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Institutional

Carr Financial Group Corp

CIK 0001931232
$379.1M
Reported AUM
174
Positions
Q1 2026
Period
2026-05-12
Filed

The Brief · Carr Financial Group Corp · Q1 2026

AI · grounded in 13F

Carr Financial Group Corp established a new position in GARP valued at $12.16M. The fund also initiated a new stake in IBRX for $1.93M and increased its holding in DGRO by 70.2%. On the sell side, the fund trimmed its position in WINN by 78.9% and reduced MGK by 56%.

Portfolio · Q1 2026

BND$34.9MEMXC$25.9MIQLT$24.7MVIG$24.5MGLD$20.2MHELOVTIGARPQQQIJHJEPQOther$170.0MCC

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1BNDVANGUARD TOTAL BOND MARKET ETF$72.83-0.45%5.24%-1.47%$34.9M9.20%+39,272+9.0%
2EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF$93.90-7.65%58.86%72.47%$25.9M6.84%+4,240+1.3%
3IQLTISHARES MSCI INTL QUALITY FACTOR ETF$48.19-2.49%14.00%37.33%$24.7M6.51%45,484−7.8%
4VIGVANGUARD DIVIDEND APPRECIATION ETF$233.28-1.37%18.28%59.52%$24.5M6.46%6,138−5.1%
5GLDSPDR GOLD SHARES$396.24-3.65%29.84%133.33%$20.2M5.34%+2,112+4.7%
6HELOJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF$67.32-0.80%9.60%38.83%$16.0M4.21%+33,402+15.4%
7VTIVANGUARD TOTAL STOCK MARKET ETF$363.38-2.68%24.59%71.45%$15.3M4.03%1,000−2.1%
8GARPISHARES MSCI USA QUALITY GARP ETF$78.66-4.40%35.75%121.29%$12.2M3.21%+190,058NEW
9QQQINVESCO QQQ TRUST SERIES I$705.06-4.80%33.69%99.06%$11.3M2.99%+11+0.1%
10IJHISHARES CORE S&P MID-CAP ETF$73.95-2.00%22.71%46.95%$9.2M2.42%26,739−16.4%
11JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF$58.90-3.01%25.79%102.27%$8.5M2.23%+11,605+8.3%
12DGROISHARES CORE DIVIDEND GROWTH ETF$75.17-0.78%22.26%62.26%$6.5M1.71%+38,097+70.2%
13VBVANGUARD SMALL-CAP ETF$288.20-2.44%25.47%39.47%$6.1M1.62%+2,300+10.9%
14AVUVAVANTIS U.S. SMALL CAP VALUE ETF$119.70-1.44%35.45%76.66%$5.7M1.51%13,552−20.7%
15BILSSTATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF$99.180.01%4.25%17.65%$5.1M1.34%+317+0.6%
16NVDANVIDIA CORPORATION COM$205.10-6.20%44.92%955.49%$5.1M1.34%753−2.5%
17AAPLAPPLE INC COM$307.34-1.25%51.31%116.17%$4.8M1.27%1,408−6.9%
18SCHXSCHWAB U.S. LARGE-CAP ETF$29.05-2.65%23.85%74.97%$3.9M1.03%17,873−10.5%
19AMZNAMAZON COM INC COM$246.03-3.06%15.20%47.87%$3.6M0.95%1,184−6.4%
20MSFTMICROSOFT CORP COM$416.67-2.66%-10.71%52.39%$3.5M0.93%492−4.9%
21VEAVANGUARD FTSE DEVELOPED MARKETS ETF$69.17-3.72%26.80%55.20%$3.5M0.93%+6,034+12.4%
22LLYELI LILLY & CO COM$1131.420.55%48.00%387.10%$3.4M0.90%+19+0.5%
