Carr Financial Group Corp
All 13F Filings
- Location
- Worcester, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 376,194
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/9/2026 | 187 | 376,194 | 13F-HR | Carr Financial Group Corp |
| Q3 2025 | 10/8/2025 | 188 | 364,204 | 13F-HR | Carr Financial Group Corp |
| Q2 2025 | 7/15/2025 | 187 | 338,891 | 13F-HR | Carr Financial Group Corp |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
729
(0.2% of total reported value)
· QoQ Δ:
+729
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 307.7 K | 82.0% | 13.68 K | 0 | 13.68 K |
| ETFs | 64.36 K | 17.1% | 0 | 2.236 K | -2.236 K |
| Debt | 3.394 K | 0.9% | 0 | 188 | -188 |
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Fund Snapshot
Q4 2025
Latest filed
1/9/2026
Total value ($000)
376,194
Holdings
187
QoQ value change ($000)
11,990
(3.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.