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Portfolio (Quarterly) Guide ↗

Carr Financial Group Corp

· CIK 0001931232
13F Portfolio $379M AUM 174 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 64 Added 55 Reduced 26 Exited
Page 2 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WMT WALMART INC COM Consumer Defensive 13,674.0 $1.7M 0.45% -1K -7.4% $124.28 -9.5%
22 SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 34,898.0 $1.5M 0.39% -9K -20.7% $42.31 -0.1%
23 AXP AMERICAN EXPRESS CO COM Financial Services 4,840.0 $1.5M 0.39% -77.0 -1.6% $302.47 +19.5%
24 LRCX LAM RESEARCH CORP COM NEW Technology 6,579.0 $1.4M 0.37% -291.0 -4.2% $213.67 +50.2%
25 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 12,619.0 $1.3M 0.33% -5K -27.0% $99.27 -1.1%
26 TSLA TESLA INC COM Consumer Cyclical 3,174.0 $1.2M 0.31% -638.0 -16.7% $371.75 +5.2%
27 ABBV ABBVIE INC COM Healthcare 5,033.0 $1.1M 0.29% -45.0 -0.9% $217.50 +17.0%
28 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 11,730.0 $1.1M 0.28% -7K -36.5% $91.64 -0.1%
29 IBHF ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF 37,943.0 $871K 0.23% -25K -39.6% $22.95 -1.8%
30 HD HOME DEPOT INC COM Consumer Cyclical 2,635.0 $867K 0.23% -92.0 -3.4% $328.90 +5.8%
31 META META PLATFORMS INC CL A Communication Services 1,452.0 $831K 0.22% -12.0 -0.8% $572.15 +16.1%
32 AMD ADVANCED MICRO DEVICES INC COM Technology 3,872.0 $788K 0.21% -898.0 -18.8% $203.43 +146.2%
33 SPY STATE STREET SPDR S&P 500 ETF Financial Services 1,195.0 $777K 0.20% -34.0 -2.8% $650.50 +15.4%
34 QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETF 7,812.0 $770K 0.20% -1K -15.0% $98.53 +20.2%
35 PWR QUANTA SVCS INC COM Industrials 1,374.0 $754K 0.20% -39.0 -2.8% $549.03 +14.9%
36 ANET ARISTA NETWORKS INC COM SHS Technology 6,006.0 $737K 0.20% -50.0 -0.8% $122.78 +37.3%
37 BERKSHIRE HATHAWAY INC DEL CL B NEW 1,410.0 $676K 0.18% -581.0 -29.2% $479.20
38 CRM SALESFORCE INC COM Technology 3,435.0 $641K 0.17% -32.0 -0.9% $186.65 -7.5%
39 GBIL ACCESS TREASURY 0-1 YEAR ETF 6,030.0 $604K 0.16% -263.0 -4.2% $100.19 -0.2%
40 IBM INTERNATIONAL BUSINESS MACHS COM Technology 2,488.0 $603K 0.16% -561.0 -18.4% $242.34 -9.6%
Page 2 of 3  ·  55 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 39.7%
Technology 23.9%
Healthcare 9.4%
Industrials 7.9%
Consumer Cyclical 6.9%
Communication Services 6.3%
Consumer Defensive 3.5%
Basic Materials 1.0%
Energy 0.9%
Utilities 0.5%