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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 3 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SLYV SPDR SERIES TRUST 8,964.0 $978K 0.51% $109.11 +0.5%
42 MU MICRON TECHNOLOGY INC Technology 837.0 $966K 0.50% -108.0 -11.4% $1154.30 -19.2%
43 RTX RTX CORPORATION Industrials 4,951.0 $939K 0.49% -140.0 -2.8% $189.72 +11.6%
44 MBB ISHARES TR 9,885.0 $934K 0.48% +1K +11.7% $94.52 -1.4%
45 AMD ADVANCED MICRO DEVICES INC Technology 1,519.0 $882K 0.46% +179.0 +13.4% $580.96 -19.9%
46 QTUM ETF SER SOLUTIONS 5,036.0 $833K 0.43% +61.0 +1.2% $165.39 -10.4%
47 EMB ISHARES TR 8,436.0 $814K 0.42% +854.0 +11.3% $96.44 -1.6%
48 WMT WALMART INC Consumer Defensive 7,171.0 $812K 0.42% -1K -12.8% $113.27 -9.0%
49 AMGN AMGEN INC Healthcare 2,236.0 $810K 0.42% -36.0 -1.6% $362.06 +19.4%
50 VCIT VANGUARD SCOTTSDALE FDS 9,490.0 $784K 0.41% +1K +13.6% $82.65 -1.8%
51 META META PLATFORMS INC Communication Services 1,384.0 $779K 0.40% +243.0 +21.3% $563.18 +2.6%
52 ORCL ORACLE CORP Technology 5,113.0 $749K 0.39% -40.0 -0.8% $146.54 +2.9%
53 VGIT VANGUARD SCOTTSDALE FDS 12,418.0 $732K 0.38% +1K +10.4% $58.98 -1.3%
54 CALF PACER FDS TR 14,423.0 $730K 0.38% -92K -86.4% $50.61 +14.3%
55 ASML ASML HLDG NV Technology 357.0 $710K 0.37% +46.0 +14.8% $1989.45 -14.7%
56 SNA SNAP ON INC Industrials 1,755.0 $706K 0.37% $402.29 -2.6%
57 AVGO BROADCOM INC Technology 1,836.0 $694K 0.36% -317.0 -14.7% $377.73 -2.4%
58 JNJ JOHNSON & JOHNSON Healthcare 2,640.0 $670K 0.35% +523.0 +24.7% $253.93 +5.6%
59 IWB ISHARES TR 1,547.0 $633K 0.33% -40.0 -2.5% $409.45 +2.9%
60 XOVR ENTREPRENEURSHARES SERIES TR 29,514.0 $621K 0.32% -4K -11.2% $21.05 -1.6%
Page 3 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%