StockDriftsStockDriftsTop 50 Carson Advisory INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HD | HOME DEPOT INC | 5.06% | 31.2K | $11.0M | +2.27%(+693) | $379.36(-6.47%) | 2026-06-30 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 4.72% | 242.8K | $10.3M | +2.47%(+5.85K) | $22.43(+81.14%) | 2026-06-30 | |
| CGCV | CAPITAL GROUP CONSERVATIVE E | 4.54% | 301.2K | $9.9M | +2.99%(+8.74K) | $29.45(+15.01%) | 2026-06-30 | |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | 4.29% | 227.4K | $9.3M | +3.67%(+8.05K) | $31.17(+37.47%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.53% | 15.4K | $7.7M | +3.55%(+527) | $312.04(+67.72%) | 2026-06-30 | |
| SO | SOUTHERN CO | 3.09% | 70.4K | $6.7M | -1.54%(-1.10K) | $66.64(+37.91%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.61% | 19.6K | $5.7M | +3.58%(+678) | $164.99(+85.88%) | 2026-06-30 | |
| EIX | EDISON INTL | 2.46% | 71.8K | $5.3M | -2.00%(-1.47K) | $61.81(+10.32%) | 2026-06-30 | |
| D | DOMINION ENERGY INC | 2.32% | 74.0K | $5.1M | -1.51%(-1.14K) | $63.32(+6.96%) | 2026-06-30 | |
| BINC | BLACKROCK ETF TRUST II | 2.27% | 94.4K | $4.9M | +2.03%(+1.88K) | $52.57(-1.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.12% | +48.61% | — | — | +36.96% |
| Top 20 Holdings Unweighted | +14.77% | +51.19% | — | — | +35.39% |
Carson Advisory INC reports $217.74M in US-listed equity holdings across 204 positions in its most recent 13F filing. Its largest disclosed positions are HD (5.1%), CGGO (4.7%) and CGCV (4.5%). The top 20 holdings account for 50.31% of reported assets. Its disclosed equity book has returned +48.61% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Carson Advisory INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1909304). View Carson Advisory INC’s 13F filings on SEC