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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  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CAT CATERPILLAR INC Industrials 480.0 $511K 0.27% -3.0 -0.6% $1064.83 -25.6%
22 C CITIGROUP INC Financial Services 3,454.0 $483K 0.25% -505.0 -12.8% $139.97 -5.9%
23 IEMG ISHARES INC 5,418.0 $449K 0.23% -224.0 -4.0% $82.84 -1.6%
24 GS GOLDMAN SACHS GROUP INC Financial Services 436.0 $441K 0.23% -63.0 -12.6% $1011.54 +1.5%
25 AXP AMERICAN EXPRESS CO Financial Services 1,296.0 $438K 0.23% -76.0 -5.5% $338.33 -2.2%
26 GE GE AEROSPACE Industrials 1,162.0 $434K 0.23% -314.0 -21.3% $373.83 -10.5%
27 IBM INTERNATIONAL BUSINESS MACHS Technology 1,468.0 $413K 0.21% -110.0 -7.0% $281.31 -16.7%
28 ITOT ISHARES TR 2,402.0 $395K 0.20% -81.0 -3.3% $164.28 +2.0%
29 GEV GE VERNOVA INC Utilities 333.0 $391K 0.20% -7.0 -2.1% $1175.34 -24.1%
30 VB VANGUARD INDEX FDS 1,120.0 $340K 0.18% -38.0 -3.3% $303.20 -1.5%
31 BAC BANK OF AMER CORP Financial Services 5,874.0 $335K 0.17% -239.0 -3.9% $56.98 +8.9%
32 JPM JPMORGAN CHASE & CO Financial Services 970.0 $317K 0.17% -2K -61.1% $327.28 +8.8%
33 V VISA INC Financial Services 897.0 $308K 0.16% -90.0 -9.1% $343.04 +11.0%
34 CEG CONSTELLATION ENERGY CORP Utilities 1,004.0 $249K 0.13% -97.0 -8.8% $248.35 +12.0%
35 WELL WELLTOWER INC Real Estate 1,066.0 $242K 0.12% -23.0 -2.1% $227.03 +3.4%
36 BLOCK INC 3,066.0 $233K 0.12% -3K -49.6% $76.00
37 MMM 3M CO Industrials 1,384.0 $224K 0.12% -10.0 -0.7% $161.91 +6.6%
38 NVS NOVARTIS AG Healthcare 1,406.0 $220K 0.11% -1K -46.9% $156.73 -2.9%
39 COF CAPITAL ONE FINL CORP Financial Services 1,050.0 $211K 0.11% -106.0 -9.2% $200.66 +6.5%
40 SAN BANCO SANTANDER SA Financial Services 15,106.0 $208K 0.11% -17K -52.7% $13.80 +5.6%
Page 2 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%