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Portfolio (Quarterly) Guide ↗

Cardinal Strategic Wealth Guidance

· CIK 0001801989
13F Portfolio $379M AUM 63 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 25 Added 19 Reduced 2 Exited
Page 2 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SIVR ABRDN SILVER ETF TRUST Financial Services 36,094.0 $2.6M 0.68% -1K -2.8% $71.61 -24.0%
22 MSFT MICROSOFT CORP Technology 5,862.0 $2.2M 0.57% -647.0 -9.9% $370.17 -1.3%
23 GOOG ALPHABET INC Communication Services 4,842.0 $1.4M 0.37% +92.0 +1.9% $286.86 +20.3%
24 HD HOME DEPOT INC Consumer Cyclical 3,639.0 $1.2M 0.32% $328.89 +4.2%
25 JPM JPMORGAN CHASE & CO Financial Services 3,546.0 $1.0M 0.28% -45.0 -1.2% $294.16 +13.4%
26 BERKSHIRE HATHAWAY INC DEL 2,142.0 $1.0M 0.27% -74.0 -3.3% $479.20
27 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 954.0 $951K 0.25% $996.43 -3.5%
28 NVDA NVIDIA CORPORATION Technology 5,086.0 $887K 0.23% +426.0 +9.1% $174.40 +14.1%
29 SHW SHERWIN WILLIAMS CO Basic Materials 2,495.0 $800K 0.21% -63.0 -2.5% $320.55 +3.9%
30 ABBV ABBVIE INC Healthcare 3,269.0 $711K 0.19% -78.0 -2.3% $217.49 +8.0%
31 JNJ JOHNSON & JOHNSON Healthcare 2,711.0 $663K 0.17% $244.44 -1.4%
32 XOM EXXON MOBIL CORP Energy 3,720.0 $631K 0.17% +68.0 +1.9% $169.66 -17.6%
33 HON HONEYWELL INTL INC Industrials 2,502.0 $566K 0.15% -29.0 -1.1% $226.03 +0.6%
34 IEFA ISHARES TR 5,778.0 $523K 0.14% -396.0 -6.4% $90.53 +5.3%
35 VTI VANGUARD INDEX FDS 1,557.0 $500K 0.13% $320.83 +13.3%
36 PG PROCTER & GAMBLE CO Consumer Defensive 3,305.0 $477K 0.13% +19.0 +0.6% $144.44 +5.3%
37 GOOGL ALPHABET INC Communication Services 1,601.0 $460K 0.12% -10.0 -0.6% $287.56 +20.1%
38 LLY ELI LILLY & CO Healthcare 494.0 $454K 0.12% -67.0 -11.9% $919.77 +21.5%
39 AMD ADVANCED MICRO DEVICES INC Technology 2,225.0 $453K 0.12% +23.0 +1.0% $203.43 +155.5%
40 IWF ISHARES TR 1,014.0 $432K 0.11% $426.40 -71.9%
Page 2 of 4  ·  63 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
Financial Services 47.9%
Technology 20.5%
Healthcare 6.8%
Communication Services 5.4%
Consumer Cyclical 5.3%
Consumer Defensive 5.3%
Industrials 3.7%
Basic Materials 2.4%
Energy 1.9%
Utilities 0.7%