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Portfolio (Quarterly) Guide ↗

Carbahal Olsen Financial Services Group, LLC

· CIK 0002052538
13F Portfolio $144M AUM 40 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 3 New 8 Added 8 Reduced 5 Exited
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IJR ISHARES TR 3,770.0 $559K 0.39% +29.0 +0.8% $148.33 -1.9%
22 JNJ JOHNSON & JOHNSON Healthcare 2,155.0 $547K 0.38% $253.97 +5.5%
23 BN BROOKFIELD CORP Financial Services 11,443.0 $487K 0.34% $42.59 -3.0%
24 ITOT ISHARES TR 2,831.0 $465K 0.32% $164.27 +2.6%
25 NVDA NVIDIA CORPORATION Technology 2,014.0 $403K 0.28% -457.0 -18.5% $200.14 +8.7%
26 GILD GILEAD SCIENCES INC Healthcare 2,975.0 $376K 0.26% $126.34 +15.3%
27 ABBV ABBVIE INC Healthcare 1,417.0 $357K 0.25% $251.64 +1.5%
28 SEIC SEI INVTS CO Financial Services 4,000.0 $351K 0.24% $87.71 +27.3%
29 PG PROCTER & GAMBLE CO Consumer Defensive 2,130.0 $312K 0.22% $146.64 -2.0%
30 WFC WELLS FARGO & CO Financial Services 3,660.0 $302K 0.21% $82.64 +4.9%
31 CVX CHEVRON CORPORATION Energy 1,723.0 $286K 0.20% $165.76 +21.8%
32 OKLO OKLO INC Utilities 5,000.0 $262K 0.18% $52.33 -23.3%
33 T AT&T INC Communication Services 12,192.0 $252K 0.17% $20.70 +25.7%
34 META META PLATFORMS INC Communication Services 428.0 $241K 0.17% $563.29 +2.6%
35 VUG VANGUARD INDEX FDS 2,712.0 $234K 0.16% +2K +500.0% $86.14 +2.8%
36 RWL INVESCO EXCH TRADED FD TR II 1,774.0 $227K 0.16% NEW $127.76 +5.0%
37 VTI VANGUARD INDEX FDS 605.0 $224K 0.15% $370.04 +2.5%
38 EMR EMERSON ELEC CO Industrials 1,499.0 $215K 0.15% NEW $143.15 +8.4%
39 ATO ATMOS ENERGY CORP Utilities 1,200.0 $207K 0.14% $172.27 -3.3%
40 IBM INTERNATIONAL BUSINESS MACHS Technology 713.0 $201K 0.14% $281.21 -16.2%
Page 2 of 2  ·  40 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 63.7%
Technology 21.7%
Healthcare 5.6%
Industrials 4.4%
Communication Services 1.5%
Utilities 1.4%
Consumer Defensive 0.9%
Energy 0.8%