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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 4 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GS The Goldman Sachs Group Inc Financial Services 499.0 $422K 0.26% +20.0 +4.2% $846.11 +17.8%
62 GE GE Aerospace Industrials 1,476.0 $419K 0.26% -29.0 -1.9% $283.81 +6.7%
63 AXP American Express Co Financial Services 1,372.0 $415K 0.26% -31.0 -2.2% $302.47 +3.1%
64 ASML ASML Holding NV ADR Technology 311.0 $411K 0.25% +122.0 +64.5% $1320.84 +23.6%
65 NVS Novartis AG ADR Healthcare 2,649.0 $405K 0.25% -237.0 -8.2% $152.76 -0.5%
66 IBB iShares Biotechnology ETF 2,370.0 $400K 0.25% $168.84 -0.0%
67 IEMG iShares Core MSCI Emerging Markets ETF 5,642.0 $394K 0.24% -222.0 -3.8% $69.75 +15.5%
68 T AT&T Inc Communication Services 13,286.0 $385K 0.24% -379.0 -2.8% $28.99 -12.9%
69 IBM International Business Machines Corp Technology 1,578.0 $382K 0.24% -156.0 -9.0% $242.36 +4.7%
70 HSBC HSBC Holdings PLC ADR Financial Services 4,562.0 $376K 0.23% -2K -27.4% $82.49 +11.5%
71 VCSH Vanguard Short-Term Corporate Bond ETF 4,703.0 $373K 0.23% -105.0 -2.2% $79.27 -0.5%
72 Block Inc Class A 6,079.0 $366K 0.23% $60.18
73 RY Royal Bank of Canada Financial Services 2,257.0 $365K 0.23% NEW $161.78 +17.3%
74 IAGG iShares Core International Aggt Bd ETF 7,259.0 $363K 0.23% -201.0 -2.7% $50.04 +0.0%
75 SAN Banco Santander SA ADR Financial Services 31,926.0 $360K 0.22% +638.0 +2.0% $11.28 +6.7%
76 ITOT iShares Core S&P Total US Stock Mkt ETF 2,483.0 $354K 0.22% $142.43 +14.4%
77 TD The Toronto-Dominion Bank Financial Services 3,774.0 $352K 0.22% +369.0 +10.8% $93.31 +19.9%
78 AGG iShares Core US Aggregate Bond ETF 3,527.0 $350K 0.22% -21.0 -0.6% $99.26 -0.8%
79 SPIB State Street SPDR Port ItmtTermCorpBdETF 10,362.0 $348K 0.21% -216.0 -2.0% $33.54 -0.6%
80 USHY iShares Broad USD High Yield Corp Bd ETF 9,373.0 $345K 0.21% -375.0 -3.9% $36.84 +0.4%
Page 4 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%