Holdings
Carter Financial, LLC
As of Jun 30, 2026, Carter Financial, LLC reported 9 positions worth US$4.09M. Largest: Apple Inc, Visa Inc. and Dba Sempra. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 5,461 | US$1.58M | −340 | Jun 30, 2026 |
| Visa Inc. | 1,739 | US$597K | no change | Jun 30, 2026 |
| Dba Sempra | 4,076 | US$378K | no change | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 689 | US$345K | no change | Jun 30, 2026 |
| Caterpillar, Inc. | 300 | US$319K | no change | Jun 30, 2026 |
| Microsoft Corp. | 634 | US$236K | no change | Jun 30, 2026 |
| Abbvie Inc. | 862 | US$217K | new | Jun 30, 2026 |
| Fifth Third Bancorp | 3,729 | US$210K | new | Jun 30, 2026 |
| Home Depot, Inc. (the) | 575 | US$203K | new | Jun 30, 2026 |