Holdings

Carter Financial Group, INC.

As of Jun 30, 2026, Carter Financial Group, INC. reported 71 positions worth US$79.3M. Largest: Berkshire Hathaway Inc., Alphabet Inc (google) Class C and Apple Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Berkshire Hathaway Inc.41,693US$20.9M−17Jun 30, 2026
Alphabet Inc (google) Class C19,524US$6.98M−12Jun 30, 2026
Apple Inc22,405US$6.48M−3,107Jun 30, 2026
Nvidia Corporation28,527US$5.71M+201Jun 30, 2026
Microsoft Corp.6,918US$2.58M+360Jun 30, 2026
Tesla, Inc.5,415US$2.28M−639Jun 30, 2026
Amazon.com, Inc.7,729US$1.84M+53Jun 30, 2026
Intel Corporation11,562US$1.61M−182Jun 30, 2026
Palantir Technologies Inc.13,180US$1.54M−621Jun 30, 2026
Exxon Mobil Corporation10,929US$1.49M+736Jun 30, 2026