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Portfolio (Quarterly) Guide ↗

Cannon Advisors, Inc.

· CIK 0001805370
13F Portfolio $164M AUM 93 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 35 New 20 Added 33 Reduced 25 Exited
Page 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RMD RESMED INC Healthcare 4,442.0 $857K 0.52% NEW $193.01 +24.5%
22 WELL WELLTOWER INC Real Estate 3,155.0 $745K 0.45% NEW $236.00 +0.8%
23 COF CAPITAL ONE FINL CORP Financial Services 3,581.0 $735K 0.45% NEW $205.29 +5.1%
24 SYK STRYKER CORPORATION Healthcare 2,344.0 $729K 0.44% NEW $311.07 +6.3%
25 ROST ROSS STORES INC Consumer Cyclical 3,276.0 $724K 0.44% NEW $220.93 +3.4%
26 INSM INSMED INC Healthcare 6,018.0 $663K 0.40% NEW $110.11 +7.7%
27 FIDI FIDELITY COVINGTON TRUST 18,850.0 $531K 0.32% NEW $28.16 +3.8%
28 CAIE CALAMOS ETF TR 19,197.0 $520K 0.32% NEW $27.08 +0.4%
29 AMD ADVANCED MICRO DEVICES INC Technology 733.0 $402K 0.24% NEW $548.13 -15.1%
30 VSAT VIASAT INC Technology 4,550.0 $318K 0.19% NEW $69.84 -3.5%
31 SOXQ INVESCO EXCH TRADED FD TR II 2,845.0 $284K 0.17% NEW $99.65 -9.4%
32 AVUV AMERICAN CENTY ETF TR 1,939.0 $241K 0.15% NEW $124.08 +1.2%
33 CSCO CISCO SYS INC Technology 2,016.0 $236K 0.14% NEW $117.09 -6.1%
34 PANW PALO ALTO NETWORKS INC Technology 639.0 $225K 0.14% NEW $352.89 +5.3%
35 GS GOLDMAN SACHS GROUP INC Financial Services 179.0 $204K 0.12% NEW $1140.00 -9.3%
Page 2 of 2  ·  35 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
Financial Services 32.9%
Technology 21.4%
Industrials 12.8%
Healthcare 11.7%
Consumer Cyclical 7.5%
Communication Services 7.3%
Utilities 4.2%
Real Estate 0.8%
Basic Materials 0.6%
Consumer Defensive 0.4%