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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 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SHLD Global X Defense Tech ETF 27,568.0 $2.0M 1.21% +1K +5.0% $70.84 -8.0%
22 JMBS Janus Henderson Mortgage-Backed Sec ETF 41,343.0 $1.9M 1.16% +4K +11.0% $45.18 -0.4%
23 JPMorgan Ultra-Short Income ETF 34,989.0 $1.8M 1.09% -427.0 -1.2% $50.61
24 XOM Exxon Mobil Corp Energy 10,193.0 $1.7M 1.07% +247.0 +2.5% $169.66 -8.7%
25 PPA Invesco Aerospace & Defense ETF 10,143.0 $1.7M 1.04% -198.0 -1.9% $165.70 +2.7%
26 SMH VanEck Semiconductor ETF 4,341.0 $1.7M 1.03% +31.0 +0.7% $383.39 +50.3%
27 SCHH Schwab US REIT ETFA TM 74,863.0 $1.6M 0.99% -6K -7.6% $21.49 +10.2%
28 AMZN Amazon.com Inc Consumer Cyclical 7,676.0 $1.6M 0.99% +579.0 +8.2% $208.27 +27.9%
29 AIS VistaShares Artfcl Intlgc Supercycle ETF 31,580.0 $1.3M 0.82% +19K +146.2% $41.91 +70.4%
30 SPY State Street(R) SPDR(R) S&P 500(R) ETF Financial Services 1,967.0 $1.3M 0.79% $650.50 +14.6%
31 ZECP Zacks Earnings Consistent ETF 36,342.0 $1.2M 0.76% -1K -3.2% $33.83 +9.5%
32 BNDX Vanguard Total International Bond ETF 24,190.0 $1.2M 0.72% -498.0 -2.0% $48.05 +0.0%
33 ITW Illinois Tool Works Inc Industrials 4,455.0 $1.2M 0.72% +31.0 +0.7% $260.31 -3.1%
34 IWV iShares Russell 3000 ETF 3,115.0 $1.2M 0.71% $370.63 +14.0%
35 VOO Vanguard S&P 500 ETF 1,928.0 $1.2M 0.71% -47.0 -2.4% $597.50 +14.7%
36 WMT Walmart Inc Consumer Defensive 8,219.0 $1.0M 0.63% +1K +21.1% $124.28 -3.2%
37 VTEB Vanguard Tax-Exempt Bond ETF 20,316.0 $1.0M 0.63% -276.0 -1.3% $49.89 -0.0%
38 ANET Arista Networks Inc Technology 8,079.0 $992K 0.61% $122.78 +25.5%
39 RTX RTX Corp Industrials 5,091.0 $982K 0.61% +63.0 +1.2% $192.90 -8.2%
40 SLYV State Street(R) SPDR(R) S&P 600(TM) Sm CpValETF 8,938.0 $845K 0.52% -265.0 -2.9% $94.58 +9.3%
Page 2 of 7  ·  126 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%