Carter Financial Group, Inc. - Q32026 Holdings

Carter Financial Group, Inc. holds 132 stocks with a total portfolio value of $ 196.31M as of Q32026. In Q32026, Carter Financial Group, Inc. added 132 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Berkshire Hathaway Inc Del (BRK-B), representing 10.35% of the total portfolio.