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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 1 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 14,791.0 $10.6M 6.48% -181.0 -1.2% $719.67 -0.4%
2 SPY STATE STR SPDR S&P 500 ETF T Financial Services 11,843.0 $8.9M 5.42% -2K -12.6% $751.82 +2.3%
3 GOOGL ALPHABET INC Communication Services 13,924.0 $5.0M 3.05% -11K -44.0% $359.51 -3.6%
4 NVDA NVIDIA CORPORATION Technology 23,285.0 $4.9M 3.00% -11K -32.0% $211.80 +2.7%
5 AAPL APPLE INC Technology 12,392.0 $3.9M 2.37% -11K -46.1% $314.85 +1.5%
6 AMZN AMAZON COM INC Consumer Cyclical 13,610.0 $3.4M 2.05% -2K -10.4% $247.49 +7.7%
7 SMH VANECK ETF TRUST 5,471.0 $3.3M 2.00% -5K -46.6% $600.33 -7.9%
8 CAT CATERPILLAR INC Industrials 3,480.0 $3.2M 1.98% -4K -54.5% $933.34 -14.3%
9 CMI CUMMINS INC Industrials 4,151.0 $2.8M 1.71% -5K -53.4% $675.54 -16.4%
10 JPM JPMORGAN CHASE & CO Financial Services 6,989.0 $2.4M 1.46% -5K -43.3% $342.89 +4.3%
11 MSFT MICROSOFT CORP Technology 4,613.0 $1.8M 1.08% -3K -41.8% $384.91 +33.4%
12 RSP INVESCO EXCHANGE TRADED FD T 7,005.0 $1.5M 0.91% -16K -69.5% $213.45 +3.4%
13 BALT INNOVATOR ETFS TRUST 42,879.0 $1.5M 0.90% -27K -38.6% $34.41 +1.0%
14 BX BLACKSTONE INC Financial Services 6,738.0 $839K 0.51% -16K -71.0% $124.56 +14.3%
15 MA MASTERCARD INCORPORATED Financial Services 1,252.0 $674K 0.41% -3K -73.2% $538.02 +10.6%
16 QQQE DIREXION SHARES ETF TRUST 5,409.0 $645K 0.39% -21K -79.5% $119.23 +2.6%
17 NUE NUCOR CORP Basic Materials 2,393.0 $560K 0.34% -115.0 -4.6% $234.17 +7.0%
18 STT STATE STR CORP Financial Services 2,711.0 $498K 0.30% -4K -56.8% $183.62 +5.3%
19 BERKSHIRE HATHAWAY INC DEL 944.0 $464K 0.28% -2K -66.0% $491.09
20 CSHI NEOS ETF TRUST 9,187.0 $458K 0.28% -8K -47.6% $49.88 -0.3%
Page 1 of 2  ·  33 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%