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Portfolio (Quarterly) Guide ↗

Cardinal Strategic Wealth Guidance

· CIK 0001801989
13F Portfolio $383M AUM Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 59 New
Page 3 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XOM EXXON MOBIL CORP Energy 3,652.0 $439K 0.12% NEW $120.34 +13.8%
42 TSLA TESLA INC Consumer Cyclical 975.0 $438K 0.12% NEW $449.72 -16.5%
43 PLTR PALANTIR TECHNOLOGIES INC Technology 2,350.0 $418K 0.11% NEW $177.75 -36.1%
44 IAGG ISHARES TR 7,849.0 $393K 0.10% NEW $50.01 +1.1%
45 CL COLGATE PALMOLIVE CO Consumer Defensive 4,578.0 $362K 0.10% NEW $79.02 +16.3%
46 CSCO CISCO SYS INC Technology 4,609.0 $355K 0.09% NEW $77.03 +55.4%
47 ABT ABBOTT LABS Healthcare 2,784.0 $349K 0.09% NEW $125.29 -27.8%
48 CHDN CHURCHILL DOWNS INC Consumer Cyclical 2,641.0 $300K 0.08% NEW $113.78 -25.6%
49 UNP UNION PAC CORP Industrials 1,286.0 $297K 0.08% NEW $231.32 +12.4%
50 NEE NEXTERA ENERGY INC Utilities 3,258.0 $262K 0.07% NEW $80.28 +9.1%
51 WAT WATERS CORP Healthcare 623.0 $237K 0.06% NEW $379.83 -2.8%
52 MA MASTERCARD INCORPORATED Financial Services 388.0 $222K 0.06% NEW $570.88 -13.4%
53 IVW ISHARES TR 1,326.0 $163K 0.04% NEW $123.26 +8.2%
54 VUG VANGUARD INDEX FDS 80.0 $39K 0.01% NEW $487.86 -82.8%
55 VBK VANGUARD INDEX FDS 119.0 $36K 0.01% NEW $302.12 +17.3%
56 VTV VANGUARD INDEX FDS 173.0 $33K 0.01% NEW $190.99 +13.9%
57 VOT VANGUARD INDEX FDS 44.0 $12K 0.00% NEW $279.16 +8.0%
58 IWM ISHARES TR 40.0 $10K 0.00% NEW $246.18 +20.5%
59 ITOT ISHARES TR 63.0 $9K 0.00% NEW $148.70 +8.3%
Page 3 of 3  ·  59 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 44.3%
Technology 23.9%
Healthcare 7.3%
Communication Services 5.8%
Consumer Cyclical 5.8%
Consumer Defensive 4.8%
Industrials 3.7%
Basic Materials 2.4%
Energy 1.3%
Utilities 0.8%