Cannon Advisors, Inc.
Filing Date
Global Rank
#5,604
/ 8,232
▲ 190
Top Industry
Semiconductors
12.9%
3Y Alpha vs SPY
+3.5%
Period ended 2 months ago
Filed Apr 24, 2026 · 51d
7 quarters · since Sep 2024
Clone Performance
Nov 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+33.2%
SPY
+27.3%
Annualised alpha
+3.4%
Max drawdown
−22.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
54 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
10.1%
+0.2 pts
Top 5
41.8%
−0.0 pts
Top 10
64.7%
+1.1 pts
HHI
528
Diversified+5
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 24.6% | $21,700,950 |
| Unclassified | 20.5% | $18,058,613 |
| Financial Services | 18.2% | $16,018,239 |
| Industrials | 12.6% | $11,128,394 |
| Communication Services | 11.0% | $9,722,065 |
| Consumer Cyclical | 6.0% | $5,248,925 |
| Healthcare | 3.3% | $2,881,988 |
| Energy | 2.0% | $1,768,276 |
| Consumer Defensive | 1.1% | $949,104 |
| Basic Materials | 0.5% | $404,994 |
| Utilities | 0.3% | $292,293 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FSCO | FS Credit Opportunities Corp. | +759 | 21,820 | $111,282 | |
| BAC | Bank Of America Corp /De/ | +604 | 4,826 | $235,267 | |
| AMZN | Amazon Com Inc | +464 | 15,663 | $3,262,133 | |
| AAPL | Apple Inc. | +405 | 23,392 | $5,936,655 | |
| MSFT | Microsoft Corp | +344 | 8,268 | $3,060,565 | |
| QQQ | Invesco Qqq Trust, Series 1 | +343 | 15,315 | $8,839,511 | |
| QCOM | Qualcomm Inc/De | +299 | 6,374 | $820,843 | |
| V | Visa Inc. | +294 | 2,577 | $778,872 | |
| WFC | Wells Fargo & Company/Mn | +286 | 3,017 | $240,183 | |
| TJX | Tjx Companies Inc /De/ | +202 | 1,505 | $240,348 | |
| CVX | Chevron Corp | +188 | 2,692 | $556,974 | |
| SPY | Spdr S&P 500 ETF Trust | +185 | 13,741 | $8,936,321 | |
| JPM | Jpmorgan Chase & Co | +171 | 12,491 | $3,674,352 | |
| AVGO | Broadcom Inc. | +162 | 4,020 | $1,244,230 | |
| META | Meta Platforms, Inc. | +122 | 1,795 | $1,026,973 | |
| BRK-B | Berkshire Hathaway Inc | +93 | 2,865 | $1,372,908 | |
| GOOGL | Alphabet Inc. | +80 | 24,949 | $7,174,334 | |
| TSLA | Tesla, Inc. | +77 | 2,002 | $744,243 | |
| CAT | Caterpillar Inc | +41 | 7,692 | $5,449,474 | |
| JNJ | Johnson & Johnson | +34 | 2,766 | $676,121 | |
| CMI | Cummins Inc | +33 | 8,931 | $4,805,056 | |
| AXP | American Express Co | +30 | 8,748 | $2,646,095 | |
| GD | General Dynamics Corp | +25 | 1,455 | $499,385 | |
| MA | Mastercard Inc | +23 | 4,693 | $2,344,904 | |
| MPWR | Monolithic Power Systems Inc | +15 | 732 | $800,332 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ETV | Eaton Vance Tax-Managed Buy-Write Opportunities Fund | −2,677 | 14,452 | $197,558 | |
| ADX | Adams Diversified Equity Fund, Inc. | −1,023 | 21,885 | $479,062 | |
| BX | Blackstone Inc. | −726 | 22,481 | $2,585,090 | |
| NVDA | Nvidia Corp | −259 | 34,007 | $5,930,820 | |
| CEF | Sprott Physical Gold & Silver Trust | −130 | 5,901 | $281,595 | |
| NUE | Nucor Corp | −113 | 2,395 | $404,994 | |
| TSCO | Tractor Supply Co /De/ | −99 | 8,776 | $397,552 | |
| CI | Cigna Group | −95 | 5,038 | $1,343,886 | |
| PHYS | Sprott Physical Gold Trust | −60 | 7,817 | $277,034 | |
| APP | AppLovin Corp | −38 | 3,821 | $1,520,758 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −14 | 764 | $258,193 | |
| NET | Cloudflare, Inc. | −10 | 14,722 | $3,037,737 | |
| NEE | Nextera Energy Inc | −7 | 3,147 | $292,293 | |
| NVS | Novartis AG | −1 | 2,129 | $325,204 | |
| WMT | Walmart Inc. | −1 | 3,163 | $393,097 | |
| No positions match the current search. | |||||
54 positions ·
$88,173,841 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 54 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 13,741 | $8,936,321 | 10.13% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 15,315 | $8,839,511 | 10.03% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 24,949 | $7,174,334 | 8.14% | |
| AAPL |
Apple Inc.