23USMVISHARES MSCI USA MIN VOL FACTOR ETF$95.64-1.06%3.62%35.72%$3.3M0.86%1,419−3.9%
24ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF$161.35-2.71%24.52%71.42%$3.2M0.85%1,717−7.1%
25VSGXVANGUARD ESG INTERNATIONAL STOCK ETF$79.13-4.10%26.41%43.88%$3.0M0.79%+799+1.9%
26QUALISHARES MSCI USA QUALITY FACTOR ETF$213.14-1.93%19.32%64.31%$2.8M0.75%+34+0.2%
27AMATAPPLIED MATLS INC COM$453.01-9.71%173.68%237.67%$2.8M0.74%441−5.1%
28GOOGALPHABET INC CAP STK CL C$365.76-0.95%109.82%172.71%$2.7M0.72%1,214−11.3%
29IBHGISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF$22.00-0.14%5.31%18.63%$2.7M0.70%+32,814+37.7%
30SHYISHARES 1-3 YEAR TREASURY BOND ETF$81.86-0.21%3.62%8.72%$2.6M0.69%+136+0.4%
31STIPISHARES 0-5 YEAR TIPS BOND ETF$102.28-0.23%$2.5M0.67%500−2.0%
32FLRNSTATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF$30.760.00%$2.5M0.66%+6,694+8.9%
33IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF$93.31-3.86%$2.4M0.63%448−1.6%
34VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF$158.24-1.35%$2.2M0.58%834−5.3%
35JEPIJPMORGAN EQUITY PREMIUM INCOME ETF$55.52-0.34%$2.1M0.56%+2,825+8.1%
36SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF$106.41-0.05%$2.1M0.56%+78+0.4%
37MGKVANGUARD MEGA CAP GROWTH ETF$87.47-3.73%$2.1M0.54%7,128−56.0%
38JPMJPMORGAN CHASE & CO COM$312.370.48%$2.0M0.52%52−0.8%
39IBRXIMMUNITYBIO INC COM$6.92-5.08%$1.9M0.51%+251,628NEW
40GOOGLALPHABET INC CAP STK CL A$368.53-0.98%$1.9M0.51%2−0.0%
41VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF$78.61-0.29%$1.9M0.50%48−0.2%
42TLHISHARES 10-20 YEAR TREASURY BOND ETF$98.85-0.62%$1.8M0.48%685−3.7%
43AVGOBROADCOM INC COM$385.73-7.92%$1.8M0.47%+362+6.8%
44WMTWALMART INC COM$118.880.97%$1.7M0.45%1,587−10.4%
45PPAINVESCO AEROSPACE & DEFENSE ETF$170.50-1.75%$1.5M0.40%+524+6.1%
46EEMVISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF$71.56-4.69%$1.5M0.39%HELD
47SHYGISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF$42.17-0.31%$1.5M0.39%9,104−20.7%
48AXPAMERICAN EXPRESS CO COM$310.66-0.60%$1.5M0.39%77−1.6%
49BRK/ABERKSHIRE HATHAWAY INC DEL CL A$1.4M0.38%HELD
50LRCXLAM RESEARCH CORP COM NEW$303.28-9.85%$1.4M0.37%291−4.2%
51EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF$88.96-1.22%$1.4M0.36%HELD
52IJRISHARES CORE S&P SMALL CAP ETF$137.68-1.84%$1.3M0.35%+2,145+25.0%
53IUSVISHARES CORE S&P US VALUE ETF$109.66-1.15%$1.3M0.34%+48+0.4%
54AGGISHARES CORE U.S. AGGREGATE BOND ETF$98.17-0.50%$1.3M0.33%4,659−27.0%
