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Portfolio (Quarterly) Guide ↗

Carson Advisory Inc.

· CIK 0001909304
13F Portfolio $218M AUM 204 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 204 New
Page 7 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 KRP KIMBELL RTY PARTNERS LP Energy 24,550.0 $357K 0.16% NEW $14.53 +2.2%
122 CGDG CAPITAL GROUP DIVIDEND GROWE 9,505.0 $357K 0.16% NEW $37.51 +3.2%
123 VHT VANGUARD WORLD FD 1,187.0 $355K 0.16% NEW $298.98 +6.6%
124 RSP INVESCO EXCHANGE TRADED FD T 1,660.0 $353K 0.16% NEW $212.81 +3.7%
125 BXP BXP INC Real Estate 5,268.0 $349K 0.16% NEW $66.31 +0.2%
126 VO VANGUARD INDEX FDS 4,312.0 $347K 0.16% NEW $80.56 +3.6%
127 WHR WHIRLPOOL CORP Consumer Cyclical 8,750.0 $345K 0.16% NEW $39.42 +0.7%
128 INTC INTEL CORP Technology 2,461.0 $344K 0.16% NEW $139.63 -31.2%
129 RVT ROYCE SMALL CAP TRUST INC Financial Services 18,408.0 $340K 0.16% NEW $18.47 +1.4%
130 CGGR CAPITAL GROUP GROWTH ETF 7,156.0 $338K 0.15% NEW $47.20 -1.8%
131 NOC NORTHROP GRUMMAN CORP Industrials 663.0 $338K 0.15% NEW $509.31 +16.5%
132 GRAL GRAIL INC Healthcare 4,900.0 $335K 0.15% NEW $68.27 +0.6%
133 NUEM NUSHARES ETF TR 7,861.0 $334K 0.15% NEW $42.44 -2.2%
134 MCD MCDONALDS CORP Consumer Cyclical 1,232.0 $333K 0.15% NEW $270.28 -0.5%
135 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 350.0 $328K 0.15% NEW $936.79 +3.1%
136 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 41,561.0 $328K 0.15% NEW $7.88 -3.2%
137 NSC NORFOLK SOUTHN CORP Industrials 1,040.0 $327K 0.15% NEW $314.55 +8.5%
138 AUR AURORA INNOVATION INC Technology 47,900.0 $327K 0.15% NEW $6.82 -10.5%
139 MCO MOODYS CORP Financial Services 721.0 $327K 0.15% NEW $452.92 +7.9%
140 MPC MARATHON PETE CORP Energy 1,269.0 $325K 0.15% NEW $255.76 +42.5%
Page 7 of 11  ·  204 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
Utilities 20.7%
Financial Services 19.9%
Technology 16.7%
Consumer Cyclical 11.7%
Industrials 8.4%
Consumer Defensive 7.0%
Healthcare 6.1%
Communication Services 3.6%
Energy 3.4%
Real Estate 1.8%