Cannon Advisors, Inc.

CIK

1805370

Location

CHARLOTTE, NC

Portfolio Value

Micro $87,785,818

Diversification

Diversified

Filing Date

Global Rank

#5,957 / 8,605 ▲ 67 · as of Mar 2026

Top Industry

Semiconductors 13.0%

3Y Alpha vs SPY

+3.9%

Period ended 3 months ago

Filed Apr 24, 2026 · 3mo

7 quarters · since Sep 2024

Clone Performance

Nov 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+36.1%

SPY

+28.3%

Annualised alpha

+4.3%

Max drawdown

−22.4%

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, 2025

Top Position

10.2%

+0.2 pts

Top 5

41.9%

−0.0 pts

Top 10

65.0%

+1.1 pts

HHI

532

Diversified+5

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.7%	$21,700,950	10
Unclassified	20.6%	$18,058,613	3
Financial Services	18.2%	$16,018,239	14
Industrials	12.7%	$11,128,394	4
Communication Services	11.1%	$9,722,065	3
Consumer Cyclical	5.5%	$4,860,902	6
Healthcare	3.3%	$2,881,988	6
Energy	2.0%	$1,768,276	4
Consumer Defensive	1.1%	$949,104	2
Basic Materials	0.5%	$404,994	1
Utilities	0.3%	$292,293	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
VSAT	Viasat Inc	4,550	$208,390
MCD	Mcdonalds Corp	645	$200,459
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
CRM	Salesforce, Inc.	1,015	$268,883
IQV	Iqvia Holdings Inc.	1,000	$225,410
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

54 positions · $87,785,818 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	13,741	+185	$8,936,321	−3.3%	10.18%
QQQ	Invesco Qqq Trust, Series 1	Added	15,315	+343	$8,839,511	−3.9%	10.07%
GOOGL	Alphabet Inc. Communication Services	Added	24,949	+80	$7,174,334	−7.8%	8.17%
AAPL	Apple Inc. Technology	Added	23,392	+405	$5,936,655	−5.0%	6.76%
NVDA	Nvidia Corp Technology	Reduced	34,007	-259	$5,930,820	−7.2%	6.76%
CAT	Caterpillar Inc Industrials	Added	7,692	+41	$5,449,474	+24.3%	6.21%
CMI	Cummins Inc Industrials	Added	8,931	+33	$4,805,056	+5.8%	5.47%
JPM	Jpmorgan Chase & Co Financial Services	Added	12,491	+171	$3,674,352	−7.4%	4.19%
AMZN	Amazon Com Inc Consumer Cyclical	Added	15,663	+464	$3,262,133	−7.0%	3.72%
MSFT	Microsoft Corp Technology	Added	8,268	+344	$3,060,565	−20.1%	3.49%
NET	Cloudflare, Inc. Technology	Reduced	14,722	-10	$3,037,737	+4.6%	3.46%
AXP	American Express Co Financial Services	Added	8,748	+30	$2,646,095	−18.0%	3.01%
BX	Blackstone Inc. Financial Services	Reduced	22,481	-726	$2,585,090	−27.7%	2.94%
MA	Mastercard Inc Financial Services	Added	4,693	+23	$2,344,904	−12.0%	2.67%
APP	AppLovin Corp Communication Services	Reduced	3,821	-38	$1,520,758	−41.5%	1.73%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,865	+93	$1,372,908	−1.5%	1.56%
CI	Cigna Group Healthcare	Reduced	5,038	-95	$1,343,886	−4.9%	1.53%
AVGO	Broadcom Inc. Technology	Added	4,020	+162	$1,244,230	−6.8%	1.42%
META	Meta Platforms, Inc. Communication Services	Added	1,795	+122	$1,026,973	−7.0%	1.17%
QCOM	Qualcomm Inc/De Technology	Added	6,374	+299	$820,843	−21.0%	0.94%
MPWR	Monolithic Power Systems Inc Technology	Added	732	+15	$800,332	+23.2%	0.91%
STT	State Street Corp Financial Services	Held	6,274	0	$794,037	−1.9%	0.90%
V	Visa Inc. Financial Services	Added	2,577	+294	$778,872	−2.7%	0.89%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,002	+77	$744,243	−14.0%	0.85%
JNJ	Johnson & Johnson Healthcare	Added	2,766	+34	$676,121	+19.6%	0.77%
CVX	Chevron Corp Energy	Added	2,692	+188	$556,974	+45.9%	0.63%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	558	+4	$556,007	+16.4%	0.63%
EPD	Enterprise Products Partners L.P. Energy	Held	13,655	0	$516,705	+18.0%	0.59%
GD	General Dynamics Corp Industrials	Added	1,455	+25	$499,385	+3.7%	0.57%
ADX	Adams Diversified Equity Fund, Inc. Financial Services	Reduced	21,885	-1,023	$479,062	−10.3%	0.55%
NUE	Nucor Corp Basic Materials	Reduced	2,395	-113	$404,994	−1.0%	0.46%
TER	Teradyne, Inc Technology	Added	1,360	+10	$403,185	+54.3%	0.46%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	Reduced	8,776	-99	$397,552	−10.4%	0.45%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,163	-1	$393,097	+11.5%	0.45%
URI	United Rentals, Inc. Industrials	Added	514	+6	$374,479	−8.9%	0.43%
ENB	Enbridge Inc Energy	Held	6,477	0	$350,664	+13.2%	0.40%
OKE	Oneok Inc /New/ Energy	Held	3,805	0	$343,933	+23.0%	0.39%
NVS	Novartis AG Healthcare	Reduced	2,129	-1	$325,204	+10.7%	0.37%
NEE	Nextera Energy Inc Utilities	Reduced	3,147	-7	$292,293	+15.4%	0.33%
ABBV	AbbVie Inc. Healthcare	Held	1,343	0	$292,089	−4.8%	0.33%
SLV	iShares Silver Trust	Held	4,150	0	$282,781	+5.8%	0.32%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Reduced	5,901	-130	$281,595	+1.9%	0.32%
PHYS	Sprott Physical Gold Trust Financial Services	Reduced	7,817	-60	$277,034	+6.5%	0.32%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	764	-14	$258,193	+9.2%	0.29%
A	Agilent Technologies, Inc. Healthcare	Added	2,121	+12	$241,751	−15.8%	0.28%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	1,505	+202	$240,348	+20.1%	0.27%
WFC	Wells Fargo & Company/Mn Financial Services	Added	3,017	+286	$240,183	−5.6%	0.27%
BAC	Bank Of America Corp /De/ Financial Services	Added	4,826	+604	$235,267	+1.3%	0.27%
VSAT	Viasat Inc Technology	NEW	4,550	NEW	$208,390	NEW	0.24%
MCD	Mcdonalds Corp Consumer Cyclical	NEW	645	NEW	$200,459	NEW	0.23%