Carter Financial Group, Inc. - Q42025 Holdings

Carter Financial Group, Inc. holds 121 stocks with a total portfolio value of $ 168.58M as of Q42025. In Q42025, Carter Financial Group, Inc. added 18 new positions, increased stakes in 59 stocks, reduced 39 holdings, and fully exited 13 positions. The largest holding is Berkshire Hathaway Inc Class B (BRK-B), representing 12.71% of the total portfolio.