Cannon Advisors, Inc. logo

Cannon Advisors, Inc.

RIA/Wealth

Cannon Advisors, Inc. is a RIA/Wealth based in Charlotte, NC led by Robert Bryan Cannon, managing $148.6M across 83 long positions as of Q3 2025 with 46% ETF concentration.

PresidentRobert Bryan Cannon
Portfolio Value
$148.6M
Positions
83
Top Holding
QQQ at 6.63%
Last Reported
Q3 2025
Address2108 South Boulevard, Suite 200, Charlotte, NC, 28203, United States

Top Holdings

Largest long holdings in Cannon Advisors, Inc.'s portfolio (44% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$9.9M
6.63%
+$65.3K
Bought
16.1K shares
ETF
ETF
$9.6M
6.48%
+$190.8K
Bought
14.3K shares
ETF
ETF
$8.8M
5.90%
+$792.1K
Bought
284.2K shares
Internet Content & Information
Communication Services
$6.8M
4.59%
+$447.7K
Bought
0.00%
27.0K shares
5
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$6.6M
4.47%
-$150.6K
Sold
0.00%
36.5K shares
6
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$6.1M
4.07%
-$71.4K
Sold
0.00%
23.3K shares
ETF
ETF
$4.7M
3.16%
-$34.1K
Sold
24.6K shares
Agricultural - Machinery
Industrials
$4.5M
3.00%
-$112.4K
Sold
0.00%
8.6K shares
Software - Infrastructure
Technology
$4.4M
2.96%
+$121.3K
Bought
0.00%
8.5K shares
10
Cummins logo
Industrial - Machinery
Industrials
$4.1M
2.73%
-$178.4K
Sold
0.01%
9.7K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Cannon Advisors, Inc.'s latest filing

See all changes
Market Value
$148.6M
Prior: $124.2M
Q/Q Change
+19.64%
+$24.4M
Net Flows % of MV
+6.81%
Turnover Ratio
5.56%
New Purchases
15 stocks
$5.0M
Added To
35 stocks
+$7.9M
Sold Out Of
3 stocks
$737.7K
Reduced Holdings
29 stocks
-$2.1M

Increased Positions

PositionShares Δ
New
New
New
4
MPLX logo
MPLX
MPLX
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
-15.46%
-12.57%

Analytics

Portfolio insights and performance metrics for Cannon Advisors, Inc.

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Sector Allocation

ETF: 46.10%ETFTechnology: 18.60%TechnologyFinancial Services: 11.70%Financial ServicesIndustrials: 6.40%Communication Services: 5.50%Consumer Cyclical: 3.90%Healthcare: 2.20%Energy: 1.60%Consumer Defensive: 0.60%Basic Materials: 0.20%Utilities: 0.20%
ETF
46.10%
Technology
18.60%
Financial Services
11.70%
Industrials
6.40%
Communication Services
5.50%
Consumer Cyclical
3.90%
Healthcare
2.20%
Energy
1.60%
Consumer Defensive
0.60%
Basic Materials
0.20%
Utilities
0.20%

Market Cap Distribution

Mega Cap (> $200B): 36.06%Mega Cap (> $200B)Large Cap ($10B - $200B): 14.58%Large Cap ($10B - $200B)N/A (ETF or Unknown): 49.36%N/A (ETF or Unknown)
Mega Cap (> $200B)
36.06%
Large Cap ($10B - $200B)
14.58%
N/A (ETF or Unknown)
49.36%

Portfolio Concentration

Top 10 Holdings %
44.0%
Top 20 Holdings %
67.29%
Top 50 Holdings %
92.68%
Top 100 Holdings %
100.0%

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