No buy transactions available for this period
No sell transactions available for this period
Carter Financial, LLC filed its 13F report for Q4 2025 on March 17, 2026. The portfolio totaled 113.32 M reflecting a -100.00% change from the prior quarter, spanning 0 assets. The top 10 holdings comprised 94.8% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.
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Carter Financial submitted their Form 13F-HR for the Q4 2025 period on 03/17/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Carter Financial reported a managed portfolio value of 113.32 M, consisting of 24 individual positions.
This page displays the raw filing documents. To see which stocks Carter Financial bought or sold during Q4 2025, please visit Carter Financial's Portfolio Analysis page.