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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 6 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 T AT&T INC Communication Services 13,638.0 $282K 0.15% +352.0 +2.6% $20.70 +26.0%
102 SNDK SANDISK CORP Technology 124.0 $282K 0.15% NEW $2273.73 -33.0%
103 KLAC KLA CORP Technology 891.0 $269K 0.14% NEW $301.71 -42.1%
104 KO COCA COLA CO Consumer Defensive 3,223.0 $263K 0.14% NEW $81.53 +9.5%
105 TWLO TWILIO INC Communication Services 1,229.0 $254K 0.13% NEW $206.33 +15.4%
106 GUNR FLEXSHARES TR 5,100.0 $251K 0.13% +34.0 +0.7% $49.28 +13.9%
107 CEG CONSTELLATION ENERGY CORP Utilities 1,004.0 $249K 0.13% -97.0 -8.8% $248.35 +11.9%
108 RIO RIO TINTO PLC Basic Materials 2,618.0 $249K 0.13% NEW $94.93 +8.4%
109 VWOB VANGUARD WHITEHALL FDS 3,655.0 $246K 0.13% $67.24 -2.0%
110 WDC WESTERN DIGITAL CORP Technology 380.0 $243K 0.13% NEW $638.72 -29.3%
111 WELL WELLTOWER INC Real Estate 1,066.0 $242K 0.12% -23.0 -2.1% $227.03 +3.5%
112 FXZ FIRST TR EXCHANGE-TRADED FD 3,016.0 $240K 0.12% +51.0 +1.7% $79.44 +7.2%
113 CM CANADIAN IMPERIAL BANK OF CO Financial Services 2,056.0 $238K 0.12% NEW $115.77 -1.1%
114 BLOCK INC 3,066.0 $233K 0.12% -3K -49.6% $76.00
115 SCHE SCHWAB STRATEGIC TR 6,410.0 $232K 0.12% $36.26 +2.3%
116 VMBS VANGUARD SCOTTSDALE FDS 4,893.0 $229K 0.12% +155.0 +3.3% $46.81 -1.5%
117 CVX CHEVRON CORPORATION Energy 1,378.0 $228K 0.12% +339.0 +32.6% $165.73 +24.1%
118 CARR CARRIER GLOBAL CORPORATION Industrials 3,077.0 $226K 0.12% NEW $73.34 -20.5%
119 NOK NOKIA CORP Technology 16,985.0 $226K 0.12% NEW $13.28 -24.2%
120 MMM 3M CO Industrials 1,384.0 $224K 0.12% -10.0 -0.7% $161.91 +6.8%
Page 6 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%