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Portfolio (Quarterly) Guide ↗

Cannon Advisors, Inc.

· CIK 0001805370
13F Portfolio $149M AUM Filed Oct 24, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 83 New
Page 1 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 16,141.0 $9.9M 6.63% NEW $610.57 +17.0%
2 SPY SPDR S&P 500 ETF TR Financial Services 14,330.0 $9.6M 6.48% NEW $671.78 +10.6%
3 FLRN SPDR SERIES TRUST 284,242.0 $8.8M 5.90% NEW $30.83 -0.0%
4 GOOGL ALPHABET INC Communication Services 26,970.0 $6.8M 4.59% NEW $253.08 +53.2%
5 NVDA NVIDIA CORPORATION Technology 36,471.0 $6.6M 4.47% NEW $182.16 +20.5%
6 AAPL APPLE INC Technology 23,322.0 $6.1M 4.07% NEW $259.58 +17.5%
7 RSP INVESCO EXCHANGE TRADED FD T 24,588.0 $4.7M 3.16% NEW $190.74 +7.3%
8 CAT CATERPILLAR INC Industrials 8,575.0 $4.5M 3.00% NEW $520.50 +66.4%
9 MSFT MICROSOFT CORP Technology 8,451.0 $4.4M 2.96% NEW $520.54 -19.5%
10 CMI CUMMINS INC Industrials 9,716.0 $4.1M 2.73% NEW $417.74 +52.9%
11 JPM JPMORGAN CHASE & CO. Financial Services 13,134.0 $3.9M 2.60% NEW $294.54 +2.9%
12 SMH VANECK ETF TRUST 11,138.0 $3.8M 2.58% NEW $344.80 +64.6%
13 BX BLACKSTONE INC Financial Services 24,186.0 $3.7M 2.52% NEW $154.98 -23.5%
14 AMZN AMAZON COM INC Consumer Cyclical 16,806.0 $3.7M 2.50% NEW $221.09 +21.4%
15 NET CLOUDFLARE INC Technology 16,084.0 $3.5M 2.35% NEW $217.16 -2.1%
16 GPIQ GOLDMAN SACHS ETF TR 63,487.0 $3.4M 2.26% NEW $52.89 +9.4%
17 AXP AMERICAN EXPRESS CO Financial Services 9,308.0 $3.3M 2.22% NEW $354.93 -12.7%
18 GPIX GOLDMAN SACHS ETF TR 62,130.0 $3.3M 2.19% NEW $52.41 +5.5%
19 IWM ISHARES TR 12,565.0 $3.1M 2.08% NEW $246.42 +14.6%
20 MA MASTERCARD INCORPORATED Financial Services 5,100.0 $2.9M 1.97% NEW $573.77 -12.9%
Page 1 of 5  ·  83 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 29.1%
Industrials 10.1%
Communication Services 8.5%
Consumer Cyclical 6.1%
Healthcare 3.5%
Energy 2.6%
Consumer Defensive 1.0%
Basic Materials 0.4%
Utilities 0.3%