Cannon Advisors, Inc. — 13F Holdings & Portfolio

CIK 1805370 · latest 13F-HR filed 2026-04-24

Cannon Advisors, Inc. manages $134.9M in 13F-reported U.S. long-equity assets across 87 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SPY (6.63%), QQQ (6.55%), GOOGL (5.32%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 7 new positions, exited 3, added to 18, and trimmed 32.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$134.9M

Long-equity book

Holdings

87

Distinct positions

Period

2026-03-31

Filed 2026-04-24

Q/Q Activity

+7 / −3 / ↑18 / ↓32

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CATERPILLAR INC$562.4K +11.5%
  • CLOUDFLARE INC$262.4K +9.5%
  • VANGUARD SPECIALIZED FUNDS$236.9K +81.2%
  • CHEVRON CORPORATION$138.2K +33.0%
  • NEOS ETF TRUST$133.4K +15.4%
Show all 18

Top Trims

  • VANECK ETF TRUST-$1.8M -45.9%
  • ALPHABET INC-$1.2M -14.1%
  • BLACKSTONE INC-$1.1M -29.8%
  • APPLOVIN CORP-$863.2K -36.2%
  • SPDR SERIES TRUST-$602.0K -8.6%
Show all 32

New Positions

  • SELECT SECTOR SPDR TR$1.9M
  • FIRST TR EXCHANGE-TRADED FD$1.4M
  • ISHARES TR$334.7K
  • SCHWAB STRATEGIC TR$264.6K
  • CALAMOS ETF TR$255.6K
Show all 7

Exited Positions

  • INVESCO EXCHANGE TRADED FD T$1.6M
  • SALESFORCE INC$243.2K
  • IQVIA HLDGS INC$241.3K
Show all 3
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $8.9M 6.63% 13,741 SH
2 INVESCO QQQ TR QQQ 46090E103 $8.8M 6.55% 15,315 SH
3 ALPHABET INC GOOGL 02079K305 $7.2M 5.32% 24,949 SH
4 SPDR SERIES TRUST FLRN 78468R200 $6.4M 4.77% 208,817 SH
5 APPLE INC AAPL 037833100 $5.9M 4.40% 23,392 SH
6 NVIDIA CORPORATION NVDA 67066G104 $5.9M 4.40% 34,007 SH
7 CATERPILLAR INC CAT 149123101 $5.4M 4.04% 7,692 SH
8 CUMMINS INC CMI 231021106 $4.8M 3.56% 8,931 SH
9 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $4.5M 3.33% 23,387 SH
10 JPMORGAN CHASE & CO JPM 46625H100 $3.7M 2.72% 12,491 SH
11 AMAZON COM INC AMZN 023135106 $3.3M 2.42% 15,663 SH
12 GOLDMAN SACHS ETF TR GPIX 38149W622 $3.2M 2.35% 63,216 SH
13 ISHARES TR IWM 464287655 $3.1M 2.28% 12,394 SH
14 GOLDMAN SACHS ETF TR GPIQ 38149W630 $3.1M 2.27% 61,857 SH
15 MICROSOFT CORP MSFT 594918104 $3.1M 2.27% 8,268 SH
16 CLOUDFLARE INC NET 18915M107 $3.0M 2.25% 14,722 SH
17 DIREXION SHARES ETF TRUST QQQE 25459Y207 $2.7M 1.99% 27,197 SH
18 AMERICAN EXPRESS CO AXP 025816109 $2.6M 1.96% 8,748 SH
19 BLACKSTONE INC BX 09260D107 $2.6M 1.92% 22,481 SH
20 MASTERCARD INCORPORATED MA 57636Q104 $2.3M 1.74% 4,693 SH
21 INNOVATOR ETFS TRUST BALT 45783Y855 $2.3M 1.71% 68,856 SH
22 VANECK ETF TRUST SMH 92189F676 $2.2M 1.60% 5,611 SH
23 VANGUARD CHARLOTTE FDS BNDX 92203J407 $1.9M 1.40% 39,363 SH
24 VANGUARD INTL EQUITY INDEX F VEU 922042775 $1.9M 1.39% 25,007 SH
25 SELECT SECTOR SPDR TR XLP 81369Y308 $1.9M 1.38% 22,641 SH
26 PIMCO ETF TR CORP 72201R817 $1.5M 1.15% 15,973 SH
27 APPLOVIN CORP APP 03831W108 $1.5M 1.13% 3,821 SH
28 ISHARES TR MUB 464288414 $1.5M 1.09% 13,899 SH
29 FIRST TR EXCHANGE-TRADED FD FTSM 33739Q408 $1.4M 1.06% 23,929 SH
30 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.4M 1.02% 2,865 SH
31 THE CIGNA GROUP CI 125523100 $1.3M 1.00% 5,038 SH
32 BROADCOM INC AVGO 11135F101 $1.2M 0.92% 4,020 SH
33 ISHARES TR IEI 464288661 $1.1M 0.85% 9,623 SH
34 META PLATFORMS INC META 30303M102 $1.0M 0.76% 1,795 SH
35 NEOS ETF TRUST CSHI 78433H501 $1.0M 0.74% 20,139 SH
36 GOLDMAN SACHS ETF TR GBIL 381430529 $861.8K 0.64% 8,602 SH
37 QUALCOMM INC QCOM 747525103 $820.9K 0.61% 6,374 SH
38 MONOLITHIC PWR SYS INC MPWR 609839105 $800.3K 0.59% 732 SH
39 STATE STR CORP STT 857477103 $794.0K 0.59% 6,274 SH
40 VISA INC V 92826C839 $778.9K 0.58% 2,577 SH
41 TESLA INC TSLA 88160R101 $744.2K 0.55% 2,002 SH
42 ISHARES TR IYW 464287721 $722.1K 0.54% 3,980 SH
43 JOHNSON & JOHNSON JNJ 478160104 $676.1K 0.50% 2,766 SH
44 INNOVATOR ETFS TRUST LOCT 45783Y434 $575.7K 0.43% 24,434 SH
45 CHEVRON CORPORATION CVX 166764100 $557.0K 0.41% 2,692 SH
46 COSTCO WHOLESALE CORPORATION COST 22160K105 $556.0K 0.41% 558 SH
47 INNOVATOR ETFS TRUST PSEP 45782C656 $550.9K 0.41% 12,793 SH
48 VANGUARD SPECIALIZED FUNDS VIG 921908844 $528.5K 0.39% 2,458 SH
49 ENTERPRISE PRODS PARTNERS L EPD 293792107 $516.7K 0.38% 13,655 SH
50 EA SERIES TRUST BUXX 02072L441 $506.8K 0.38% 25,035 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-24 $134.9M 87 0001805370-26-000002
2025-12-31 2026-01-15 $141.8M 83 0001805370-26-000001