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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 7 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 16,136.0 $373K 0.10% +118.0 +0.7% $23.14 -1.0%
122 FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 6,122.0 $370K 0.10% +83.0 +1.4% $60.44 +16.2%
123 FIDELITY MSCI HEALTH CARE INDEX ETF 5,143.0 $362K 0.10% +254.0 +5.2% $70.36
124 CDNS CADENCE DESIGN SYSTEM INC COM Technology 1,290.0 $358K 0.10% $277.87 +31.2%
125 BLK BLACKROCK INC COM Financial Services 371.0 $357K 0.09% +7.0 +1.9% $962.10 +13.0%
126 XOM EXXON MOBIL CORP COM Energy 2,101.0 $356K 0.09% +38.0 +1.8% $169.65 -14.8%
127 PG PROCTER & GAMBLE CO COM Consumer Defensive 2,428.0 $351K 0.09% -246.0 -9.2% $144.43 +4.9%
128 TT TRANE TECHNOLOGIES PLC SHS Industrials 833.0 $347K 0.09% +12.0 +1.5% $416.74 +14.0%
129 ITW ILLINOIS TOOL WKS INC COM Industrials 1,333.0 $347K 0.09% +14.0 +1.1% $260.21 +8.7%
130 WMB WILLIAMS COS INC COM Energy 4,710.0 $343K 0.09% +696.0 +17.3% $72.78 +2.2%
131 ORCL ORACLE CORP COM Technology 2,281.0 $336K 0.09% -82.0 -3.5% $147.12 -15.5%
132 KO COCA COLA CO COM Consumer Defensive 4,386.0 $334K 0.09% +300.0 +7.3% $76.06 +11.7%
133 PKB INVESCO BUILDING & CONSTRUCTION ETF 3,418.0 $333K 0.09% +801.0 +30.6% $97.56 +6.8%
134 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 5,348.0 $328K 0.09% -856.0 -13.8% $61.26 -6.9%
135 RY ROYAL BK CDA COM Financial Services 2,014.0 $326K 0.09% $161.78 +33.6%
136 SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 6,618.0 $320K 0.08% -434.0 -6.2% $48.32 +18.4%
137 GE GE AEROSPACE COM NEW Industrials 1,123.0 $319K 0.08% -21.0 -1.8% $283.78 +21.8%
138 LH LABCORP HOLDINGS INC COM SHS Healthcare 1,126.0 $301K 0.08% $266.92 +5.6%
139 ARW ARROW ELECTRS INC COM Technology 2,000.0 $287K 0.08% $143.41 +42.3%
140 PANW PALO ALTO NETWORKS INC COM Technology 1,769.0 $284K 0.07% -15.0 -0.8% $160.32 +120.8%
Page 7 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%