INDEPENDENT FINANCIAL GROUP, LLC

Position in CRI — Carters Inc

CIK 275484 SAN DIEGO, CA

Position in CRI

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$617,400

-$787,968 QoQ

Shares Held

15,000

-61.8% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#127

of 285 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $7,142,142 across 5 Apparel Retail names. CRI ranks #2 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	37,291	$5,649,586
2	CRI	Carters Inc This page	15,000	$617,400
3	LULU	lululemon athletica inc.	3,527	$402,712
4	ROST	Ross Stores, Inc.	1,119	$238,179
5	GAP	Gap Inc	12,541	$234,265

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$617,400	15,000	-61.8%	Shares	Sole	2026-07-15
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.