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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 1 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 48,420.0 $36.3M 25.17% +807.0 +1.7% $748.90 +3.2%
2 QQQ INVESCO QQQ TR Financial Services 27,747.0 $20.4M 14.19% -346.0 -1.2% $736.41 -2.7%
3 IVW ISHARES TR 133,884.0 $18.4M 12.78% -6K -4.6% $137.53 +1.8%
4 IEFA ISHARES TR 157,951.0 $15.3M 10.59% +3K +1.6% $96.58 +4.0%
5 AGG ISHARES TR 118,579.0 $11.7M 8.15% +6K +5.0% $98.98 -1.5%
6 FDVV FIDELITY COVINGTON TRUST 130,417.0 $7.9M 5.46% +3K +2.7% $60.29 +4.9%
7 IVE ISHARES TR 30,742.0 $7.0M 4.85% $227.06 +4.5%
8 IWO ISHARES TR 14,625.0 $5.8M 4.00% $393.96 -3.8%
9 AAPL APPLE INC Technology 15,656.0 $4.5M 3.15% -1K -7.4% $289.37 +10.5%
10 DVY ISHARES TR 13,271.0 $2.1M 1.44% $156.30 +4.8%
11 FIRST NORTHN CMNTY BANCORP 68,288.0 $1.2M 0.85% NEW $17.94
12 BERKSHIRE HATHAWAY INC DEL 2,384.0 $1.2M 0.83% $500.39
13 IWN ISHARES TR 5,242.0 $1.2M 0.81% +181.0 +3.6% $221.22 +0.9%
14 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,000.0 $965K 0.67% $965.00 -14.0%
15 ETN EATON CORP PLC Industrials 1,587.0 $676K 0.47% $426.12 -5.5%
16 MSFT MICROSOFT CORP Technology 1,776.0 $662K 0.46% -95.0 -5.1% $373.02 +37.7%
17 LLY ELI LILLY & CO Healthcare 514.0 $617K 0.43% +13.0 +2.6% $1199.43 -2.2%
18 CAT CATERPILLAR INC Industrials 546.0 $582K 0.40% -84.0 -13.3% $1065.48 -24.9%
19 AMAT APPLIED MATLS INC Technology 800.0 $579K 0.40% -1K -57.3% $723.87 -36.2%
20 IBB ISHARES TR 2,989.0 $569K 0.40% -137.0 -4.4% $190.24 +9.8%
Page 1 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%