55IEFISHARES 7-10 YEAR TREASURY BOND ETF$93.62-0.53%$1.2M0.31%+12+0.1%
56TSLATESLA INC COM$391.00-6.56%$1.2M0.31%638−16.7%
57ESGDISHARES ESG AWARE MSCI EAFE ETF$101.02-2.62%$1.1M0.30%50−0.4%
58COSTCOSTCO WHOLESALE CORPORATION COM$971.87-0.05%$1.1M0.30%4−0.3%
59IDVOAMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF$41.59-3.28%$1.1M0.30%+18,220+191.6%
60ABBVABBVIE INC COM$227.231.02%$1.1M0.29%45−0.9%
61AMGNAMGEN INC COM$349.581.15%$1.1M0.29%+24+0.8%
62BILSTATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF$91.450.04%$1.1M0.28%6,755−36.5%
63MUBISHARES NATIONAL MUNI BOND ETF$106.97-0.21%$1.1M0.28%HELD
64PHPARKER-HANNIFIN CORP COM$882.341.16%$1.0M0.27%+4+0.4%
65NFLXNETFLIX INC. COM$82.180.76%$979K0.26%+588+6.1%
66NOWSERVICENOW INC COM$112.45-5.79%$909K0.24%+1,445+19.9%
67IBHFISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF$22.57-0.09%$871K0.23%24,923−39.6%
68HDHOME DEPOT INC COM$310.780.27%$867K0.23%92−3.4%
69MBBISHARES MBS ETF$93.74-0.50%$863K0.23%+63+0.7%
70LMTLOCKHEED MARTIN CORP COM$523.760.91%$858K0.23%+6+0.4%
71LINLINDE PLC SHS$507.900.09%$838K0.22%+154+10.0%
72MAMASTERCARD INCORPORATED CL A$491.081.93%$837K0.22%+8+0.5%
73METAMETA PLATFORMS INC CL A$593.00-5.51%$831K0.22%112−7.2%
74JNJJOHNSON & JOHNSON COM$232.772.02%$820K0.22%+444+15.2%
75AMDADVANCED MICRO DEVICES INC COM$466.38-10.86%$788K0.21%898−18.8%
76SPYSTATE STREET SPDR S&P 500 ETF$737.55-2.58%$777K0.21%34−2.8%
77VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND$81.13-3.76%$775K0.20%HELD
78QQQEDIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETF$116.22-4.27%$770K0.20%1,376−15.0%
79QUREQUANTA SVCS INC COM$26.45-5.50%$754K0.20%39−2.8%
80ANETARISTA NETWORKS INC COM SHS$154.27-7.07%$737K0.19%50−0.8%
81RTXRTX CORPORATION COM$180.990.88%$714K0.19%+20+0.5%
82PNCPNC FINL SVCS GROUP INC COM$228.370.57%$708K0.19%+52+1.6%
83BSXBOSTON SCIENTIFIC CORP COM$48.55-0.61%$701K0.18%+357+3.3%
84BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$676K0.18%781−35.6%
85CRMSALESFORCE INC COM$185.66-1.64%$641K0.17%32−0.9%
86ETNEATON CORP PLC SHS$395.94-5.42%$635K0.17%+4+0.2%
87MRKMERCK & CO INC COM$120.790.44%$624K0.16%+58+1.1%
88TLTISHARES 20 YEAR TREASURY BOND ETF$85.06-0.51%$607K0.16%HELD
89GBILACCESS TREASURY 0-1 YEAR ETF$99.960.01%$604K0.16%263−4.2%
90IBMINTERNATIONAL BUSINESS MACHS COM$284.84-5.61%$603K0.16%561−18.4%
91CMICUMMINS INC COM$651.22-3.96%$602K0.16%+3+0.3%
92GILDGILEAD SCIENCES INC COM$129.16-0.02%$585K0.15%+39+0.9%
93XLFSTATE STREET FINANCIAL SELECT SECTOR SPDR ETF$52.300.21%$578K0.15%+1+0.0%
