Carson Advisory Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1909304
Institutional-grade research for retail investors
13F Reported Value
ⓘ$192.9M
Holdings
188
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Carson Advisory Inc. disclosed 188 positions worth $192.9M in its Form 13F-HR for Q1 2026, led by $HD (HOME DEPOT, INC.) at 5.2% of the equity portfolio. During the quarter the fund opened 11 new positions and exited 5. The portfolio is most concentrated in Other (28.3% of disclosed assets). All figures are sourced directly from Carson Advisory Inc.’s Form 13F-HR filing with the SEC under CIK 1909304.
AI Fund Analysis
Stable
$HD5.2% weight
Held 9 quarters
CAPITAL GROUP GBL GROWTH E
4.1% weight
Held 9 quarters
$BAH4.0% weight
Held 9 quarters
$BRK-A3.7% weight
Held 9 quarters
$SO3.6% weight
Held 9 quarters
CAPITAL GROUP GBL GROWTH E
8 quarters accumulating
$BAH8 quarters accumulating
BLACKROCK ETF TRUST II
8 quarters accumulating
$CRM8 quarters accumulating
$RVT8 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyUtilitiesConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 69.2#379
Quality
$10.0M30,542 sh CAPITAL GROUP CONSERVATIVE E
—Quality
$8.7M292,429 shCAPITAL GROUP GBL GROWTH EQT
—Quality
$7.9M236,964 sh- 65.5
Quality
$7.8M219,371 sh - 64.5
Quality
$7.1M14,846 sh - 65.1
Quality
$6.9M71,493 sh - 70.7
Quality
$5.4M73,295 sh - 76.1
Quality
$4.8M18,963 sh BLACKROCK ETF TRUST II
—Quality
$4.8M92,546 sh- 74.9
Quality
$4.6M75,176 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| HOME DEPOT, INC.$HD | 69.2#379 | $10.0M | 30,542 |
| CAPITAL GROUP CONSERVATIVE E | — | $8.7M | 292,429 |
| CAPITAL GROUP GBL GROWTH EQT | — | $7.9M | 236,964 |
| Booz Allen Hamilton Holding Corp$BAH | 65.5 | $7.8M | 219,371 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $7.1M | 14,846 |
| SOUTHERN CO$SO | 65.1 | $6.9M | 71,493 |
 EDISON INTERNATIONAL$EIX | 70.7 | $5.4M | 73,295 |
 Apple Inc.$AAPL | 76.1 | $4.8M | 18,963 |
| BLACKROCK ETF TRUST II | — | $4.8M | 92,546 |
 DOMINION ENERGY, INC$D | 74.9 | $4.6M | 75,176 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Carson Advisory Inc.'s 188 positions.
Showing top 10 of 188 holdings.
Sector Allocation
Other
$54.6M
Financials
$29.5M
Technology
$29.2M
Utilities
$27.2M
Consumer Discretionary
$16.0M
Industrials
$11.0M
Consumer Staples
$7.2M
Healthcare
$6.7M
Full Holdings — Carson Advisory Inc. (Q1 2026)
All 188 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $HD | HOME DEPOT, INC. | $10.0M | 5.2% | +0% | 69.2 |
| 2 | — | CAPITAL GROUP CONSERVATIVE E | $8.7M | 4.5% | +3% | — |
