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Portfolio (Quarterly) Guide ↗

CAHABA WEALTH MANAGEMENT, INC.

· CIK 0001716399
13F Portfolio $1.7B AUM 158 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 67 Added 34 Reduced 8 Exited
Page 8 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,971.0 $271K 0.02% NEW $91.19 -18.6%
142 LMT LOCKHEED MARTIN CORP Industrials 525.0 $268K 0.02% +6.0 +1.2% $509.87 +10.6%
143 MA MASTERCARD INCORPORATED Financial Services 519.0 $266K 0.02% -36.0 -6.5% $513.31 +16.9%
144 SYY SYSCO CORP Consumer Defensive 2,993.0 $250K 0.01% $83.58 +0.3%
145 AMTM AMENTUM HOLDINGS INC Industrials 12,076.0 $250K 0.01% $20.67 -3.0%
146 TREKOR METALS LTD 36,134.0 $249K 0.01% NEW $6.88
147 BLK BLACKROCK INC Financial Services 258.0 $248K 0.01% $960.24 +22.1%
148 AJG GALLAGHER ARTHUR J & CO Financial Services 1,076.0 $247K 0.01% -56.0 -5.0% $229.63 +18.4%
149 LNG CHENIERE ENERGY INC Energy 1,027.0 $245K 0.01% $238.95 +17.5%
150 PM PHILIP MORRIS INTL INC Consumer Defensive 1,338.0 $242K 0.01% +13.0 +1.0% $180.92 +5.8%
151 CINF CINCINNATI FINL CORP Financial Services 1,281.0 $237K 0.01% +7.0 +0.6% $185.13 -7.5%
152 FMUN FIDELITY MERRIMACK STR TR 4,700.0 $237K 0.01% $50.41 -1.8%
153 IJT ISHARES TR 1,316.0 $235K 0.01% NEW $178.62 -3.0%
154 VOE VANGUARD INDEX FDS 1,169.0 $231K 0.01% $197.66 +6.0%
155 AMGN AMGEN INC Healthcare 631.0 $229K 0.01% -6.0 -0.9% $362.30 +22.5%
156 FSK FS KKR CAP CORP Financial Services 18,987.0 $199K 0.01% +733.0 +4.0% $10.50 +14.8%
157 GALT GALECTIN THERAPEUTICS INC Healthcare 21,000.0 $97K 0.01% $4.64 -16.4%
158 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 12,108.0 $95K 0.01% $7.88 -4.8%
Page 8 of 8  ·  158 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Utilities 34.5%
Technology 20.9%
Financial Services 17.2%
Industrials 7.8%
Healthcare 6.4%
Consumer Cyclical 5.1%
Consumer Defensive 4.4%
Communication Services 2.3%
Energy 1.3%