Stock Taper 
CARTER FINANCIAL GROUP, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Broadcom Inc. | AVGO | 1.84K | $693.51K |
 Snap-on Incorporated | SNA | 1.75K | $706.02K |
 AbbVie Inc. | ABBV | 1.6K | $401.57K |
 Advanced Micro Devices, Inc. | AMD | 1.52K | $882.49K |
 Coinbase Global, Inc. | COIN | 1.51K | $221.33K |
 International Business Machines Corporation | IBM | 1.47K | $412.96K |
 Lam Research Corporation | LRCX | 1.43K | $620.46K |
 Novartis AG | NVS | 1.41K | $220.37K |
 Meta Platforms, Inc. | META | 1.38K | $779.43K |
 3M Company | MMM | 1.38K | $224.08K |
 Chevron Corporation | CVX | 1.38K | $228.38K |
 American Express Company | AXP | 1.3K | $438.47K |
 Twilio Inc. | TWLO | 1.23K | $253.58K |
 GE Aerospace | GE | 1.16K | $434.4K |
 Bank of Montreal | BMO | 1.14K | $200.56K |
 Welltower Inc. | WELL | 1.07K | $242.01K |
 McDonald's Corporation | MCD | 1.06K | $286.02K |
 Capital One Financial Corporation | COF | 1.05K | $210.69K |
 Constellation Energy Corporation | CEG | 1K | $249.34K |
 JPMorgan Chase & Co. | JPM | 970 | $317.46K |