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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 3 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IAGG ISHARES TR 7,991.0 $400K 0.10% +142.0 +1.8% $50.04 +1.1%
42 CL COLGATE PALMOLIVE CO Consumer Defensive 4,503.0 $384K 0.10% -75.0 -1.6% $85.23 +7.8%
43 TSLA TESLA INC Consumer Cyclical 1,020.0 $379K 0.10% +45.0 +4.6% $371.75 +1.0%
44 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,855.0 $377K 0.10% $203.18 +8.2%
45 CSCO CISCO SYS INC Technology 4,666.0 $362K 0.10% +57.0 +1.2% $77.59 +54.3%
46 PLTR PALANTIR TECHNOLOGIES INC Technology 2,380.0 $348K 0.09% +30.0 +1.3% $146.28 -22.4%
47 UNP UNION PAC CORP Industrials 1,305.0 $317K 0.08% +19.0 +1.5% $242.62 +7.1%
48 ABT ABBOTT LABORATORIES Healthcare 2,842.0 $292K 0.08% +58.0 +2.1% $102.67 -11.9%
49 NEE NEXTERA ENERGY INC Utilities 2,598.0 $241K 0.06% -660.0 -20.3% $92.88 -5.7%
50 CHDN CHURCHILL DOWNS INC Consumer Cyclical 2,558.0 $230K 0.06% -83.0 -3.1% $89.83 -5.8%
51 MRK MERCK & CO INC Healthcare 1,703.0 $205K 0.05% NEW $120.29 +0.3%
52 MA MASTERCARD INCORPORATED Financial Services 408.0 $204K 0.05% +20.0 +5.2% $499.66 -1.1%
53 IVW ISHARES TR 1,326.0 $150K 0.04% $113.11 +17.9%
54 VBK VANGUARD INDEX FDS 119.0 $36K 0.01% $302.25 +17.3%
55 VUG VANGUARD INDEX FDS 80.0 $35K 0.01% $436.80 -80.8%
56 VTV VANGUARD INDEX FDS 173.0 $34K 0.01% $196.20 +10.9%
57 IEI ISHARES TR 214.0 $25K 0.01% NEW $118.60 -1.0%
58 IEF ISHARES TR 107.0 $10K 0.00% NEW $95.45 -0.8%
59 IWM ISHARES TR 40.0 $10K 0.00% $248.00 +19.7%
60 IYW ISHARES TR 31.0 $6K 0.00% NEW $181.45 +33.5%
Page 3 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%