INDEPENDENT FINANCIAL GROUP, LLC

Position in CRI — Carters Inc

CIK 275484 SAN DIEGO, CA

Position in CRI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,405,368

+$130,869 QoQ

Shares Held

39,300

0.0% QoQ

Ownership

0.107%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $9,344,890 across 5 Apparel Retail names. CRI ranks #2 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	39,996	$6,387,361
2	CRI	Carters Inc This page	39,300	$1,405,368
3	LULU	lululemon athletica inc.	6,959	$1,065,422
4	GAP	Gap Inc	11,269	$272,709
5	ROST	Ross Stores, Inc.	988	$214,030

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,405,368	39,300	0.0%	Shares	Sole	2026-05-15
2025-12-31	$1,274,499	39,300	-0.3%	Shares	Sole	2026-05-15
2025-09-30	$1,111,868	39,400	0.0%	Shares	Sole	2026-05-15
2025-06-30	$1,187,122	39,400	+131.8%	Shares	Sole	2026-05-15
2025-03-31	$695,300	17,000	+7.6%	Shares	Sole	2026-05-19
2024-12-31	$856,202	15,800	—	Shares	Sole	2026-06-12
No filing history on record for this holder in this stock.