CIK 1909304
Carson Advisory Inc.
Institutional 13F holdings & portfolio
Holdings
183
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 183
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NOC | NORTHROP GRUMMAN CORP | 669 | $100K–$500K | SH |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 14K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| IWF | ISHARES TR | 785 | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 2K | $100K–$500K | SH |
| LW | LAMB WESTON HLDGS INC | 9K | $100K–$500K | SH |
| MCO | MOODYS CORP | 720 | $100K–$500K | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 45K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 6K | $100K–$500K | SH |
| LNC | LINCOLN NATL CORP IND | 8K | $100K–$500K | SH |
| VTRS | VIATRIS INC | 28K | $100K–$500K | SH |
| QS | QUANTUMSCAPE CORP | 33K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 2K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 3K | $100K–$500K | SH |
| HYMB | SPDR SERIES TRUST | 14K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 3K | $100K–$500K | SH |
| NKSH | NATIONAL BANKSHARES INC VA | 10K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| ENB | ENBRIDGE INC | 7K | $100K–$500K | SH |
| MAR | MARRIOTT INTL INC NEW | 1K | $100K–$500K | SH |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 15K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 563 | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 4K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 3K | $100K–$500K | SH |
| VHT | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 12K | $100K–$500K | SH |
| GIS | GENERAL MLS INC | 7K | $100K–$500K | SH |
| FAST | FASTENAL CO | 8K | $100K–$500K | SH |
| CBRL | CRACKER BARREL OLD CTRY STOR | 12K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 346 | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP | 1K | $100K–$500K | SH |
| KRP | KIMBELL RTY PARTNERS LP | 25K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 5K | $100K–$500K | SH |
| RVT | ROYCE SMALL CAP TRUST INC | 18K | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 7K | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 1K | $100K–$500K | SH |
| BXP | BXP INC | 4K | $100K–$500K | SH |
| NUEM | NUSHARES ETF TR | 8K | $100K–$500K | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 6K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 1K | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 912 | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 807 | $100K–$500K | SH |
| DFNL | DAVIS FUNDAMENTAL ETF TR | 6K | $100K–$500K | SH |
| RDIV | INVESCO EXCH TRADED FD TR II | 5K | $100K–$500K | SH |
| VSGX | VANGUARD WORLD FD | 4K | $100K–$500K | SH |
| DVY | ISHARES TR | 2K | $100K–$500K | SH |
| YUM | YUM BRANDS INC | 2K | $100K–$500K | SH |
| IBDT | ISHARES TR | 10K | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 2K | $100K–$500K | SH |