IR
Superintel
Overview
Markets
Watchlist
More
Carbahal Olsen Financial Services Group, LLC
ETF
Concentrated long-term
CIK: 0002052538 | DAVIS, CA
Watch
Q1 2026 vs Q2 2026 Comparison
Profile
AI Overview
Filing History
Quarter
Form Type
Holdings
Value
Filed
SEC
Q2 2026
13F-HR
40
$144.0M
2026-08-14
SEC ↗
Q1 2026
13F-HR
37
$125.1M
2026-05-11
SEC ↗
Q4 2025
13F-HR
42
$130.3M
2026-02-02
SEC ↗
Q3 2025
13F-HR
37
$124.6M
2025-11-05
SEC ↗
Q2 2025
13F-HR
36
$117.3M
2025-07-25
SEC ↗
Q1 2025
13F-HR
34
$105.3M
2025-05-06
SEC ↗
Q4 2024
13F-HR
34
$108.4M
2025-02-13
SEC ↗