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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 5 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RTX RTX CORPORATION COM Industrials 3,701.0 $714K 0.19% +20.0 +0.5% $192.88 +0.8%
82 PNC PNC FINL SVCS GROUP INC COM Financial Services 3,403.0 $708K 0.19% +52.0 +1.6% $208.08 +22.6%
83 BSX BOSTON SCIENTIFIC CORP COM Healthcare 11,169.0 $701K 0.18% +357.0 +3.3% $62.75 -28.9%
84 BERKSHIRE HATHAWAY INC DEL CL B NEW 1,410.0 $676K 0.18% -581.0 -29.2% $479.20
85 CRM SALESFORCE INC COM Technology 3,435.0 $641K 0.17% -32.0 -0.9% $186.65 -7.5%
86 ETN EATON CORP PLC SHS Industrials 1,775.0 $635K 0.17% $357.67 +10.8%
87 MRK MERCK & CO INC COM Healthcare 5,190.0 $624K 0.17% +58.0 +1.1% $120.30 +6.1%
88 TLT ISHARES 20 YEAR TREASURY BOND ETF 7,000.0 $607K 0.16% $86.69 -2.9%
89 GBIL ACCESS TREASURY 0-1 YEAR ETF 6,030.0 $604K 0.16% -263.0 -4.2% $100.19 -0.2%
90 IBM INTERNATIONAL BUSINESS MACHS COM Technology 2,488.0 $603K 0.16% -561.0 -18.4% $242.34 -9.6%
91 CMI CUMMINS INC COM Industrials 1,118.0 $602K 0.16% $538.25 +20.4%
92 GILD GILEAD SCIENCES INC COM Healthcare 4,196.0 $585K 0.15% +39.0 +0.9% $139.37 -2.2%
93 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 11,709.0 $578K 0.15% $49.37 +15.0%
94 AJG GALLAGHER ARTHUR J & CO COM Financial Services 2,596.0 $562K 0.15% +492.0 +23.4% $216.58 +18.2%
95 TIP ISHARES TIPS BOND ETF 5,033.0 $555K 0.15% $110.36 -2.2%
96 BAC BANK OF AMER CORP COM Financial Services 11,219.0 $547K 0.14% +682.0 +6.5% $48.75 +26.1%
97 JCI JOHNSON CTLS INTL PLC SHS Industrials 4,060.0 $532K 0.14% $130.95 +7.9%
98 VO VANGUARD MID-CAP ETF 1,807.0 $519K 0.14% -433.0 -19.3% $287.18 -71.9%
99 TJX TJX COS INC NEW COM Consumer Cyclical 3,212.0 $513K 0.14% +21.0 +0.7% $159.69 -3.1%
100 CSCO CISCO SYS INC COM Technology 6,506.0 $505K 0.13% -283.0 -4.2% $77.59 +41.3%
Page 5 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%