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Portfolio (Quarterly) Guide ↗

Cannon Advisors, Inc.

· CIK 0001805370
13F Portfolio $142M AUM 83 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 4 New 8 Added 60 Reduced 4 Exited
Page 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 22,908.0 $529K 0.37% -2K -9.6% $23.10 +7.6%
42 COST COSTCO WHSL CORP NEW Consumer Defensive 554.0 $527K 0.37% -60.0 -9.8% $950.98 +10.5%
43 GD GENERAL DYNAMICS CORP Industrials 1,430.0 $523K 0.37% -104.0 -6.8% $366.00 -7.5%
44 IVV ISHARES TR 722.0 $501K 0.35% -2K -71.6% $693.69 +7.6%
45 URI UNITED RENTALS INC Industrials 508.0 $466K 0.33% -48.0 -8.6% $917.34 +2.1%
46 BKNG BOOKING HOLDINGS INC Consumer Cyclical 88.0 $456K 0.32% -7.0 -7.4% $5187.02 -96.9%
47 TSCO TRACTOR SUPPLY CO Consumer Cyclical 8,875.0 $454K 0.32% -1K -10.5% $51.16 -38.1%
48 EPD ENTERPRISE PRODS PARTNERS L Energy 13,655.0 $444K 0.31% -5K -25.8% $32.49 +21.5%
49 NUE NUCOR CORP Basic Materials 2,508.0 $432K 0.30% -44.0 -1.7% $172.29 +31.4%
50 CVX CHEVRON CORP NEW Energy 2,504.0 $419K 0.29% -238.0 -8.7% $167.24 +14.2%
51 WMT WALMART INC Consumer Defensive 3,164.0 $380K 0.27% -298.0 -8.6% $120.03 +9.0%
52 TER TERADYNE INC Technology 1,350.0 $311K 0.22% -149.0 -9.9% $230.19 +49.6%
53 VTI VANGUARD INDEX FDS 911.0 $311K 0.22% -23.0 -2.5% $341.00 +7.1%
54 A AGILENT TECHNOLOGIES INC Healthcare 2,109.0 $308K 0.22% -168.0 -7.4% $145.92 -21.3%
55 ABBV ABBVIE INC Healthcare 1,343.0 $298K 0.21% -50.0 -3.6% $221.89 -3.3%
56 SGOV ISHARES TR 2,679.0 $269K 0.19% -635.0 -19.2% $100.51 +0.1%
57 NEE NEXTERA ENERGY INC Utilities 3,154.0 $259K 0.18% -660.0 -17.3% $81.98 +9.4%
58 TACK CAPITOL SER TR 8,402.0 $257K 0.18% -218.0 -2.5% $30.60 +1.7%
59 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 778.0 $254K 0.18% -90.0 -10.4% $327.11 +22.8%
60 WFC WELLS FARGO CO NEW Financial Services 2,731.0 $244K 0.17% -300.0 -9.9% $89.25 -15.1%
Page 3 of 3  ·  60 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 38.5%
Technology 27.0%
Industrials 11.8%
Communication Services 10.2%
Consumer Cyclical 6.0%
Healthcare 3.2%
Energy 1.6%
Consumer Defensive 1.0%
Basic Materials 0.5%
Utilities 0.3%