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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 4 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LRCX LAM RESEARCH CORP Technology 1,431.0 $620K 0.32% +62.0 +4.5% $433.58 -30.5%
62 BLDG CAMBRIA ETF TR 22,933.0 $619K 0.32% -104K -82.0% $27.00 -0.7%
63 QUIZ ZACKS TRUST 20,026.0 $585K 0.30% +2K +8.3% $29.22 +1.3%
64 SMIZ ZACKS TRUST 13,103.0 $585K 0.30% $44.62 -5.9%
65 AMAT APPLIED MATLS INC Technology 752.0 $544K 0.28% NEW $723.00 -36.9%
66 CSHI NEOS ETF TRUST 10,620.0 $529K 0.27% +461.0 +4.5% $49.81 -0.1%
67 CAT CATERPILLAR INC Industrials 480.0 $511K 0.27% -3.0 -0.6% $1064.83 -25.8%
68 RY ROYAL BK CDA Financial Services 2,407.0 $498K 0.26% +150.0 +6.7% $206.97 -1.4%
69 TD TORONTO DOMINION BK ONT Financial Services 3,993.0 $485K 0.25% +219.0 +5.8% $121.43 +0.2%
70 C CITIGROUP INC Financial Services 3,454.0 $483K 0.25% -505.0 -12.8% $139.97 -5.9%
71 IBB ISHARES TR 2,423.0 $461K 0.24% +53.0 +2.2% $190.18 +9.1%
72 HSBC HSBC HLDGS PLC Financial Services 4,746.0 $451K 0.23% +184.0 +4.0% $95.09 +8.4%
73 IEMG ISHARES INC 5,418.0 $449K 0.23% -224.0 -4.0% $82.84 -1.2%
74 CSCO CISCO SYS INC Technology 3,762.0 $442K 0.23% +961.0 +34.3% $117.46 -6.2%
75 GS GOLDMAN SACHS GROUP INC Financial Services 436.0 $441K 0.23% -63.0 -12.6% $1011.54 +1.4%
76 AXP AMERICAN EXPRESS CO Financial Services 1,296.0 $438K 0.23% -76.0 -5.5% $338.33 -2.0%
77 GE GE AEROSPACE Industrials 1,162.0 $434K 0.23% -314.0 -21.3% $373.83 -10.0%
78 VCSH VANGUARD SCOTTSDALE FDS 5,237.0 $414K 0.21% +534.0 +11.3% $79.03 -0.6%
79 IBM INTERNATIONAL BUSINESS MACHS Technology 1,468.0 $413K 0.21% -110.0 -7.0% $281.31 -16.3%
80 ABBV ABBVIE INC Healthcare 1,596.0 $402K 0.21% +255.0 +19.0% $251.61 +1.5%
Page 4 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%