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Portfolio (Quarterly) Guide ↗

Carr Financial Group Corp

· CIK 0001931232
13F Portfolio $376M AUM 187 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 187 New
Page 7 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NVS NOVARTIS AG Healthcare 2,923.0 $403K 0.11% NEW $137.87 +11.2%
122 CDNS CADENCE DESIGN SYSTEM INC Technology 1,285.0 $402K 0.11% NEW $312.58 +5.2%
123 BLK BLACKROCK INC Financial Services 364.0 $390K 0.10% NEW $1071.29 +0.3%
124 PG PROCTER AND GAMBLE CO Consumer Defensive 2,674.0 $383K 0.10% NEW $143.32 +4.4%
125 FV FIRST TR EXCHANGE TRADED FD 6,039.0 $380K 0.10% NEW $62.92 +11.0%
126 CME CME GROUP INC Financial Services 1,391.0 $380K 0.10% NEW $273.14 -10.7%
127 SUSC ISHARES TR 16,018.0 $375K 0.10% NEW $23.39 -2.1%
128 MCD MCDONALDS CORP Consumer Cyclical 1,202.0 $367K 0.10% NEW $305.56 -12.4%
129 IDVO AMPLIFY ETF TR 9,508.0 $365K 0.10% NEW $38.35 +9.3%
130 FIDELITY COVINGTON TRUST 4,889.0 $363K 0.10% NEW $74.28
131 GE GE AEROSPACE Industrials 1,144.0 $352K 0.09% NEW $307.98 +13.8%
132 ASTRAZENECA PLC 3,762.0 $346K 0.09% NEW $91.93
133 RY ROYAL BK CDA Financial Services 2,014.0 $343K 0.09% NEW $170.49 +26.5%
134 COF CAPITAL ONE FINL CORP Financial Services 1,416.0 $343K 0.09% NEW $242.28 -13.8%
135 SPSM SPDR SERIES TRUST 7,052.0 $330K 0.09% NEW $46.86 +21.1%
136 PANW PALO ALTO NETWORKS INC Technology 1,784.0 $329K 0.09% NEW $184.20 +95.1%
137 ITW ILLINOIS TOOL WKS INC Industrials 1,319.0 $325K 0.09% NEW $246.35 +12.3%
138 HON HONEYWELL INTL INC Industrials 1,646.0 $321K 0.09% NEW $195.04 +15.6%
139 GDX VANECK ETF TRUST 3,740.0 $321K 0.09% NEW $85.78 -16.6%
140 DE DEERE & CO Industrials 688.0 $320K 0.09% NEW $465.54 +28.3%
Page 7 of 10  ·  187 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
Financial Services 36.1%
Technology 27.0%
Healthcare 10.6%
Consumer Cyclical 7.6%
Industrials 7.0%
Communication Services 6.6%
Consumer Defensive 2.9%
Basic Materials 0.8%
Utilities 0.5%
Energy 0.4%