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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 3 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MBB iShares MBS ETF 8,847.0 $840K 0.52% -198.0 -2.2% $94.95 -0.9%
42 NGL NGL Energy Partners LP Energy 64,889.0 $800K 0.49% $12.33 +46.9%
43 AMGN Amgen Inc Healthcare 2,272.0 $800K 0.49% -55.0 -2.4% $351.90 -3.6%
44 ORCL Oracle Corp Technology 5,153.0 $758K 0.47% -248.0 -4.6% $147.11 +30.6%
45 JPM JPMorgan Chase & Co Financial Services 2,497.0 $735K 0.45% -74.0 -2.9% $294.16 +4.2%
46 EMB iShares JP Morgan USD Em Mkts Bd ETF 7,582.0 $712K 0.44% -232.0 -3.0% $93.93 +1.3%
47 VCIT Vanguard Interm-Term Corp Bd ETF 8,352.0 $691K 0.43% -259.0 -3.0% $82.75 -0.6%
48 VGIT Vanguard Intmdt-Term Trs ETF 11,243.0 $669K 0.41% -146.0 -1.3% $59.55 -1.4%
49 AVGO Broadcom Inc Technology 2,153.0 $666K 0.41% -313.0 -12.7% $309.46 +33.8%
50 META Meta Platforms Inc Class A Communication Services 1,141.0 $653K 0.40% +125.0 +12.3% $571.95 +6.7%
51 SNA Snap-on Inc Industrials 1,747.0 $635K 0.39% +11.0 +0.6% $363.20 +1.0%
52 IWB iShares Russell 1000 ETF 1,587.0 $566K 0.35% $356.48 +14.1%
53 XOVR ERShares Private-Public Crossover ETF 33,221.0 $561K 0.35% -1K -3.6% $16.89 +15.6%
54 QTUM Defiance Quantum ETF 4,975.0 $534K 0.33% +220.0 +4.6% $107.29 +43.0%
55 INTC Intel Corp Technology 11,744.0 $518K 0.32% -132.0 -1.1% $44.13 +171.6%
56 JNJ Johnson & Johnson Healthcare 2,117.0 $518K 0.32% -294.0 -12.2% $244.48 -4.1%
57 CSHI NEOS Enhanced Inc 1-3 Month T-Bill ETF 10,159.0 $506K 0.31% +727.0 +7.7% $49.78 +0.0%
58 QUIZ Zacks Quality International ETF 18,498.0 $499K 0.31% $26.96 +7.5%
59 SMIZ Zacks Small/Mid Cap ETF 13,092.0 $485K 0.30% -168.0 -1.3% $37.07 +13.5%
60 C Citigroup Inc Financial Services 3,959.0 $449K 0.28% +95.0 +2.5% $113.42 +10.3%
Page 3 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%