Cannon Capital Management, Inc.

Wealth advisor Mechanical CIK 2100130
League rank
#252
in Wealth advisor · #1764 overall
Long book
$123.1M
Q1 2026
Positions
28
Top-10 weight
82%
concentration
Last quarter
+14.6%
SPY +14.8%
Turnover
4%
of book per quarter

Strategy in plain words

auto-generated from filings

Cannon Capital Management, Inc. is a wealth-management firm allocating client money, running a $123.1M US long book across 28 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: INVESCO QQQ TRUST SERIES 1, GOLDMAN SACHS ACCESS TREASUR, SCHWAB US MID CAP ETF, VANGUARD S&P 500 ETF, ISHARES AAA CLO ACT ETF-USDI.

Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q4 2025
-2.4%
Q1 2026
+14.6%

Sector allocation

Technology
55%
Financials
25%
Consumer discretionary
9%
Services media
8%
Industrials
4%

Long book by quarter

$113.7M
Q4 2025
$123.1M
Q1 2026

What does Cannon Capital own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
APLD APPLIED DIGITAL CORPTechnology149.8K$3.6M2.9%+1.0%
JPM JPMORGAN CHASE & COFinancials8.9K$2.6M2.1%+4.9%
GOOG ALPHABET INC-CL CTechnology8.6K$2.5M2.0%+4.1%
SCHW SCHWAB (CHARLES) CORPFinancials24.7K$2.3M1.9%+1.5%
NVDA NVIDIA CORPTechnology13.0K$2.3M1.8%+7.2%
AMZN AMAZON.COM INCConsumer discretionary8.6K$1.8M1.5%+18.2%
MSFT MICROSOFT CORPTechnology4.2K$1.5M1.3%+24.0%
FISV FISERV INCServices media16.1K$899K0.7%New
AAPL APPLE INCTechnology3.2K$807K0.7%+9.5%
JBI JANUS INTERNATIONAL GROUP INIndustrials141.9K$731K0.6%Held
DIS WALT DISNEY CO/THEServices media6.2K$598K0.5%-53.3%
GOOGL ALPHABET INC-CL ATechnology1.2K$344K0.3%+1.3%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 7, 202628$123.1M canonicalSEC ↗
Q4 202513F-HRJan 30, 202627$113.7M canonicalSEC ↗