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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 7 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 COIN COINBASE GLOBAL INC Financial Services 1,514.0 $221K 0.12% $146.19 +22.2%
122 AIQ GLOBAL X FDS 3,370.0 $221K 0.12% NEW $65.60 -2.1%
123 NVS NOVARTIS AG Healthcare 1,406.0 $220K 0.11% -1K -46.9% $156.73 -1.9%
124 WBD WARNER BROS DISCOVERY INC Communication Services 8,253.0 $220K 0.11% +171.0 +2.1% $26.66 +7.9%
125 CSL CARLISLE COS INC Industrials 606.0 $220K 0.11% $362.76 -1.7%
126 COF CAPITAL ONE FINL CORP Financial Services 1,050.0 $211K 0.11% -106.0 -9.2% $200.66 +7.5%
127 SAN BANCO SANTANDER SA Financial Services 15,106.0 $208K 0.11% -17K -52.7% $13.80 +6.3%
128 GM GENERAL MTRS CO Consumer Cyclical 2,653.0 $205K 0.11% NEW $77.08 +11.9%
129 SU SUNCOR ENERGY INC NEW Energy 3,790.0 $203K 0.10% NEW $53.68 +21.9%
130 BMO BANK MONTREAL MEDIUM Financial Services 1,135.0 $201K 0.10% NEW $176.71 -2.7%
131 MFG MIZUHO FINANCIAL GROUP INC Financial Services 12,691.0 $122K 0.06% NEW $9.58 +11.1%
132 RIG TRANSOCEAN LTD Energy 14,690.0 $72K 0.04% NEW $4.89 +18.6%
133 LYG LLOYDS BANKING GROUP PLC Financial Services 10,013.0 $58K 0.03% -15K -60.0% $5.83 +1.5%
134 DHF BNY MELLON HIGH YIELD STRATE Financial Services 20,765.0 $50K 0.03% +508.0 +2.5% $2.42 -2.9%
Page 7 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%