| 3 | — | CAPITAL GROUP GBL GROWTH EQT | $7.9M | 4.1% | +0% | — |
| 4 | $BAH | Booz Allen Hamilton Holding Corp | $7.8M | 4.0% | +4% | 65.5 |
| 5 | $BRK.B | BERKSHIRE HATHAWAY INC | $7.1M | 3.7% | +0% | 64.5 |
| 6 | $SO | SOUTHERN CO | $6.9M | 3.6% | +0% | 65.1 |
| 7 | $EIX | EDISON INTERNATIONAL | $5.4M | 2.8% | -1% | 70.7 |
| 8 | $AAPL | Apple Inc. | $4.8M | 2.5% | +1% | 76.1 |
| 9 | — | BLACKROCK ETF TRUST II | $4.8M | 2.5% | +6% | — |
| 10 | $D | DOMINION ENERGY, INC | $4.6M | 2.4% | +0% | 74.9 |
| 11 |  $AES | AES CORP | $4.2M | 2.2% | -2% | 50.9 |
| 12 |  $DUK | Duke Energy CORP | $4.0M | 2.1% | -0% | 64 |
| 13 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $3.6M | 1.9% | -2% | 66.7 |
| 14 | — | CAPITAL GROUP DIVIDEND VALUE | $3.5M | 1.8% | +2% | — |
| 15 |  $MSFT | MICROSOFT CORP | $3.0M | 1.6% | +5% | 83.7 |
| 16 | — | T ROWE PRICE ETF INC | $2.9M | 1.5% | +63% | — |
| 17 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.8M | 1.4% | -1% | 68.4 |
| 18 |  $JPM | JPMORGAN CHASE & CO | $2.6M | 1.4% | -1% | 35.6 |
| 19 |  $JNJ | JOHNSON & JOHNSON | $2.4M | 1.3% | -1% | 72.8 |
| 20 |  $JXN | Jackson Financial Inc. | $2.2M | 1.1% | -6% | 67.5 |
| 21 |  $DAL | DELTA AIR LINES, INC. | $1.9M | 1.0% | -0% | 64.4 |
| 22 |  $PG | PROCTER & GAMBLE Co | $1.7M | 0.9% | -0% | 72.9 |
| 23 |  $GOOGL | Alphabet Inc. | $1.7M | 0.9% | +20% | 80.2 |
| 24 |  $NZF | Nuveen Municipal Credit Income Fund | $1.6M | 0.8% | +0% | — |
| 25 |  $T | AT&T INC. | $1.6M | 0.8% | -10% | 71.9 |
| 26 |  $KO | COCA COLA CO | $1.6M | 0.8% | -3% | 74 |
| 27 | — | CAPITAL GROUP CORE BALANCED | $1.6M | 0.8% | +213% | — |
| 28 | — | ISHARES TR | $1.5M | 0.8% | -4% | — |
| 29 |  $C | CITIGROUP INC | $1.4M | 0.8% | -4% | 54.8 |
| 30 |  $WMT | Walmart Inc. | $1.4M | 0.7% | -7% | 63.2 |
| 31 | — | VANGUARD SPECIALIZED FUNDS | $1.4M | 0.7% | +4% | — |
| 32 |  $SBI | WESTERN ASSET INTERMEDIATE MUNI FUND INC. | $1.3M | 0.7% | -1% | — |
| 33 |  $XOM | EXXON MOBIL CORP | $1.3M | 0.7% | -5% | 61.8 |
| 34 |  $VZ | VERIZON COMMUNICATIONS INC | $1.3M | 0.7% | -5% | 71.6 |
| 35 |  $NVDA | NVIDIA CORP | $1.2M | 0.7% | +9% | 90.2 |
| 36 |  $NEE | NEXTERA ENERGY INC | $1.1M | 0.6% | +0% | 71.7 |
| 37 |  $CVX | CHEVRON CORP | $1.1M | 0.6% | -14% | 54.7 |
| 38 |  $BX | Blackstone Inc. | $1.1M | 0.6% | +1% | 68 |
| 39 |  $GS | GOLDMAN SACHS GROUP INC | $1.1M | 0.6% | +7% | — |
| 40 |  $AFL | AFLAC INC | $1.1M | 0.6% | -3% | 60.3 |
| 41 |  $ETN | Eaton Corp plc | $1.1M | 0.6% | -1% | — |
| 42 |  $PEP | PEPSICO INC | $1.1M | 0.6% | +0% | 62.7 |
| 43 | — | T ROWE PRICE ETF INC | $1.1M | 0.6% | -4% | — |
| 44 | — | AMPLIFY ETF TR | $1.1M | 0.6% | +2% | — |
