Long-term investor
Carter Financial Group, Inc. @carterfinancialgroupinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001919749).
Record
- Tracked since 2025-06-30 (441 days), 137 trades recorded
- Returns: week n/a · month n/a · 90 days +9.7% · 6 months n/a · 1 year +14.3% · all +14.3%
- Max drawdown n/a · win rate 15% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BRK-B · 10.8% · long · since 2025-09-30
- QQQM · 6.9% · long · since 2025-06-30
- DBEF · 4.5% · long · since 2025-06-30
- DIVO · 4.3% · long · since 2025-06-30
- BALT · 4.3% · long · since 2026-06-30
- BLOK · 3.9% · long · since 2025-06-30
- AIS · 3.5% · long · since 2025-06-30
- AAPL · 3.4% · long · since 2025-06-30
- NVDA · 3.0% · long · since 2025-06-30
- AVUV · 2.6% · long · since 2025-06-30
- BNDI · 2.5% · long · since 2025-06-30
- BITB · 2.3% · long · since 2025-06-30