Institutions / Carbahal Olsen Financial Services Group, LLC
Carbahal Olsen Financial Services Group, LLC
CIK 2052538 · Institution · as of Dec 31, 2025
Portfolio value
$130.26M
Positions
42
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 42 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $32.61M | 25.0% |
| iShares Tr | $17.30M | 13.3% |
| Invesco Qqq Tr | $17.26M | 13.2% |
| iShares Tr | $13.90M | 10.7% |
| iShares Tr | $11.28M | 8.7% |
| Fidelity Covington Trust | $7.20M | 5.5% |
| iShares Tr | $6.53M | 5.0% |
| iShares Tr | $4.70M | 3.6% |
| Apple Inc. | $4.60M | 3.5% |
| iShares Tr | $1.88M | 1.4% |
| Warren E. Buffett | $1.20M | 0.9% |
| iShares Tr | $917.1K | 0.7% |
| Microsoft Corp | $904.6K | 0.7% |
| ELI LILLY & Co | $538.4K | 0.4% |
| iShares Tr | $527.5K | 0.4% |
| Brookfield Corp | $525.1K | 0.4% |
| Eaton Corp plc | $506.7K | 0.4% |
| Applied Materials Inc /De | $481.7K | 0.4% |
| NVIDIA Corp | $460.8K | 0.4% |
| iShares Tr | $449.6K | 0.3% |
| Johnson & Johnson | $446.0K | 0.3% |
| iShares MSCI UAE ETF | $422.9K | 0.3% |
| Gilead Sciences, Inc. | $365.8K | 0.3% |
| Caterpillar Inc | $360.9K | 0.3% |
| Oklo Inc. | $358.8K | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.