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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 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CORP PIMCO ETF TR 24,996.0 $2.4M 1.46% +9K +54.6% $95.64 -0.6%
22 VRP INVESCO EXCH TRADED FD TR II 88,699.0 $2.2M 1.31% NEW $24.36 -0.9%
23 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,971.0 $2.1M 1.29% NEW $534.07 +16.5%
24 ZS ZSCALER INC Technology 13,002.0 $2.0M 1.20% NEW $152.09 +21.1%
25 ATO ATMOS ENERGY CORP Utilities 10,879.0 $1.9M 1.18% NEW $178.45 -6.6%
26 WMS ADVANCED DRAIN SYS INC DEL Industrials 12,726.0 $1.9M 1.17% NEW $151.04 -9.3%
27 ITW ILLINOIS TOOL WKS INC Industrials 7,034.0 $1.9M 1.17% NEW $272.28 +2.9%
28 PODD INSULET CORP Healthcare 11,781.0 $1.9M 1.14% NEW $159.12 -8.8%
29 NEE NEXTERA ENERGY INC Utilities 19,911.0 $1.8M 1.08% +17K +531.3% $89.54 -8.6%
30 MSFT MICROSOFT CORP Technology 4,613.0 $1.8M 1.08% -3K -41.8% $384.91 +33.4%
31 AVGO BROADCOM INC Technology 4,252.0 $1.7M 1.01% +394.0 +10.2% $389.11 -5.2%
32 BKNG BOOKING HOLDINGS INC Consumer Cyclical 9,301.0 $1.6M 0.99% +9K +10000.0% $174.85 +17.6%
33 RSP INVESCO EXCHANGE TRADED FD T 7,005.0 $1.5M 0.91% -16K -69.5% $213.45 +3.4%
34 META META PLATFORMS INC Communication Services 2,249.0 $1.5M 0.91% +576.0 +34.4% $661.05 -12.6%
35 BALT INNOVATOR ETFS TRUST 42,879.0 $1.5M 0.90% -27K -38.6% $34.41 +1.0%
36 ALG ALAMO GROUP INC Industrials 9,040.0 $1.5M 0.90% NEW $163.16 +1.3%
37 HYG ISHARES TR 17,774.0 $1.4M 0.86% NEW $79.68 +0.1%
38 AXSM AXSOME THERAPEUTICS INC. Healthcare 5,956.0 $1.4M 0.85% NEW $235.26 -15.4%
39 RKT ROCKET COS INC Financial Services 96,571.0 $1.4M 0.84% NEW $14.30 -3.7%
40 LLY ELI LILLY & CO Healthcare 950.0 $1.1M 0.67% NEW $1152.54 +1.8%
Page 2 of 5  ·  93 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%