Carbahal Olsen Financial Services Group, LLC
Carbahal Olsen Financial Services Group, LLC reported 40 holdings worth US$144M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Carbahal Olsen Financial Services Group, LLC reported 40 holdings worth US$144M as of Jun 30, 2026. Largest: Apple Inc, First Northern Community Bancorp and Berkshire Hathaway Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 40
- Value as reported
- US$144M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 15,656 | US$4.53M | 3.1% |
| First Northern Community Bancorp | 68,288 | US$1.23M | 0.85% |
| Berkshire Hathaway Inc. | 2,384 | US$1.19M | 0.83% |
| Microsoft Corp. | 1,776 | US$662K | 0.46% |
| Eli Lilly And Company | 514 | US$617K | 0.43% |
| Caterpillar, Inc. | 546 | US$582K | 0.40% |
| Applied Materials, Inc. | 800 | US$579K | 0.40% |
| Johnson & Johnson | 2,155 | US$547K | 0.38% |
| Brookfield Corporation | 11,443 | US$487K | 0.34% |
| Nvidia Corporation | 2,014 | US$403K | 0.28% |
| Gilead Sciences, Inc. | 2,975 | US$376K | 0.26% |
| Abbvie Inc. | 1,417 | US$357K | 0.25% |
| Sei Investments Company | 4,000 | US$351K | 0.24% |
| Procter & Gamble Company (the) | 2,130 | US$312K | 0.22% |
| Wells Fargo & Company | 3,660 | US$302K | 0.21% |
| Chevron Corporation | 1,723 | US$286K | 0.20% |
| Oklo Inc. | 5,000 | US$262K | 0.18% |
| At&t Inc. | 12,192 | US$252K | 0.18% |
| Meta Platforms, Inc. | 428 | US$241K | 0.17% |
| Emerson Electric Company | 1,499 | US$215K | 0.15% |
| Atmos Energy Corporation | 1,200 | US$207K | 0.14% |
| International Business Machines Corporation | 713 | US$201K | 0.14% |
| Alphabet Inc (google) Class C | 0 | US$0 | 0.00% |
| Walmart Inc. | 0 | US$0 | 0.00% |