| 45 |  $AMZN | AMAZON COM INC | $1.0M | 0.5% | +5% | 74.6 |
| 46 |  $BA | BOEING CO | $1.0M | 0.5% | +0% | 51.8 |
| 47 |  $WFC | WELLS FARGO & COMPANY/MN | $993,294 | 0.5% | +10% | — |
| 48 |  $GE | GENERAL ELECTRIC CO | $986,893 | 0.5% | -3% | 74.8 |
| 49 |  $CG | Carlyle Group Inc. | $930,329 | 0.5% | -3% | 47.3 |
| 50 |  $META | Meta Platforms, Inc. | $928,031 | 0.5% | -1% | 80.9 |
| 51 |  $TFC | TRUIST FINANCIAL CORP | $901,196 | 0.5% | -5% | — |
| 52 | — | VANGUARD INDEX FDS | $898,784 | 0.5% | +10% | — |
| 53 | — | VANGUARD INDEX FDS | $891,852 | 0.5% | +0% | — |
| 54 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $869,545 | 0.5% | +2% | — |
| 55 |  $PFH | PRUDENTIAL FINANCIAL INC | $844,620 | 0.4% | +0% | 58.6 |
| 56 |  $MU | MICRON TECHNOLOGY INC | $832,024 | 0.4% | -54% | 88.4 |
| 57 |  $SLG | SL GREEN REALTY CORP | $820,533 | 0.4% | +3% | 41.5 |
| 58 | — | SCM TRUST | $814,288 | 0.4% | NEW | — |
| 59 |  $OKE | ONEOK INC /NEW/ | $811,250 | 0.4% | +0% | 72 |
| 60 | — | VANGUARD STAR FDS | $809,809 | 0.4% | -1% | — |
| 61 |  $UPS | UNITED PARCEL SERVICE INC | $771,842 | 0.4% | +4% | 58.2 |
| 62 |  $LLY | ELI LILLY & Co | $718,340 | 0.4% | +6% | 89.3 |
| 63 |  $PCG | PG&E Corp | $702,899 | 0.4% | -8% | 59.3 |
| 64 | — | NUSHARES ETF TR | $700,574 | 0.4% | -5% | — |
| 65 |  $STWD | STARWOOD PROPERTY TRUST, INC. | $696,670 | 0.4% | +0% | 54.6 |
| 66 |  $LOW | LOWES COMPANIES INC | $680,925 | 0.3% | +2% | 63.5 |
| 67 | — | VANGUARD INDEX FDS | $677,402 | 0.3% | +0% | — |
| 68 |  $GEV | GE Vernova Inc. | $668,651 | 0.3% | -4% | 70.1 |
| 69 |  $PM | Philip Morris International Inc. | $653,690 | 0.3% | +0% | 80.5 |
| 70 |  $RTX | RTX Corp | $651,048 | 0.3% | -1% | 70 |
| 71 | — | ISHARES TR | $635,308 | 0.3% | +15% | — |
| 72 | — | ISHARES TR | $632,680 | 0.3% | -1% | — |
| 73 |  $GIS | GENERAL MILLS INC | $627,540 | 0.3% | +155% | 64.1 |
| 74 |  $SCHW | SCHWAB CHARLES CORP | $616,227 | 0.3% | +0% | 77.2 |
| 75 |  $AVGO | Broadcom Inc. | $609,116 | 0.3% | +19% | 86.4 |
| 76 | — | VANGUARD INTL EQUITY INDEX F | $605,174 | 0.3% | +5% | — |
| 77 |  $ABBV | AbbVie Inc. | $584,613 | 0.3% | -0% | 59.3 |
| 78 |  $LW | Lamb Weston Holdings, Inc. | $583,969 | 0.3% | +57% | 54.2 |
| 79 |  $WD | Walker & Dunlop, Inc. | $582,488 | 0.3% | +8% | 48.6 |
| 80 | $CRM | Salesforce, Inc. | $582,073 | 0.3% | +10% | 75.2 |
| 81 |  $GILD | GILEAD SCIENCES, INC. | $553,020 | 0.3% | +0% | 77.8 |
| 82 | — | CAPITAL GRP FIXED INCM ETF T | $551,091 | 0.3% | +48% | — |
| 83 |  $APO | Apollo Global Management, Inc. | $496,923 | 0.3% | +1% | 55.7 |
