Portfolio (Quarterly) Guide ↗

Carter Financial, LLC

· CIK 0002115533

13F Portfolio $115M AUM 28 positions Filed May 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 7 Added 5 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ISRG	INTUITIVE SURGICAL INC	Healthcare	360	$204K	0.18%	SOLD

Sector Allocation

Technology 60.1%

Financial Services 18.5%

Utilities 13.9%

Industrials 7.5%