94AJGGALLAGHER ARTHUR J & CO COM$216.142.44%$562K0.15%+492+23.4%
95TIPISHARES TIPS BOND ETF$109.25-0.48%$555K0.15%HELD
96BACBANK OF AMER CORP COM$53.83-0.63%$547K0.14%+682+6.5%
97JCIJOHNSON CTLS INTL PLC SHS$143.65-2.54%$532K0.14%HELD
98VOVANGUARD MID-CAP ETF$78.53-2.06%$519K0.14%433−19.3%
99TJXTJX COS INC NEW COM$160.711.31%$513K0.14%+21+0.7%
100CSCOCISCO SYS INC COM$121.64-6.43%$505K0.13%283−4.2%
101BKNGBOOKING HOLDINGS INC COM$486K0.13%HELD
102VTVVANGUARD VALUE ETF$478K0.13%+7+0.3%
103ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF$467K0.12%+807+8.8%
104NUSCNUVEEN ESG SMALL-CAP ETF$460K0.12%HELD
105VCEBVANGUARD ESG U.S. CORPORATE BOND ETF$450K0.12%127−1.7%
106XLVSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETF$432K0.11%+255+9.5%
107MCDMCDONALDS CORP COM$423K0.11%+161+13.4%
108XYLXYLEM INC COM$422K0.11%+360+11.3%
109CMECME GROUP INC COM$421K0.11%+35+2.5%
110AMPAMERIPRISE FINL INC COM$407K0.11%+8+0.9%
111VVISA INC COM CL A$407K0.11%+65+5.1%
112GSGOLDMAN SACHS GROUP INC COM$393K0.10%+1+0.2%
113ABTABBOTT LABORATORIES COM$392K0.10%+8+0.2%
114DEDEERE & CO COM$391K0.10%+6+0.9%
115XLGINVESCO S&P 500 TOP 50 ETF$387K0.10%470−6.2%
116SMHVANECK SEMICONDUCTOR ETF$386K0.10%+271+36.9%
117VUGVANGUARD GROWTH ETF$381K0.10%HELD
118PSIINVESCO SEMICONDUCTORS ETF$381K0.10%+1,058+35.5%
119TMOTHERMO FISHER SCIENTIFIC INC COM$376K0.10%+9+1.2%
120HONHONEYWELL INTL INC COM$375K0.10%+11+0.7%
121SUSCISHARES ESG AWARE USD CORPORATE BOND ETF$373K0.10%+118+0.7%
122FVFIRST TRUST DORSEY WRIGHT FOCUS 5 ETF$370K0.10%+83+1.4%
123FHLCFIDELITY MSCI HEALTH CARE INDEX ETF$362K0.10%+254+5.2%
124CDNSCADENCE DESIGN SYSTEM INC COM$358K0.09%+5+0.4%
125BLKBLACKROCK INC COM$357K0.09%+7+1.9%
126XOMEXXON MOBIL CORP COM$356K0.09%+38+1.8%
127PGPROCTER & GAMBLE CO COM$351K0.09%246−9.2%
128TTTRANE TECHNOLOGIES PLC SHS$347K0.09%+12+1.5%
129ITWILLINOIS TOOL WKS INC COM$347K0.09%+14+1.1%
130WMBWILLIAMS COS INC COM$343K0.09%+696+17.3%
131ORCLORACLE CORP COM$336K0.09%82−3.5%
132KOCOCA COLA CO COM$334K0.09%+300+7.3%
133PKBINVESCO BUILDING & CONSTRUCTION ETF$333K0.09%+801+30.6%
134XLESTATE STREET ENERGY SELECT SECTOR SPDR ETF$328K0.09%856−13.8%
135RYROYAL BK CDA COM$326K0.09%HELD
136SPSMSTATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF$320K0.08%434−6.2%
137GEGE AEROSPACE COM NEW$319K0.08%21−1.8%
138LHLABCORP HOLDINGS INC COM SHS$301K0.08%+3+0.3%
139ARWARROW ELECTRS INC COM$287K0.08%HELD
140PANWPALO ALTO NETWORKS INC COM$284K0.07%15−0.8%
