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Portfolio (Quarterly) Guide ↗

Carter Financial Group, INC.

· CIK 0001919749
13F Portfolio $169M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 121 New
Page 2 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPMorgan Ultra-Short Income ETF 35,416.0 $1.8M 1.07% NEW $50.77
22 SHLD Global X Defense Tech ETF 26,264.0 $1.7M 1.01% NEW $65.03 +1.7%
23 JMBS Janus Henderson Mortgage-Backed Sec ETF 37,259.0 $1.7M 1.01% NEW $45.69 -1.2%
24 SCHH Schwab US REIT ETF 81,013.0 $1.7M 1.00% NEW $20.89 +14.1%
25 AMZN Amazon.com Inc Consumer Cyclical 7,097.0 $1.6M 0.97% NEW $230.82 +14.9%
26 PPA Invesco Aerospace & Defense ETF 10,341.0 $1.6M 0.96% NEW $156.63 +11.1%
27 SMH VanEck Semiconductor ETF 4,310.0 $1.6M 0.92% NEW $360.12 +67.2%
28 SPY SPDR S&P 500 ETF Financial Services 1,976.0 $1.4M 0.80% NEW $683.71 +9.8%
29 ZECP Zacks Earnings Consistent ETF 37,547.0 $1.3M 0.78% NEW $35.04 +6.1%
30 VOO Vanguard S&P 500 ETF 1,975.0 $1.2M 0.73% NEW $627.23 +10.0%
31 IWV iShares Russell 3000 ETF 3,115.0 $1.2M 0.71% NEW $386.79 +10.0%
32 XOM Exxon Mobil Corp Energy 9,946.0 $1.2M 0.71% NEW $120.34 +28.7%
33 BNDX Vanguard Total International Bond ETF 24,688.0 $1.2M 0.71% NEW $48.32 -0.2%
34 ITW Illinois Tool Works Inc Industrials 4,424.0 $1.1M 0.65% NEW $247.94 +1.0%
35 ANET Arista Networks Inc Technology 8,069.0 $1.1M 0.63% NEW $131.03 +20.6%
36 ORCL Oracle Corp Technology 5,401.0 $1.1M 0.62% NEW $194.89 -0.9%
37 VTEB Vanguard Tax-Exempt Bond ETF 20,592.0 $1.0M 0.61% NEW $50.29 -0.4%
38 RTX RTX Corp Industrials 5,028.0 $922K 0.55% NEW $183.41 -2.4%
39 MBB iShares MBS ETF 9,045.0 $861K 0.51% NEW $95.22 -0.9%
40 AVGO Broadcom Inc Technology 2,466.0 $854K 0.51% NEW $346.16 +21.9%
Page 2 of 7  ·  121 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 38.7%
Financial Services 26.2%
Communication Services 12.8%
Industrials 6.7%
Consumer Cyclical 6.4%
Healthcare 3.4%
Energy 3.1%
Consumer Defensive 1.7%
Utilities 1.0%