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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 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JMBS JANUS DETROIT STR TR 42,365.0 $1.9M 0.99% +1K +2.5% $45.19 -1.7%
22 AMZN AMAZON COM INC Consumer Cyclical 7,729.0 $1.8M 0.95% +53.0 +0.7% $238.34 +11.8%
23 J P MORGAN EXCHANGE TRADED F 36,222.0 $1.8M 0.95% +1K +3.5% $50.57
24 SCHH SCHWAB STRATEGIC TR 76,887.0 $1.8M 0.94% +2K +2.7% $23.68 +0.3%
25 PPA INVESCO EXCHANGE TRADED FD T 9,887.0 $1.7M 0.91% -256.0 -2.5% $176.64 -3.8%
26 SHLD GLOBAL X FDS 27,386.0 $1.6M 0.85% -182.0 -0.7% $59.90 +10.5%
27 INTC INTEL CORP Technology 11,562.0 $1.6M 0.84% -182.0 -1.6% $139.63 -35.9%
28 PLTR PALANTIR TECHNOLOGIES INC Technology 13,180.0 $1.5M 0.80% -621.0 -4.5% $116.67 +59.7%
29 XOM EXXON MOBIL CORP Energy 10,929.0 $1.5M 0.78% +736.0 +7.2% $136.72 +14.6%
30 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,966.0 $1.5M 0.76% $748.33 +2.8%
31 GABF GABELLI ETFS TRUST 31,728.0 $1.4M 0.72% -33K -50.8% $44.01 +6.6%
32 ZECP ZACKS TRUST 36,973.0 $1.4M 0.72% +631.0 +1.7% $37.74 +1.2%
33 ANET ARISTA NETWORKS INC Technology 8,088.0 $1.4M 0.71% $169.88 +15.0%
34 SPACE EXPLORATION TECHN CORP 7,809.0 $1.3M 0.69% NEW $170.86
35 IWV ISHARES TR 3,115.0 $1.3M 0.69% $426.34 +2.6%
36 VOO VANGUARD INDEX FDS 1,920.0 $1.3M 0.68% $686.84 +3.0%
37 BNDX VANGUARD CHARLOTTE FDS 26,821.0 $1.3M 0.67% +3K +10.9% $48.43 -1.7%
38 ITW ILLINOIS TOOL WKS INC Industrials 4,481.0 $1.2M 0.63% +26.0 +0.6% $272.11 +2.9%
39 VTEB VANGUARD MUN BD FDS 22,799.0 $1.2M 0.60% +2K +12.2% $50.58 -2.3%
40 NGL NGL ENERGY PARTNERS LP Energy 66,889.0 $1.1M 0.55% +2K +3.1% $15.93 +13.1%
Page 2 of 7  ·  134 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%