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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	T	AT&T INC	Communication Services	8,635	$250K	0.03%	SOLD
2	UBSI	UNITED BANKSHARES INC WEST V	Financial Services	5,000	$207K	0.03%	SOLD
3	NEE	NEXTERA ENERGY INC	Utilities	2,185	$203K	0.03%	SOLD
4	KGC	KINROSS GOLD CORP	Basic Materials	6,591	$201K	0.03%	SOLD

Sector Allocation

Consumer Defensive 21.3%

Technology 18.7%

Healthcare 16.6%

Financial Services 13.4%

Industrials 11.2%

Energy 6.5%

Utilities 6.4%

Consumer Cyclical 4.5%

Communication Services 0.8%

Basic Materials 0.6%