CIK 1909304

Carson Advisory Inc.

Institutional 13F holdings & portfolio

Holdings

183

Portfolio Value

$1M+

Latest Report

Dec 31, 2025

Report Periods

Holdings

13F filings as of Dec 31, 2025 · Showing 151–183 of 183

Ticker	Company	Shares	Value	Type
GNRC	GENERAC HLDGS INC	2K	$100K–$500K	SH
FCX	FREEPORT-MCMORAN INC	5K	$100K–$500K	SH
CL	COLGATE PALMOLIVE CO	3K	$100K–$500K	SH
CGMS	CAPITAL GRP FIXED INCM ETF T	9K	$100K–$500K	SH
COP	CONOCOPHILLIPS	3K	$100K–$500K	SH
RJF	RAYMOND JAMES FINL INC	2K	$100K–$500K	SH
AXP	AMERICAN EXPRESS CO	668	$100K–$500K	SH
VUG	VANGUARD INDEX FDS	502	$100K–$500K	SH
RF	REGIONS FINANCIAL CORP NEW	9K	$100K–$500K	SH
VB	VANGUARD INDEX FDS	926	$100K–$500K	SH
MPC	MARATHON PETE CORP	1K	$100K–$500K	SH
V	VISA INC	675	$100K–$500K	SH
DEO	DIAGEO PLC	3K	$100K–$500K	SH
PFE	PFIZER INC	9K	$100K–$500K	SH
VTV	VANGUARD INDEX FDS	1K	$100K–$500K	SH
APD	AIR PRODS & CHEMS INC	927	$100K–$500K	SH
USMV	ISHARES TR	2K	$100K–$500K	SH
AEP	AMERICAN ELEC PWR CO INC	2K	$100K–$500K	SH
RY	ROYAL BK CDA	1K	$100K–$500K	SH
EMR	EMERSON ELEC CO	2K	$100K–$500K	SH
VO	VANGUARD INDEX FDS	765	$100K–$500K	SH
STAG	STAG INDL INC	6K	$100K–$500K	SH
HON	HONEYWELL INTL INC	1K	$100K–$500K	SH
XLF	SELECT SECTOR SPDR TR	4K	$100K–$500K	SH
GD	GENERAL DYNAMICS CORP	637	$100K–$500K	SH
USB	US BANCORP DEL	4K	$100K–$500K	SH
CGHM	CAPITAL GRP FIXED INCM ETF T	8K	$100K–$500K	SH
TT	TRANE TECHNOLOGIES PLC	533	$100K–$500K	SH
PSKY	PARAMOUNT SKYDANCE CORP	14K	$100K–$500K	SH
TNGY	TORTOISE CAPITAL SERIES TRUS	20K	$100K–$500K	SH
NAD	NUVEEN QUALITY MUNCP INCOME	10K	$100K–$500K	SH
ESRT	EMPIRE ST RLTY TR INC	11K	$50K–$100K	SH
ZNTL	ZENTALIS PHARMACEUTICALS INC	23K	$15K–$50K	SH