Carbahal Olsen Financial Services Group, LLC Portfolio Holdings by Sector

Carbahal Olsen Financial Services Group, LLC

$117 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV QQQ IVW IEFA AGG FDVV IVE IWO 13 stocks	$107 Million 91.44% of portfolio	6	6	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.85 Million 1.58% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY GILD JNJ ABBV 4 stocks	$1.31 Million 1.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$1.16 Million 0.99% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$989,612 0.85% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN 1 stocks	$566,543 0.49% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN IBM 2 stocks	$450,187 0.39% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$376,261 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services SEIC 1 stocks	$359,440 0.31% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$353,589 0.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$341,539 0.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$339,352 0.29% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$312,212 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services WFC 1 stocks	$293,239 0.25% of portfolio	-	-	-	-	0 Calls 0 Puts
Shell Companies \| Financial Services ALCC 1 stocks	$279,950 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare BMRN 1 stocks	$273,476 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM 1 stocks	$252,347 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$246,716 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$243,611 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts

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