Holdings
Carson Advisory Inc.
As of Jun 30, 2026, Carson Advisory Inc. reported 133 positions worth US$138M. Largest: Home Depot, Inc. (the), Berkshire Hathaway Inc. and Southern Company (the). What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Home Depot, Inc. (the) | 31,235 | US$11M | +693 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 15,373 | US$7.69M | +527 | Jun 30, 2026 |
| Southern Company (the) | 70,389 | US$6.74M | −1,104 | Jun 30, 2026 |
| Apple Inc | 19,641 | US$5.68M | +678 | Jun 30, 2026 |
| Edison International | 71,827 | US$5.35M | −1,468 | Jun 30, 2026 |
| Dominion Energy, Inc. | 74,040 | US$5.06M | −1,136 | Jun 30, 2026 |
| International Business Machines Corporation | 16,074 | US$4.52M | +1,135 | Jun 30, 2026 |
| The Aes Corporation | 277K | US$4.06M | −20,877 | Jun 30, 2026 |
| Duke Energy Corporation (holding Company) | 30,595 | US$3.87M | −196 | Jun 30, 2026 |
| Bank Of America Corporation | 54,427 | US$3.1M | −2,165 | Jun 30, 2026 |