| 84 |  $ILMN | ILLUMINA, INC. | $488,726 | 0.3% | -1% | 62.5 |
| 85 | — | CAPITAL GRP FIXED INCM ETF T | $488,646 | 0.3% | +60% | — |
| 86 |  $WHR | WHIRLPOOL CORP /DE/ | $487,976 | 0.3% | -4% | 40.6 |
| 87 |  $XYZ | Block, Inc. | $483,546 | 0.3% | +3% | 60.3 |
| 88 |  $SBUX | STARBUCKS CORP | $471,586 | 0.2% | -2% | 54.6 |
| 89 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $468,093 | 0.2% | +2% | — |
| 90 | — | VANGUARD INTL EQUITY INDEX F | $455,389 | 0.2% | -2% | — |
| 91 |  $ADI | ANALOG DEVICES INC | $452,992 | 0.2% | -2% | 76.2 |
| 92 |  $NVO | NOVO NORDISK A S | $452,613 | 0.2% | +2% | — |
| 93 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $452,325 | 0.2% | -1% | 60.5 |
| 94 |  $CB | Chubb Ltd | $449,638 | 0.2% | -1% | — |
| 95 |  $DIS | Walt Disney Co | $432,249 | 0.2% | +50% | 68.9 |
| 96 | — | SPDR SERIES TRUST | $429,040 | 0.2% | +27% | — |
| 97 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $426,287 | 0.2% | -3% | 70.9 |
| 98 |  $MMU | WESTERN ASSET MANAGED MUNICIPALS FUND INC. | $407,129 | 0.2% | -9% | — |
| 99 |  $ZION | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $405,510 | 0.2% | -0% | 57.8 |
| 100 | — | CAPITAL GRP FIXED INCM ETF T | $405,225 | 0.2% | +23% | — |
| 101 | — | ISHARES TR | $399,852 | 0.2% | +4% | — |
| 102 |  $MO | ALTRIA GROUP, INC. | $393,212 | 0.2% | -4% | 72.1 |
| 103 |  $ITW | ILLINOIS TOOL WORKS INC | $392,827 | 0.2% | +0% | 71.2 |
| 104 |  $ICE | Intercontinental Exchange, Inc. | $392,256 | 0.2% | +0% | 73.8 |
| 105 |  $BAM | Brookfield Asset Management Ltd. | $389,119 | 0.2% | +9% | — |
| 106 |  $CVS | CVS HEALTH Corp | $385,458 | 0.2% | +8% | 51.3 |
| 107 |  $CAT | CATERPILLAR INC | $383,985 | 0.2% | -4% | 67.8 |
| 108 |  $MCD | MCDONALDS CORP | $380,685 | 0.2% | +0% | 73.9 |
| 109 |  $VTRS | Viatris Inc | $379,631 | 0.2% | +0% | 47.1 |
| 110 | — | DBX ETF TR | $378,750 | 0.2% | -11% | — |
| 111 |  $ENB | ENBRIDGE INC | $372,555 | 0.2% | -1% | — |
| 112 | — | SELECT SECTOR SPDR TR | $368,759 | 0.2% | +19% | — |
| 113 |  $NKSH | NATIONAL BANKSHARES INC | $364,100 | 0.2% | +0% | 57.3 |
| 114 |  $MRK | Merck & Co., Inc. | $361,790 | 0.2% | +0% | 70.9 |
| 115 |  $KRP | Kimbell Royalty Partners, LP | $355,239 | 0.2% | -3% | 68.1 |
| 116 |  $CBRL | CRACKER BARREL OLD COUNTRY STORE, INC | $351,437 | 0.2% | +5% | 45.1 |
| 117 |  $FAST | FASTENAL CO | $351,109 | 0.2% | +0% | 73.5 |
| 118 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $348,330 | 0.2% | -1% | 65.9 |
| 119 |  $COST | COSTCO WHOLESALE CORP /NEW | $345,238 | 0.2% | +0% | 67 |
| 120 |  $TJX | TJX COMPANIES INC /DE/ | $336,596 | 0.2% | -5% | 70.7 |
