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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
Page 4 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 15,327.0 $543K 0.07% +910.0 +6.3% $35.44 -12.7%
62 KMI KINDER MORGAN INC DEL Energy 15,190.0 $509K 0.07% +4K +31.4% $33.53 -3.0%
63 MRK MERCK & CO INC Healthcare 4,188.0 $504K 0.07% +73.0 +1.8% $120.29 -0.6%
64 GLD SPDR GOLD TR Financial Services 1,157.0 $498K 0.07% $430.29 -12.3%
65 CVX CHEVRON CORPORATION Energy 2,305.0 $477K 0.06% +982.0 +74.2% $206.87 -14.9%
66 JPM JPMORGAN CHASE & CO Financial Services 1,611.0 $474K 0.06% +52.0 +3.3% $294.16 +13.6%
67 CGCP CAPITAL GRP FIXED INCM ETF T 21,050.0 $470K 0.06% NEW $22.34 -0.1%
68 ROK ROCKWELL AUTOMATION INC Industrials 1,268.0 $455K 0.06% $358.82 +27.2%
69 ABT ABBOTT LABORATORIES Healthcare 4,363.0 $448K 0.06% $102.67 -11.8%
70 GOOG ALPHABET INC Communication Services 1,559.0 $447K 0.06% -30.0 -1.9% $286.86 +20.6%
71 SCHZ SCHWAB STRATEGIC TR 19,141.0 $444K 0.06% +9K +88.9% $23.22 -0.6%
72 AMGN AMGEN INC Healthcare 1,226.0 $431K 0.06% -796.0 -39.4% $351.83 -1.4%
73 AER AERCAP HOLDINGS NV Industrials 3,000.0 $412K 0.05% $137.18 +6.7%
74 SUB ISHARES TR 3,738.0 $398K 0.05% $106.50 -0.1%
75 DFIS DIMENSIONAL ETF TRUST 11,414.0 $384K 0.05% $33.67 +4.2%
76 HSY HERSHEY CO Consumer Defensive 1,766.0 $367K 0.05% $207.89 -13.8%
77 EFIV SPDR SERIES TRUST 5,755.0 $363K 0.05% NEW $63.07 +13.4%
78 SCHG SCHWAB STRATEGIC TR 12,176.0 $355K 0.05% +3K +34.0% $29.13 +13.3%
79 IUSG ISHARES TR 2,220.0 $344K 0.04% $155.10 +17.9%
80 RSP INVESCO EXCHANGE TRADED FD T 1,720.0 $330K 0.04% +206.0 +13.6% $191.97 +8.8%
Page 4 of 6  ·  109 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 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%