTC INTEL CORP Technology 11,562.0 $1.6M 0.84% -182.0 -1.6% $139.63 -35.9%
9 PLTR PALANTIR TECHNOLOGIES INC Technology 13,180.0 $1.5M 0.80% -621.0 -4.5% $116.67 +59.7%
10 GABF GABELLI ETFS TRUST 31,728.0 $1.4M 0.72% -33K -50.8% $44.01 +6.6%
11 MU MICRON TECHNOLOGY INC Technology 837.0 $966K 0.50% -108.0 -11.4% $1154.30 -19.2%
12 RTX RTX CORPORATION Industrials 4,951.0 $939K 0.49% -140.0 -2.8% $189.72 +11.6%
13 WMT WALMART INC Consumer Defensive 7,171.0 $812K 0.42% -1K -12.8% $113.27 -9.0%
14 AMGN AMGEN INC Healthcare 2,236.0 $810K 0.42% -36.0 -1.6% $362.06 +19.4%
15 ORCL ORACLE CORP Technology 5,113.0 $749K 0.39% -40.0 -0.8% $146.54 +2.9%
16 CALF PACER FDS TR 14,423.0 $730K 0.38% -92K -86.4% $50.61 +14.3%
17 AVGO BROADCOM INC Technology 1,836.0 $694K 0.36% -317.0 -14.7% $377.73 -2.4%
18 IWB ISHARES TR 1,547.0 $633K 0.33% -40.0 -2.5% $409.45 +2.9%
19 XOVR ENTREPRENEURSHARES SERIES TR 29,514.0 $621K 0.32% -4K -11.2% $21.05 -1.6%
20 BLDG CAMBRIA ETF TR 22,933.0 $619K 0.32% -104K -82.0% $27.00 -0.1%
Page 1 of 3  ·  41 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%