Cardinal Strategic Wealth Guidance
CIK
1801989
Location
LOUISVILLE, KY
Portfolio Value
Micro
$7,344,427
Diversification
Moderately concentrated
Filing Date
Global Rank
#6,944
/ 8,232
▲ 211
Top Industry
Consumer Electronics
14.8%
3Y Alpha vs SPY
-4.6%
Period ended 2 months ago
Filed Apr 20, 2026 · 55d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+57.0%
SPY
+76.3%
Annualised alpha
-4.6%
Max drawdown
−15.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
29 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
37.0%
+3.6 pts
Top 5
62.9%
+0.5 pts
Top 10
76.9%
+0.5 pts
HHI
1,623
Moderately concentrated+206
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 44.7% | $15,025,820 |
| Technology | 21.9% | $7,344,427 |
| Healthcare | 6.9% | $2,324,657 |
| Financial Services | 6.8% | $2,273,398 |
| Consumer Defensive | 5.4% | $1,811,758 |
| Consumer Cyclical | 5.4% | $1,805,800 |
| Industrials | 2.6% | $882,146 |
| Basic Materials | 2.4% | $799,772 |
| Energy | 1.9% | $631,135 |
| Communication Services | 1.4% | $460,383 |
| Utilities | 0.7% | $241,302 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLDM | World Gold Trust | +962 | 134,223 | $12,441,129 | |
| NVDA | Nvidia Corp | +426 | 5,086 | $886,998 | |
| XOM | Exxon Mobil Corp | +68 | 3,720 | $631,135 | |
| ABT | Abbott Laboratories | +58 | 2,842 | $291,788 | |
| CSCO | Cisco Systems, Inc. | +57 | 4,666 | $362,034 | |
| TSLA | Tesla, Inc. | +45 | 1,020 | $379,185 | |
| PLTR | Palantir Technologies Inc. | +30 | 2,380 | $348,146 | |
| AMD | Advanced Micro Devices Inc | +23 | 2,225 | $452,631 | |
| MA | Mastercard Inc | +20 | 408 | $203,861 | |
| UNP | Union Pacific Corp | +19 | 1,305 | $316,619 | |
| PG | PROCTER & GAMBLE Co | +19 | 3,305 | $477,374 | |
| HD | Home Depot, Inc. | +3 | 3,639 | $1,196,830 | |
| ADP | Automatic Data Processing Inc | +1 | 1,855 | $376,898 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SIVR | abrdn Silver ETF Trust | −1,029 | 36,094 | $2,584,691 | |
| NEE | Nextera Energy Inc | −660 | 2,598 | $241,302 | |
| MSFT | Microsoft Corp | −647 | 5,862 | $2,169,936 | |
| AAPL | Apple Inc. | −88 | 10,827 | $2,747,784 | |
| CHDN | Churchill Downs Inc | −83 | 2,558 | $229,785 | |
| ABBV | AbbVie Inc. | −78 | 3,269 | $710,974 | |
| CL | Colgate Palmolive Co | −75 | 4,503 | $383,790 | |
| BRK-B | Berkshire Hathaway Inc | −74 | 2,142 | $1,026,446 | |
| LLY | ELI LILLY & Co | −67 | 494 | $454,366 | |
| SHW | Sherwin Williams Co | −63 | 2,495 | $799,772 | |
| JPM | Jpmorgan Chase & Co | −45 | 3,546 | $1,043,091 | |
| HON | Honeywell International Inc | −29 | 2,502 | $565,527 | |
| GOOGL | Alphabet Inc. | −10 | 1,601 | $460,383 | |
| JNJ | Johnson & Johnson | −2 | 2,711 | $662,676 | |
| COST | Costco Wholesale Corp /New | −1 | 954 | $950,594 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MRK | Merck & Co., Inc. | 1,703 | $204,853 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| WAT | Waters Corp /De/ | 623 | $236,634 | |
| No positions match the current search. | ||||
7 positions ·
$7,344,427 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 10,827 | $2,747,784 | 37.41% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 5,862 | $2,169,936 | 29.55% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 5,086 | $886,998 | 12.08% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 2,225 | $452,631 | 6.16% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 1,855 | $376,898 | 5.13% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 4,666 | $362,034 | 4.93% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 2,380 | $348,146 | 4.74% |