141NEENEXTERA ENERGY INC COM$283K0.07%+458+17.7%
142PRNINVESCO DORSEY WRIGHT INDUSTRIALS MOMENTUM ETF$270K0.07%+1,386NEW
143WABWABTEC COM$269K0.07%1−0.1%
144SPGIS&P GLOBAL INC COM$267K0.07%+19+3.1%
145NOCNORTHROP GRUMMAN CORP COM$265K0.07%+29+8.1%
146DELLDELL TECHNOLOGIES INC CL C$265K0.07%+1,614NEW
147SPLVINVESCO S&P 500 LOW VOLATILITY ETF$265K0.07%94−2.5%
148MLPXGLOBAL X MLP & ENERGY INFRASTRUCTURE ETF$262K0.07%+3,550NEW
149MMM3M CO COM$261K0.07%91−4.8%
150COFCAPITAL ONE FINL CORP COM$260K0.07%+11+0.8%
151TRVTRAVELERS COMPANIES INC COM$244K0.06%+5+0.6%
152ROKROCKWELL AUTOMATION INC COM$244K0.06%+1+0.1%
153SYKSTRYKER CORPORATION COM$244K0.06%+2+0.3%
154WINNHARBOR LONG-TERM GROWERS ETF$241K0.06%32,557−78.9%
155ECLECOLAB INC COM$239K0.06%+2+0.2%
156TAT&T INC COM$238K0.06%298−3.5%
157MRVLMARVELL TECHNOLOGY INC COM$235K0.06%348−12.8%
158SLVISHARES SILVER TRUST$235K0.06%+338+10.9%
159VTVANGUARD TOTAL WORLD STOCK ETF$234K0.06%+14+0.8%
160EAGGISHARES ESG AWARE US AGGREGATE BOND ETF$234K0.06%+4,917NEW
161VOOVANGUARD S&P 500 ETF$231K0.06%+6+1.6%
162RCLROYAL CARIBBEAN GROUP COM$229K0.06%+831NEW
163FXFINVESCO CURRENCYSHARES SWISS FRANC TRUST$221K0.06%HELD
164ESGVVANGUARD ESG U.S. STOCK ETF$220K0.06%+1,962NEW
165PTFINVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF$217K0.06%+2,508NEW
166CVXCHEVRON CORPORATION COM$216K0.06%+1,044NEW
167VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF$208K0.05%+1+0.0%
168DHRDANAHER CORP DEL COM$206K0.05%+1+0.1%
169GEVGE VERNOVA INC COM$203K0.05%+233NEW
170PEPPEPSICO INC COM$201K0.05%+1,296NEW
171WULFTERAWULF INC COM$191K0.05%+13,246NEW
172PLUGPLUG PWR INC COM NEW$81K0.02%+26+0.1%
173CHRSCOHERUS ONCOLOGY INC COM$59K0.02%HELD
174AKBAAKEBIA THREAPEUTICS INC COM$22K0.01%+4,000+34.5%
175PNQIINVESCO EXCHANGE TRADED FD T17,853EXITED
176TSMTAIWAN SEMICONDUCTOR MFG LTD2,797EXITED
177ASMLASML HOLDING N V684EXITED
178GSKGSK PLC14,314EXITED
179UBERUBER TECHNOLOGIES INC7,740EXITED
180NGGNATIONAL GRID PLC5,245EXITED
181SNYSANOFI SA8,367EXITED
182NVSNOVARTIS AG2,923EXITED
183GDXVANECK ETF TRUST4,340EXITED
184AZNNASTRAZENECA PLC3,762EXITED
185DECKDECKERS OUTDOOR CORP2,726EXITED
186INTUINTUIT381EXITED
187WELLWELLTOWER INC1,358EXITED
188BXBLACKSTONE INC1,630EXITED
189ULUNILEVER PLC3,372EXITED
190ADPAUTOMATIC DATA PROCESSING IN841EXITED
191JLLJONES LANG LASALLE INC641EXITED
192NXPINXP SEMICONDUCTORS N V956EXITED

Source: SEC EDGAR · accession 0001765380-26-000205. 13F discloses long positions only — shorts, foreign equities, and options are excluded.