Carter Financial Group, INC.
Top Portfolio Positions
66 positions ·
$74,319,958 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
41,710 | $19,987,432 | 26.89% | |
| AAPL |
Apple Inc.
Technology
|
25,512 | $6,474,690 | 8.71% | |
| BITB |
Bitwise Bitcoin ETF
|
136,270 | $5,016,098 | 6.75% | |
| NVDA |
Nvidia Corp
Technology
|
28,326 | $4,940,054 | 6.65% | |
| MSFT |
Microsoft Corp
Technology
|
6,558 | $2,427,574 | 3.27% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,412 | $2,418,954 | 3.25% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
3,977 | $2,295,444 | 3.09% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
6,054 | $2,250,574 | 3.03% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
13,801 | $2,018,810 | 2.72% | |
| XOM |
Exxon Mobil Corp
Energy
|
10,193 | $1,729,344 | 2.33% |
Portfolio Trend
5 quarters · across all stocks
Holdings in BBAR
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $149,743 | 9,324 | Shares | Sole | 2026-04-27 | |
| No 13F history on record for this holder in this stock. | ||||||