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Portfolio (Quarterly) Guide ↗

Carter Financial Group, INC.

· CIK 0001919749
13F Portfolio $162M AUM 126 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 31 Added 60 Reduced 7 Exited
Page 2 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMGN Amgen Inc Healthcare 2,272.0 $800K 0.49% -55.0 -2.4% $351.90 -3.6%
22 ORCL Oracle Corp Technology 5,153.0 $758K 0.47% -248.0 -4.6% $147.11 +30.6%
23 JPM JPMorgan Chase & Co Financial Services 2,497.0 $735K 0.45% -74.0 -2.9% $294.16 +4.2%
24 EMB iShares JP Morgan USD Em Mkts Bd ETF 7,582.0 $712K 0.44% -232.0 -3.0% $93.93 +1.3%
25 VCIT Vanguard Interm-Term Corp Bd ETF 8,352.0 $691K 0.43% -259.0 -3.0% $82.75 -0.6%
26 VGIT Vanguard Intmdt-Term Trs ETF 11,243.0 $669K 0.41% -146.0 -1.3% $59.55 -1.4%
27 AVGO Broadcom Inc Technology 2,153.0 $666K 0.41% -313.0 -12.7% $309.46 +33.8%
28 XOVR ERShares Private-Public Crossover ETF 33,221.0 $561K 0.35% -1K -3.6% $16.89 +15.6%
29 INTC Intel Corp Technology 11,744.0 $518K 0.32% -132.0 -1.1% $44.13 +171.6%
30 JNJ Johnson & Johnson Healthcare 2,117.0 $518K 0.32% -294.0 -12.2% $244.48 -4.1%
31 SMIZ Zacks Small/Mid Cap ETF 13,092.0 $485K 0.30% -168.0 -1.3% $37.07 +13.5%
32 GE GE Aerospace Industrials 1,476.0 $419K 0.26% -29.0 -1.9% $283.81 +6.7%
33 AXP American Express Co Financial Services 1,372.0 $415K 0.26% -31.0 -2.2% $302.47 +3.1%
34 NVS Novartis AG ADR Healthcare 2,649.0 $405K 0.25% -237.0 -8.2% $152.76 -0.5%
35 IEMG iShares Core MSCI Emerging Markets ETF 5,642.0 $394K 0.24% -222.0 -3.8% $69.75 +15.5%
36 T AT&T Inc Communication Services 13,286.0 $385K 0.24% -379.0 -2.8% $28.99 -12.9%
37 IBM International Business Machines Corp Technology 1,578.0 $382K 0.24% -156.0 -9.0% $242.36 +4.7%
38 HSBC HSBC Holdings PLC ADR Financial Services 4,562.0 $376K 0.23% -2K -27.4% $82.49 +11.5%
39 VCSH Vanguard Short-Term Corporate Bond ETF 4,703.0 $373K 0.23% -105.0 -2.2% $79.27 -0.5%
40 IAGG iShares Core International Aggt Bd ETF 7,259.0 $363K 0.23% -201.0 -2.7% $50.04 +0.0%
Page 2 of 3  ·  60 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 36.2%
Financial Services 24.0%
Communication Services 12.8%
Consumer Cyclical 7.5%
Industrials 7.3%
Energy 4.8%
Healthcare 3.5%
Consumer Defensive 1.8%
Utilities 1.4%
Basic Materials 0.4%