Technology
|
Added | 23,392 | $5,936,655 | 6.73% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 34,007 | $5,930,820 | 6.73% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 7,692 | $5,449,474 | 6.18% | |
| CMI |
Cummins Inc
Industrials
|
Added | 8,931 | $4,805,056 | 5.45% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 12,491 | $3,674,352 | 4.17% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 15,663 | $3,262,133 | 3.70% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 8,268 | $3,060,565 | 3.47% | |
| NET |
Cloudflare, Inc.
Technology
|
Reduced | 14,722 | $3,037,737 | 3.45% | |
| AXP |
American Express Co
Financial Services
|
Added | 8,748 | $2,646,095 | 3.00% | |
| BX |
Blackstone Inc.
Financial Services
|
Reduced | 22,481 | $2,585,090 | 2.93% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 4,693 | $2,344,904 | 2.66% | |
| APP |
AppLovin Corp
Communication Services
|
Reduced | 3,821 | $1,520,758 | 1.72% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 2,865 | $1,372,908 | 1.56% | |
| CI |
Cigna Group
Healthcare
|
Reduced | 5,038 | $1,343,886 | 1.52% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 4,020 | $1,244,230 | 1.41% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,795 | $1,026,973 | 1.16% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 6,374 | $820,843 | 0.93% | |
| MPWR |
Monolithic Power Systems Inc
Technology
|
Added | 732 | $800,332 | 0.91% | |
| STT |
State Street Corp
Financial Services
|
Held | 6,274 | $794,037 | 0.90% | |
| V |
Visa Inc.
Financial Services
|
Added | 2,577 | $778,872 | 0.88% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 2,002 | $744,243 | 0.84% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 2,766 | $676,121 | 0.77% | |
| CVX |
Chevron Corp
Energy
|
Added | 2,692 | $556,974 | 0.63% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 558 | $556,007 | 0.63% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Held | 13,655 | $516,705 | 0.59% | |
| GD |
General Dynamics Corp
Industrials
|
Added | 1,455 | $499,385 | 0.57% | |
| ADX |
Adams Diversified Equity Fund, Inc.
Financial Services
|
Reduced | 21,885 | $479,062 | 0.54% | |
| NUE |
Nucor Corp
Basic Materials
|
Reduced | 2,395 | $404,994 | 0.46% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Added | 96 | $404,190 | 0.46% | |
| TER |
Teradyne, Inc
Technology
|
Added | 1,360 | $403,185 | 0.46% | |
| TSCO |
Tractor Supply Co /De/
Consumer Cyclical
|
Reduced | 8,776 | $397,552 | 0.45% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 3,163 | $393,097 | 0.45% | |
| URI |
United Rentals, Inc.
Industrials
|
Added | 514 | $374,479 | 0.42% | |
| ENB |
Enbridge Inc
Energy
|
Held | 6,477 | $350,664 | 0.40% | |
| OKE |
Oneok Inc /New/
Energy
|
Held | 3,805 | $343,933 | 0.39% | |
| NVS |
Novartis AG
Healthcare
|
Reduced | 2,129 | $325,204 | 0.37% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 3,147 | $292,293 | 0.33% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 1,343 | $292,089 | 0.33% | |
| SLV |
iShares Silver Trust
|
Held | 4,150 | $282,781 | 0.32% | |
| CEF |
Sprott Physical Gold & Silver Trust
Financial Services
|
Reduced | 5,901 | $281,595 | 0.32% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
Reduced | 7,817 | $277,034 | 0.31% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 764 | $258,193 | 0.29% | |
| A |
Agilent Technologies, Inc.
Healthcare
|
Added | 2,121 | $241,751 | 0.27% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 1,505 | $240,348 | 0.27% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 3,017 | $240,183 | 0.27% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 4,826 | $235,267 | 0.27% | |
| VSAT |
Viasat Inc
Technology
|
NEW | 4,550 | $208,390 | 0.24% |