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Portfolio (Quarterly) Guide ↗

Carroll Advisory Group, LLC

· CIK 0002108684
13F Portfolio $305M AUM 93 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 74 New
Page 4 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GOOG ALPHABET INC 801.0 $283K 0.09% NEW $353.37
62 SPYG SPDR SERIES TRUST 2,304.0 $274K 0.09% NEW $118.98 +0.6%
63 IAU ISHARES GOLD TR Financial Services 3,302.0 $249K 0.08% NEW $75.51 +7.7%
64 VGM INVESCO TR INVT GRADE MUNS Financial Services 23,329.0 $247K 0.08% NEW $10.60 -4.4%
65 MSTR STRATEGY INC Technology 2,840.0 $247K 0.08% NEW $86.93 +43.7%
66 GOOGL ALPHABET INC Communication Services 688.0 $246K 0.08% NEW $357.59 -6.3%
67 IHI ISHARES TR 4,769.0 $236K 0.08% NEW $49.41 +9.9%
68 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 243.0 $227K 0.07% NEW $934.83 +0.5%
69 WMT WALMART INC Consumer Defensive 2,001.0 $227K 0.07% NEW $113.28 -6.5%
70 ALL ALLSTATE CORP Financial Services 947.0 $225K 0.07% NEW $237.94 +8.4%
71 VOOG VANGUARD ADMIRAL FDS INC 2,682.0 $222K 0.07% NEW $82.62 +0.6%
72 HEFA ISHARES TR 4,626.0 $217K 0.07% NEW $46.92 -0.1%
73 IWD ISHARES TR 887.0 $215K 0.07% NEW $242.43 +5.6%
74 TSLA CALL TESLA INC Consumer Cyclical 600.0 $84K 0.03% NEW $140.17 +154.0%
Page 4 of 4  ·  74 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
Technology 50.2%
Consumer Defensive 21.5%
Financial Services 13.0%
Consumer Cyclical 11.5%
Energy 2.3%
Utilities 0.9%
Communication Services 0.6%