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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 4 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IJJ ISHARES TR 5,302.0 $783K 0.09% NEW $147.73 +1.6%
62 AVGO BROADCOM INC Technology 2,045.0 $772K 0.09% NEW $377.75 +0.3%
63 DUK DUKE ENERGY CORP NEW Utilities 5,989.0 $758K 0.09% -884.0 -12.9% $126.58 -1.3%
64 CAT CATERPILLAR INC Industrials 645.0 $687K 0.08% NEW $1064.90 -20.6%
65 PSX PHILLIPS 66 Energy 4,024.0 $680K 0.08% NEW $169.05 +42.0%
66 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 722.0 $676K 0.08% +445.0 +160.7% $935.97 +3.4%
67 ETN EATON CORP PLC Industrials 1,534.0 $654K 0.07% NEW $426.12 +1.8%
68 ROK ROCKWELL AUTOMATION INC Industrials 1,268.0 $628K 0.07% $495.00 -11.6%
69 VIG VANGUARD SPECIALIZED FUNDS 2,554.0 $604K 0.07% $236.64 +3.4%
70 CEF SPROTT ASSET MANAGEMENT LP Financial Services 14,282.0 $575K 0.07% $40.23 +10.1%
71 VNQ VANGUARD INDEX FDS 5,737.0 $553K 0.06% -899.0 -13.6% $96.44 +2.0%
72 MRK MERCK & CO INC Healthcare 4,294.0 $552K 0.06% +106.0 +2.5% $128.50 +6.5%
73 GOOG ALPHABET INC Communication Services 1,559.0 $551K 0.06% $353.33 -3.5%
74 JPM JPMORGAN CHASE & CO Financial Services 1,612.0 $528K 0.06% $327.36 +10.0%
75 GLW CORNING INC Technology 2,028.0 $518K 0.06% NEW $255.43 -37.1%
76 MU MICRON TECHNOLOGY INC Technology 421.0 $486K 0.06% NEW $1154.59 -18.0%
77 KMI KINDER MORGAN INC DEL Energy 15,135.0 $484K 0.06% $31.97 +2.8%
78 IBM INTERNATIONAL BUSINESS MACHS Technology 1,721.0 $484K 0.06% +495.0 +40.4% $281.14 -17.9%
79 CGCP CAPITAL GRP FIXED INCM ETF T 21,307.0 $475K 0.05% +257.0 +1.2% $22.29 -1.4%
80 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 15,327.0 $462K 0.05% $30.17 +10.3%
Page 4 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%