| 121 | — | CAPITAL GROUP DIVIDEND GROWE | $329,957 | 0.2% | NEW | — |
| 122 | — | ISHARES TR | $328,556 | 0.2% | -2% | — |
| 123 | — | VANGUARD WORLD FD | $321,266 | 0.2% | +9% | — |
| 124 |  $COP | CONOCOPHILLIPS | $319,775 | 0.2% | -11% | 74.8 |
| 125 |  $IVZ | Invesco Ltd. | $318,646 | 0.2% | +13% | — |
| 126 |  $CSCO | CISCO SYSTEMS, INC. | $316,485 | 0.2% | -2% | 72.3 |
| 127 |  $MPC | Marathon Petroleum Corp | $315,342 | 0.2% | -12% | 50.7 |
| 128 |  $MCO | MOODYS CORP /DE/ | $314,100 | 0.2% | +0% | 81.3 |
| 129 |  $SNOW | Snowflake Inc. | $313,706 | 0.2% | +5% | 49.6 |
| 130 |  $JPC | Nuveen Preferred & Income Opportunities Fund | $313,370 | 0.2% | -8% | — |
| 131 |  $MDLZ | Mondelez International, Inc. | $307,985 | 0.2% | +0% | 53.9 |
| 132 | — | CAPITAL GROUP GROWTH ETF | $307,330 | 0.2% | +24% | — |
| 133 | — | SELECT SECTOR SPDR TR | $306,453 | 0.2% | +0% | — |
| 134 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $306,214 | 0.2% | -3% | 66.5 |
| 135 | — | CAPITAL GRP FIXED INCM ETF T | $301,218 | 0.2% | +19% | — |
| 136 | $RVT | ROYCE SMALL-CAP TRUST, INC. | $300,394 | 0.2% | +2% | — |
| 137 |  $OKTA | Okta, Inc. | $299,098 | 0.2% | NEW | 67.3 |
| 138 |  $NSC | NORFOLK SOUTHERN CORP | $298,205 | 0.1% | +0% | 70.8 |
| 139 |  $QCOM | QUALCOMM INC/DE | $292,419 | 0.1% | +0% | 81.9 |
| 140 | — | NUSHARES ETF TR | $288,803 | 0.1% | +0% | — |
| 141 | $IVZ | Invesco Ltd. | $283,866 | 0.1% | +0% | — |
| 142 |  $LNC | LINCOLN NATIONAL CORP | $282,225 | 0.1% | +0% | 50.8 |
| 143 |  $ABT | ABBOTT LABORATORIES | $280,921 | 0.1% | +1% | 67 |
| 144 | — | ISHARES TR | $280,563 | 0.1% | -1% | — |
| 145 |  $CL | COLGATE PALMOLIVE CO | $277,351 | 0.1% | +0% | 72.4 |
| 146 |  $FCX | FREEPORT-MCMORAN INC | $272,974 | 0.1% | -8% | 73.1 |
| 147 |  $YUM | YUM BRANDS INC | $269,758 | 0.1% | +0% | 71.7 |
| 148 |  $ORCL | ORACLE CORP | $269,664 | 0.1% | +5% | 67.2 |
| 149 | — | CAPITAL GRP FIXED INCM ETF T | $266,645 | 0.1% | +26% | — |
| 150 | — | VANGUARD WORLD FD | $265,401 | 0.1% | +0% | — |
| 151 |  $BXP | BXP, Inc. | $262,941 | 0.1% | +22% | 50.9 |
| 152 |  $APD | Air Products & Chemicals, Inc. | $261,939 | 0.1% | -3% | 41.2 |
| 153 | — | ISHARES TR | $260,012 | 0.1% | +0% | — |
| 154 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $259,139 | 0.1% | +0% | 75.4 |
| 155 |  $GRAL | GRAIL, Inc. | $258,400 | 0.1% | -19% | 31.9 |
| 156 |  $PFE | PFIZER INC | $257,606 | 0.1% | -1% | 69 |
| 157 | — | ISHARES TR | $254,439 | 0.1% | +13% | — |
| 158 |  $HON | HONEYWELL INTERNATIONAL INC | $250,667 | 0.1% | +0% | 65.7 |
| 159 | — | DAVIS FUNDAMENTAL ETF TR | $246,620 | 0.1% | +0% | — |
