Carter Financial Group, Inc. - Q12026 Holdings

Carter Financial Group, Inc. holds 126 stocks with a total portfolio value of $ 161.67M as of Q12026. In Q12026, Carter Financial Group, Inc. added 11 new positions, increased stakes in 40 stocks, reduced 66 holdings, and fully exited 6 positions. The largest holding is Berkshire Hathaway Inc Class B (BRK-B), representing 12.36% of the total portfolio.