Portfolio (Quarterly) Guide ↗

Carbahal Olsen Financial Services Group, LLC

· CIK 0002052538

13F Portfolio $130M AUM 42 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 6 New 10 Added 5 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	HD	HOME DEPOT INC	Consumer Cyclical	514	$208K	0.17%	SOLD

Sector Allocation

Financial Services 60.1%

Technology 24.1%

Healthcare 5.5%

Industrials 3.8%

Communication Services 2.8%

Utilities 1.8%

Consumer Defensive 1.0%

Energy 0.9%