| 160 |  $GNRC | GENERAC HOLDINGS INC. | $244,163 | 0.1% | -34% | 58.2 |
| 161 | — | VANGUARD INDEX FDS | $243,236 | 0.1% | +11% | — |
| 162 | — | VANGUARD INDEX FDS | $242,538 | 0.1% | +0% | — |
| 163 | — | VANGUARD INDEX FDS | $237,206 | 0.1% | +0% | — |
| 164 | — | SPDR SERIES TRUST | $236,687 | 0.1% | -13% | — |
| 165 | — | VANGUARD INDEX FDS | $230,625 | 0.1% | +5% | — |
| 166 |  $RF | REGIONS FINANCIAL CORP | $229,838 | 0.1% | -0% | — |
| 167 |  $RJF | RAYMOND JAMES FINANCIAL INC | $229,618 | 0.1% | +0% | 63.8 |
| 168 |  $DE | DEERE & CO | $227,902 | 0.1% | NEW | 57.4 |
| 169 |  $LMT | LOCKHEED MARTIN CORP | $226,071 | 0.1% | NEW | 65 |
| 170 |  $LIN | LINDE PLC | $223,262 | 0.1% | NEW | — |
| 171 |  $GD | GENERAL DYNAMICS CORP | $222,926 | 0.1% | +2% | 73 |
| 172 |  $EMR | EMERSON ELECTRIC CO | $222,130 | 0.1% | +0% | 65.9 |
| 173 |  $PSX | Phillips 66 | $222,099 | 0.1% | NEW | 47.6 |
| 174 |  $QS | QuantumScape Corp | $218,834 | 0.1% | +3% | — |
| 175 |  $STAG | STAG Industrial, Inc. | $216,324 | 0.1% | +0% | 67.8 |
| 176 |  $WMB | WILLIAMS COMPANIES, INC. | $213,755 | 0.1% | NEW | 72.8 |
| 177 |  $ADP | AUTOMATIC DATA PROCESSING INC | $213,727 | 0.1% | +0% | 77.9 |
| 178 |  $USB | US BANCORP DE | $207,624 | 0.1% | +0% | 71.4 |
| 179 | — | SCHWAB STRATEGIC TR | $206,065 | 0.1% | NEW | — |
| 180 |  $RY | ROYAL BANK OF CANADA | $206,006 | 0.1% | -4% | — |
| 181 | — | TORTOISE CAPITAL SERIES TRUS | $205,408 | 0.1% | +0% | — |
| 182 |  $V | VISA INC. | $204,422 | 0.1% | +0% | 83.5 |
| 183 |  $AUR | Aurora Innovation, Inc. | $198,584 | 0.1% | NEW | 9.8 |
| 184 | — | VANECK ETF TRUST | $178,908 | 0.1% | NEW | — |
| 185 |  $NAD | Nuveen Quality Municipal Income Fund | $116,323 | 0.1% | +0% | — |
| 186 |  $PSKY | Paramount Skydance Corp | $108,529 | 0.1% | -14% | 62.5 |
| 187 |  $ESRT | Empire State Realty Trust, Inc. | $54,600 | 0.0% | +0% | 37.2 |
| 188 |  $ZNTL | Zentalis Pharmaceuticals, Inc. | $54,452 | 0.0% | -1% | — |
New Positions (11)
SCM TRUST$814,288
CAPITAL GROUP DIVIDEND GROWE$329,957
$OKTA Okta, Inc.$299,098$DE DEERE & CO$227,902$LMT LOCKHEED MARTIN CORP$226,071$LIN LINDE PLC$223,262$PSX Phillips 66$222,099$WMB WILLIAMS COMPANIES, INC.$213,755 SCHWAB STRATEGIC TR$206,065
$AUR Aurora Innovation, Inc.$198,584 VANECK ETF TRUST$178,908
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AI-Powered Hedge Fund Analysis: Carson Advisory Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Carson Advisory Inc. (SEC CIK: 1909304), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Carson Advisory Inc.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.