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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 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 V VISA INC Financial Services 2,283.0 $751K 0.53% +40.0 +1.8% $329.17 +0.5%
42 MPWR MONOLITHIC PWR SYS INC Technology 717.0 $705K 0.50% $983.60 +58.7%
43 JNJ JOHNSON & JOHNSON Healthcare 2,732.0 $597K 0.42% -176.0 -6.0% $218.55 +6.0%
44 LOCT INNOVATOR ETFS TRUST 24,839.0 $594K 0.42% -1K -4.7% $23.91 +0.2%
45 PSEP INNOVATOR ETFS TRUST 13,193.0 $579K 0.41% -287.0 -2.1% $43.92 +3.8%
46 XT ISHARES TR 7,353.0 $531K 0.37% -291.0 -3.8% $72.17 +11.0%
47 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 22,908.0 $529K 0.37% -2K -9.6% $23.10 +7.6%
48 COST COSTCO WHSL CORP NEW Consumer Defensive 554.0 $527K 0.37% -60.0 -9.8% $950.98 +10.5%
49 GD GENERAL DYNAMICS CORP Industrials 1,430.0 $523K 0.37% -104.0 -6.8% $366.00 -7.5%
50 IVV ISHARES TR 722.0 $501K 0.35% -2K -71.6% $693.69 +7.6%
51 BITO PROSHARES TR 35,476.0 $481K 0.34% +5K +17.3% $13.56 -21.8%
52 URI UNITED RENTALS INC Industrials 508.0 $466K 0.33% -48.0 -8.6% $917.34 +2.1%
53 BKNG BOOKING HOLDINGS INC Consumer Cyclical 88.0 $456K 0.32% -7.0 -7.4% $5187.02 -96.9%
54 TSCO TRACTOR SUPPLY CO Consumer Cyclical 8,875.0 $454K 0.32% -1K -10.5% $51.16 -38.1%
55 EPD ENTERPRISE PRODS PARTNERS L Energy 13,655.0 $444K 0.31% -5K -25.8% $32.49 +21.5%
56 NUE NUCOR CORP Basic Materials 2,508.0 $432K 0.30% -44.0 -1.7% $172.29 +31.4%
57 CVX CHEVRON CORP NEW Energy 2,504.0 $419K 0.29% -238.0 -8.7% $167.24 +14.2%
58 WMT WALMART INC Consumer Defensive 3,164.0 $380K 0.27% -298.0 -8.6% $120.03 +9.0%
59 SLV ISHARES SILVER TR Financial Services 4,150.0 $351K 0.25% NEW $84.56 -17.9%
60 CEF SPROTT ASSET MANAGEMENT LP Financial Services 6,031.0 $319K 0.23% $52.94 -9.4%
Page 3 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 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%