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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 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 54,832.0 $3.5M 0.93% +6K +12.4% $64.08 +9.3%
22 LLY ELI LILLY & CO COM Healthcare 3,724.0 $3.4M 0.90% +19.0 +0.5% $919.68 +27.1%
23 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 35,095.0 $3.3M 0.86% -1K -3.9% $92.74 +4.7%
24 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 22,630.0 $3.2M 0.85% -2K -7.0% $142.43 +15.6%
25 VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 41,988.0 $3.0M 0.80% +799.0 +1.9% $71.73 +11.8%
26 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 14,824.0 $2.8M 0.75% $191.82 +15.0%
27 AMAT APPLIED MATLS INC COM Technology 8,197.0 $2.8M 0.74% -441.0 -5.1% $341.79 +64.1%
28 GOOG ALPHABET INC CAP STK CL C Communication Services 9,564.0 $2.7M 0.72% -1K -9.6% $286.87 +23.3%
29 IBHG ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF 119,847.0 $2.7M 0.70% +33K +37.7% $22.13 -0.5%
30 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 31,802.0 $2.6M 0.69% $82.57 -0.7%
31 STIP ISHARES 0-5 YEAR TIPS BOND ETF 24,507.0 $2.5M 0.67% -500.0 -2.0% $103.43 -2.0%
32 FLRN STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 81,728.0 $2.5M 0.66% +7K +8.9% $30.78 +0.0%
33 IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 27,589.0 $2.4M 0.63% -448.0 -1.6% $86.64 +8.3%
34 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 14,969.0 $2.2M 0.58% -834.0 -5.3% $148.10 +8.6%
35 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 37,706.0 $2.1M 0.56% +3K +8.1% $56.68 +0.5%
36 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 19,808.0 $2.1M 0.56% $106.50 -0.3%
37 MGK VANGUARD MEGA CAP GROWTH ETF 5,602.0 $2.1M 0.54% -7K -56.0% $367.43 -76.0%
38 JPM JPMORGAN CHASE & CO COM Financial Services 6,662.0 $2.0M 0.52% -52.0 -0.8% $294.18 +16.6%
39 IMMUNITYBIO INC COM 251,628.0 $1.9M 0.51% NEW $7.67
40 GOOGL ALPHABET INC CAP STK CL A Communication Services 6,706.0 $1.9M 0.51% $287.58 +23.3%
Page 2 of 9  ·  174 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%