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Portfolio (Quarterly) Guide ↗

Cannon Financial Strategists, Inc.

· CIK 0002031123
13F Portfolio $879M AUM 133 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 28 New 41 Added 20 Reduced 4 Exited
Page 3 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DFLV DIMENSIONAL ETF TRUST 46,722.0 $1.8M 0.21% $39.54 +6.3%
42 SO SOUTHERN CO Utilities 17,067.0 $1.6M 0.19% -1K -7.3% $95.71 -3.3%
43 VEA VANGUARD TAX-MANAGED FDS 22,528.0 $1.6M 0.18% +2K +8.8% $71.25 +2.2%
44 ISHARES TR 63,514.0 $1.5M 0.17% +361.0 +0.6% $22.89
45 ISHARES TR 64,967.0 $1.5M 0.17% +384.0 +0.6% $22.37
46 IBDS ISHARES TR 58,868.0 $1.4M 0.16% +385.0 +0.7% $24.22 -0.2%
47 AAPL APPLE INC Technology 4,898.0 $1.4M 0.16% +445.0 +10.0% $289.37 +7.1%
48 HD HOME DEPOT INC Consumer Cyclical 3,793.0 $1.3M 0.15% $352.68 -3.4%
49 SPDW SPDR INDEX SHS FDS 24,362.0 $1.2M 0.14% $50.39 +2.4%
50 VTV VANGUARD INDEX FDS 5,631.0 $1.2M 0.14% +38.0 +0.7% $217.94 +4.2%
51 SCHJ SCHWAB STRATEGIC TR 47,552.0 $1.2M 0.13% -7K -13.5% $24.66 -0.6%
52 VWO VANGUARD INTL EQUITY INDEX F 18,689.0 $1.1M 0.13% $59.69 +0.2%
53 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 10,000.0 $1.1M 0.13% $111.03 +4.8%
54 PG PROCTER & GAMBLE CO Consumer Defensive 7,509.0 $1.1M 0.12% $146.64 -2.1%
55 IJT ISHARES TR 5,629.0 $1.0M 0.11% NEW $178.60 -1.2%
56 IBDR ISHARES TR 40,778.0 $988K 0.11% +242.0 +0.6% $24.23 -0.1%
57 XOM EXXON MOBIL CORP Energy 6,591.0 $901K 0.10% $136.72 +20.2%
58 RTX RTX CORPORATION Industrials 4,566.0 $866K 0.10% NEW $189.73 +17.6%
59 WMT WALMART INC Consumer Defensive 7,564.0 $857K 0.10% $113.26 +1.7%
60 JNJ JOHNSON & JOHNSON Healthcare 3,252.0 $826K 0.09% +500.0 +18.2% $253.97 +6.2%
Page 3 of 7  ·  133 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
Consumer Defensive 21.0%
Technology 18.5%
Healthcare 16.4%
Financial Services 13.2%
Industrials 11.0%
Energy 6.4%
Utilities 6.3%
Consumer Cyclical 4.5%
Communication Services 2.2%
Basic Materials 0.6%