Cannon Advisors, Inc.
Filing Date
Global Rank
#5,604
/ 8,232
▲ 190
Top Industry
Semiconductors
12.9%
3Y Alpha vs SPY
+3.4%
Period ended 3 months ago
Filed Apr 24, 2026 · 52d
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. | |||||
1 positions ·
$292,293 total
· Utilities only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 3,147 | $292,293 | 100.00% |