Arkolith/Funds/Cannon Advisors, Inc.

Cannon Advisors, Inc.

CIK 1805370
Holdings as of Jun 30, 2026·disclosed Jul 15, 2026·~15-day 13F lag·13F-HR
Active Filer

Cannon Advisors, Inc. holds a diversified book of 93 stocks worth $164.4M as of Q2 2026 (disclosed Jul 15, 2026, a ~45-day 13F lag). This quarter they opened SS Financial Select Sector and trimmed Invesco QQQ Trust Series 1. Their largest long position is Invesco QQQ Trust Series 1 at 6% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
56
new positions
Added to
19
existing
Trimmed
34
reduced
Sold out
27
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
24%
Top 10 holdings
42%
Top 20 holdings
64%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

42% mapped to company sectors

ETF / fund or unclassified
58%
Information Technology
16%
Industrials
7%
Financials
6%
Health Care
5%
Consumer Discretionary
3%
Utilities
2%
Materials
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

93 positions
#SecurityValueShares% PortLast moveHistory
1Invesco QQQ TR
UNIT SER 1
$10.6M14.8K
6.5%
−3.4%
Reduced · −524 sh
2State STR SPDR S&P 500 ETF T
TR UNIT
$8.9M11.8K
5.4%
−14%
Reduced · −2K sh
3SPDR Series Trust
ST STR RATE ETF
$7.2M234.8K
4.4%
+12%
Added · +26K sh
4Ishares TR
RUSSELL 2000 ETF
$6.4M21.6K
3.9%
+75%
Added · +9K sh
5Select Sector SPDR TR
ST STR FINL ETF
$6.4M113.1K
3.9%
New
New position
6Select Sector SPDR TR
ST STR CARE ETF
$6.2M39.4K
3.8%
New
New position
7Vanguard Intl Equity Index F
ALLWRLD EX US
$6.1M73.8K
3.7%
+195%
Added · +49K sh
8Goldman Sachs ETF TR
NASDA 100 ETF
$6.0M104.6K
3.7%
+69%
Added · +43K sh
9Ishares TR
U.S. MED DVC ETF
$5.6M114.1K
3.4%
New
New position
10Alphabet Inc
CAP STK CL A
$5.0M13.9K
3.0%
−44%
Reduced · −11K sh
11Select Sector SPDR TR
ST STR DISCR ETF
$5.0M43.1K
3.0%
New
New position
12Nvidia Corporation
COM
$4.9M23.3K
3.0%
−32%
Reduced · −11K sh
13Goldman Sachs ETF TR
S&P 500 PREMIUM
$4.2M76.6K
2.6%
+21%
Added · +13K sh
14Apple Inc
COM
$3.9M12.4K
2.4%
−47%
Reduced · −11K sh
15Amazon Com Inc
COM
$3.4M13.6K
2.0%
−13%
Reduced · −2K sh
16Vaneck ETF Trust
SEMICONDUCTR ETF
$3.3M5.5K
2.0%
−2.5%
Reduced · −140 sh
17Caterpillar Inc
COM
$3.2M3.5K
2.0%
−55%
Reduced · −4K sh
18SPDR Series Trust
ST SHOR CORP ETF
$2.9M96.4K
1.8%
New
New position
19Cummins Inc
COM
$2.8M4.2K
1.7%
−54%
Reduced · −5K sh
20JPMorgan Chase & Co
COM
$2.4M7.0K
1.5%
−44%
Reduced · −6K sh
21Pimco ETF TR
INV GRD CRP BD
$2.4M25.0K
1.5%
+56%
Added · +9K sh
22Invesco Exch Traded FD TR II
VAR RATE PFD
$2.2M88.7K
1.3%
New
New position
23Thermo Fisher Scientific Inc
COM
$2.1M4.0K
1.3%
New
New position
24Zscaler Inc
COM
$2.0M13.0K
1.2%
New
New position
25Atmos Energy Corp
COM
$1.9M10.9K
1.2%
New
New position
26Advanced Drain Sys Inc Del
COM
$1.9M12.7K
1.2%
New
New position
27Illinois Tool WKS Inc
COM
$1.9M7.0K
1.2%
New
New position
28Insulet Corp
COM
$1.9M11.8K
1.1%
New
New position
29NextEra Energy Inc
COM
$1.8M19.9K
1.1%
+533%
Added · +17K sh
30Microsoft Corp
COM
$1.8M4.6K
1.1%
−44%
Reduced · −4K sh
31Broadcom Inc
COM
$1.7M4.3K
1.0%
+5.8%
Added · +232 sh
32Booking Holdings Inc
COM
$1.6M9.3K
1.0%
97×
Added · +9K sh
33Invesco Exchange Traded FD T
S&P500 EQL WGT
$1.5M7.0K
0.9%
−70%
Reduced · −16K sh
34Meta Platforms Inc
CL A
$1.5M2.2K
0.9%
+25%
Added · +454 sh
35Innovator Etfs Trust
DEFINED WLT SHLD
$1.5M42.9K
0.9%
−38%
Reduced · −26K sh
36Alamo Group Inc
COM
$1.5M9.0K
0.9%
New
New position
37Ishares TR
IBOXX HI YD ETF
$1.4M17.8K
0.9%
New
New position
38Axsome Therapeutics Inc.
COM
$1.4M6.0K
0.9%
New
New position
39Rocket Cos Inc
COM CL A
$1.4M96.6K
0.8%
New
New position
40Eli Lilly & Co
COM
$1.1M950
0.7%
New
New position
41Monolithic PWR Sys Inc
COM
$1.0M732
0.6%
Held
42Visa Inc
COM CL A
$1.0M2.8K
0.6%
+9.4%
Added · +243 sh
43Micron Technology Inc
COM
$959K975
0.6%
New
New position
44Applied Matls Inc
COM
$910K1.5K
0.6%
New
New position
45Quest Diagnostics Inc
COM
$904K4.4K
0.5%
New
New position
46Resmed Inc
COM
$857K4.4K
0.5%
New
New position
47Blackstone Inc
COM
$839K6.7K
0.5%
−70%
Reduced · −16K sh
48Ishares TR
FUTU EXPO TE ETF
$797K9.8K
0.5%
+36%
Added · +3K sh
49Tesla Inc
COM
$765K1.9K
0.5%
−3.6%
Reduced · −72 sh
50Welltower Inc
COM
$745K3.2K
0.5%
New
New position
Showing 50 of 93 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 15, 202693$164.4M13F-HR
Q1 2026Mar 31, 2026Apr 24, 202687$134.9M13F-HR
Q4 2025Dec 31, 2025Jan 15, 202683$141.8M13F-HR
Q3 2025Sep 30, 2025Oct 24, 202583$148.6M13F-HR
Q2 2025Jun 30, 2025Aug 11, 202569$124.2M13F-HR
Q1 2025Mar 31, 2025Apr 28, 202560$108.6M13F-HR
Q4 2024Dec 31, 2024Feb 12, 202560$117.7M13F-HR
Q3 2024Sep 30, 2024Nov 12, 202471$122.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.