Portfolio (Quarterly) Guide ↗

Cannon Financial Strategists, Inc.

· CIK 0002031123

13F Portfolio $761M AUM 109 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 11 New 53 Added 13 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	BLK	BLACKROCK INC	Financial Services	210	$225K	0.03%	SOLD
2	TRMK	TRUSTMARK CORP	Financial Services	5,139	$200K	0.03%	SOLD

Sector Allocation

Consumer Defensive 25.9%

Financial Services 16.3%

Healthcare 15.3%

Technology 10.6%

Utilities 10.4%

Energy 7.6%

Consumer Cyclical 5.8%

Industrials 4.0%

Communication Services 2.5%

Basic Materials 1.6%