Carr Financial Group Corp Portfolio Holdings

Carr Financial Group Corp

  • $376 Billion
  • Q4 2025

Carr Financial Group Corp has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $376 Billion distributed in 187 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $32.2B, Vanguard Dividend Appreciation with a value of $26.4B, Ishares Msci Intl Quality Fact with a value of $26.3B, Ishares Inc Msci Emerging Mkts with a value of $23.7B, and Spdr Gold Trust with a value of $17.8B.

Examining the 13F form we can see an increase of $12B in the current position value, from $364B to 376B.

Carr Financial Group Corp is based out at Worcester, MA

Below you can find more details about Carr Financial Group Corp portfolio as well as his latest detailed transactions.

Portfolio value $376 Billion
ETFs: $273 Billion
Technology: $28.8 Billion
Financial Services: $12.5 Billion
Healthcare: $11.5 Billion
Consumer Cyclical: $8.68 Billion
Industrials: $7.93 Billion
Communication Services: $7.63 Billion
Consumer Defensive: $3.36 Billion
Other: $1.81 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$92.5M
$50 Million 0.01% of portfolio
35,195
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 187
  • Current Value $376 Billion
  • Prior Value $364 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 08, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 14 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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