Cannon Financial Strategists, Inc.
Top Portfolio Positions
42 positions ·
$29,588,100 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| KO |
Coca Cola Co
Consumer Defensive
|
55,185 | $4,196,819 | 14.18% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
4,755 | $2,278,596 | 7.70% | |
| SPY |
Spdr S&P 500 ETF Trust
|
3,110 | $2,022,557 | 6.84% | |
| SO |
Southern Co
Utilities
|
18,413 | $1,777,222 | 6.01% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
3,798 | $1,249,124 | 4.22% | |
| AAPL |
Apple Inc.
Technology
|
4,453 | $1,130,126 | 3.82% | |
| XOM |
Exxon Mobil Corp
Energy
|
6,620 | $1,123,149 | 3.80% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
7,509 | $1,084,599 | 3.67% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
7,590 | $943,285 | 3.19% | |
| MSFT |
Microsoft Corp
Technology
|
2,537 | $939,121 | 3.17% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BEAT
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $88,801 | 72,788 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $174,691 | 72,788 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $129,919 | 78,739 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $85,923 | 68,739 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $161,585 | 80,391 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $184,899 | 80,391 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $186,507 | 80,391 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $206,604 | 80,391 | Shares | Sole | 2024-09-10 | |
| 2024-03-31 | $175,252 | 80,391 | Shares | Sole | 2024-10-01 | |
| 2023-12-31 | $188,918 | 80,391 | Shares | Sole | 2024-10-18 | |
| 2023-09-30 | $172,840 | 80,391 | Shares | Sole | 2024-10-18 | |
| 2023-06-30 | $149,926 | 62,210 | Shares | Sole | 2024-10-02 | |
| 2023-03-31 | $141,216 | 62,210 | Shares | Sole | 2024-10-02 | |
| 2022-12-31 | $288,212 | 59,060 | Shares | Sole | 2024-10-18 | |
| 2022-09-30 | $63,811 | 16,362 | Shares | Sole | 2024-10-18 | |
| No 13F history on record for this holder in this stock. | ||||||