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Home > Institutional Investor > Carter Financial Group, Inc. > Profile

Instuitional Investor - Carter Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Carter Financial Group, Inc.
Portfolio Value $192,911,860
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK-B 41,693 $20,862,580 10.81%
2.
Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF
 44,132 $13,370,742 6.93%
3.
Dbx Etf Tr - XTRACK MSCI EAFE
 159,889 $8,734,740 4.53%
4.
Amplify Etf Tr
 181,372 $8,288,691 4.3%
5.
Blue Buffalo Pet Products Inc.
 BUFF 241,453 $8,274,577 4.29%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.