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Portfolio (Quarterly) Guide ↗

Cannon Capital Management, Inc.

· CIK 0002100130
13F Portfolio $118M AUM 28 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 28 New
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FISV FISERV INC Technology 18,487.0 $907K 0.77% NEW $49.05 +6.9%
22 XLF SELECT SECTOR SPDR TR 14,745.0 $790K 0.67% NEW $53.61 +8.0%
23 JBI JANUS INTERNATIONAL GROUP IN Industrials 141,949.0 $788K 0.67% NEW $5.55 -10.0%
24 IWM ISHARES TR 1,921.0 $577K 0.49% NEW $300.44 -0.3%
25 DIS DISNEY WALT CO Communication Services 5,966.0 $574K 0.49% NEW $96.25 +11.6%
26 GOOGL ALPHABET INC Communication Services 984.0 $352K 0.30% NEW $357.37 -4.7%
27 NFLX NETFLIX INC. Communication Services 4,133.0 $295K 0.25% NEW $71.40 +11.9%
28 IJH ISHARES TR 3,218.0 $248K 0.21% NEW $77.11 -0.6%
Page 2 of 2  ·  28 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
Technology 54.5%
Financial Services 29.0%
Consumer Cyclical 8.8%
Communication Services 4.7%
Industrials 3.0%