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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 6 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XBI State Street(R) SPDR(R) S&P(R) Biotech ETF 1,917.0 $245K 0.15% $127.75 +3.1%
102 NFLX Netflix Inc Communication Services 2,498.0 $240K 0.15% -2K -46.1% $96.15 -7.9%
103 DRIV Global X Atnms & Elctrc Vhcls ETF 7,857.0 $240K 0.15% $30.52 +32.4%
104 VWOB Vanguard Emerging Mkts Govt Bd ETF 3,641.0 $239K 0.15% -75.0 -2.0% $65.69 +0.9%
105 FXZ First Trust Materials AlphaDEXA(R) ETF 2,965.0 $226K 0.14% NEW $76.22 +4.8%
106 VMBS Vanguard Mortgage-Backed Secs ETF 4,738.0 $222K 0.14% -234.0 -4.7% $46.95 -0.8%
107 WBD Warner Bros. Discovery Inc Ordinary Shares - Class A Communication Services 8,082.0 $222K 0.14% NEW $27.46 -1.6%
108 AstraZeneca PLC 1,104.0 $218K 0.14% -3K -69.5% $197.22
109 CSCO Cisco Systems Inc Technology 2,801.0 $217K 0.13% -665.0 -19.2% $77.58 +55.2%
110 WELL Welltower Inc Real Estate 1,089.0 $215K 0.13% NEW $197.76 +9.3%
111 CVX Chevron Corp Energy 1,039.0 $215K 0.13% NEW $206.85 -7.5%
112 VZ Verizon Communications Inc Communication Services 4,254.0 $214K 0.13% NEW $50.20 -3.7%
113 SCHE Schwab Emerging Markets Equity ETF TM 6,416.0 $211K 0.13% +278.0 +4.5% $32.95 +8.5%
114 AEM Agnico Eagle Mines Ltd Basic Materials 1,039.0 $211K 0.13% NEW $202.98 -13.3%
115 COF Capital One Financial Corp Financial Services 1,156.0 $211K 0.13% -33.0 -2.8% $182.39 +3.0%
116 ATO Atmos Energy Corp Utilities 1,106.0 $204K 0.13% NEW $184.80 -3.8%
117 MMM 3M Co Industrials 1,394.0 $202K 0.12% -45.0 -3.1% $145.18 +5.0%
118 BBAR Banco Bilbao Vizcaya Argentaria SA ADR Financial Services 9,324.0 $202K 0.12% NEW $21.66 -29.5%
119 CSL Carlisle Companies Inc Industrials 604.0 $202K 0.12% NEW $333.67 +0.0%
120 NWBI Northwest Bancshares Inc Financial Services 15,528.0 $197K 0.12% $12.69 +10.1%
Page 6 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%