Cannon Wealth Management Services, LLC

CIK

2043725

Location

WINSTON SALEM, NC

Portfolio Value

Micro $2,737,929

Diversification

Diversified

Filing Date

Global Rank

#7,482 / 8,578 ▲ 75

Top Industry

Consumer Electronics 13.6%

3Y Alpha vs SPY

-3.9%

Period ended 3 months ago

Filed May 5, 2026 · 42d

7 quarters · since Sep 2024

Clone Performance

Nov 2024–Jun 2026 · vs SPY

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

Cloned portfolio

+22.9%

SPY

+29.7%

Annualised alpha

-3.9%

Max drawdown

−18.3%

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

42 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.1%

−0.9 pts

Top 5

40.7%

−3.7 pts

Top 10

59.3%

−4.1 pts

HHI

503

Diversified−59

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.5%	$7,493,078	5
Consumer Cyclical	13.8%	$3,766,417	4
Utilities	12.1%	$3,303,036	3
Industrials	10.0%	$2,737,929	8
Communication Services	8.2%	$2,225,736	4
Consumer Defensive	7.4%	$2,014,866	6
Financial Services	6.5%	$1,772,646	6
Energy	6.2%	$1,699,395	3
Healthcare	4.8%	$1,309,399	2
Unclassified	3.5%	$941,957	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
FDX	Fedex Corp	+471	1,301	$463,390
AMZN	Amazon Com Inc	+341	8,144	$1,696,150
DUK	Duke Energy CORP	+284	19,877	$2,602,694
GOOGL	Alphabet Inc.	+220	3,670	$1,055,345
NVDA	Nvidia Corp	+152	8,585	$1,497,224
CSCO	Cisco Systems, Inc.	+144	3,372	$261,633
AAPL	Apple Inc.	+118	14,121	$3,583,768
BRK-B	Berkshire Hathaway Inc	+103	808	$387,193
MSFT	Microsoft Corp	+40	4,653	$1,722,401
JPM	Jpmorgan Chase & Co	+25	1,175	$345,638
PEP	Pepsico Inc	+23	1,498	$232,624
PGR	Progressive Corp/Oh/	+18	1,282	$254,143
META	Meta Platforms, Inc.	+17	804	$459,992
MCD	Mcdonalds Corp	+12	1,039	$322,910
LOW	Lowes Companies Inc	+12	1,651	$390,098
PM	Philip Morris International Inc.	+11	1,928	$318,775
QQQ	Invesco Qqq Trust, Series 1	+7	1,632	$941,957
ODFL	Old Dominion Freight Line, Inc.	+5	1,282	$250,502
NRG	Nrg Energy, Inc.	+2	2,515	$367,542
URI	United Rentals, Inc.	+1	362	$263,738
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	−4,808	14,827	$429,834
TSLA	Tesla, Inc.	−511	3,651	$1,357,259
KO	Coca Cola Co	−376	7,889	$599,958
ENB	Enbridge Inc	−359	14,452	$782,431
WMT	Walmart Inc.	−149	2,583	$321,015
XOM	Exxon Mobil Corp	−121	4,145	$703,240
V	Visa Inc.	−70	1,478	$446,710
AVGO	Broadcom Inc.	−41	1,383	$428,052
CAT	Caterpillar Inc	−38	765	$541,971
NSC	Norfolk Southern Corp	−27	1,357	$389,459
PG	PROCTER & GAMBLE Co	−19	2,266	$327,301
JNJ	Johnson & Johnson	−18	3,785	$925,205
NFLX	Netflix Inc	−12	2,918	$280,565
GE	General Electric Co	−8	1,187	$336,834
WM	Waste Management Inc	−7	1,108	$254,607
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
SNDA	Sonida Senior Living, Inc.	11,913	$384,194
WFC	Wells Fargo & Company/Mn	3,726	$296,626
GEV	GE Vernova Inc.	272	$237,428
MO	Altria Group, Inc.	3,261	$215,193
VLO	Valero Energy Corp/Tx	865	$213,724
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
ABBV	AbbVie Inc.	919	$209,982
TFC	Truist Financial Corp	4,170	$205,205
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

8 positions · $2,737,929 total · Industrials only · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GEV	GE Vernova Inc. Industrials	NEW	272	NEW	$237,428	NEW	8.67%
ODFL	Old Dominion Freight Line, Inc. Industrials	Added	1,282	+5	$250,502	+25.1%	9.15%
WM	Waste Management Inc Industrials	Reduced	1,108	-7	$254,607	+3.9%	9.30%
URI	United Rentals, Inc. Industrials	Added	362	+1	$263,738	−9.7%	9.63%
GE	General Electric Co Industrials	Reduced	1,187	-8	$336,834	−8.5%	12.30%
NSC	Norfolk Southern Corp Industrials	Reduced	1,357	-27	$389,459	−2.5%	14.22%
FDX	Fedex Corp Industrials	Added	1,301	+471	$463,390	+93.3%	16.92%
CAT	Caterpillar Inc Industrials	Reduced	765	-38	$541,971	+17.8%	19.79%