Cannon Capital Management, Inc.
Net seller this quarter
$118M
16
-$22.1M
21.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 APLD | $5.47M | 4.65% | 0.05% | -2.1% | Q4 2025 |
 GOOG | $3.2M | 2.72% | Not reported | +5.8% | Q4 2025 |
 JPM | $2.94M | 2.50% | 0.00% | +0.8% | Q4 2025 |
 NVDA | $2.81M | 2.38% | 0.00% | +7.6% | Q4 2025 |
 SCHW | $2.39M | 2.03% | 0.00% | +4.9% | Q4 2025 |
 AMZN | $2.27M | 1.93% | 0.00% | +10.4% | Q4 2025 |
 TSM | $2.22M | 1.88% | 0.00% | +14.4% | Q4 2025 |
 MSFT | $1.8M | 1.53% | 0.00% | +15.5% | Q4 2025 |
 MDY | $1.16M | 0.99% | Not reported | -2.3% | Q4 2025 |
| SPY | $1.03M | 0.87% | Not reported | Not reported | Q4 2025 |
 AAPL | $944K | 0.80% | 0.00% | +2.6% | Q4 2025 |
 FISV | $907K | 0.77% | 0.00% | +14.7% | Q1 2026 |
 JBI | $788K | 0.67% | 0.10% | Not reported | Q4 2025 |
 DIS | $574K | 0.49% | 0.00% | -3.9% | Q4 2025 |
| GOOGL | $352K | 0.30% | 0.00% | -17.7% | Q4 2025 |
 NFLX | $295K | 0.25% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
 QQQ | $18.5M | 15.02% | Not reported | +7.4% | Q4 2025 |
| APLD | $3.56M | 2.89% | 0.05% | +1.0% | Q4 2025 |
| JPM | $2.62M | 2.13% | 0.00% | +4.9% | Q4 2025 |
| GOOG | $2.46M | 2.00% | Not reported | +4.1% | Q4 2025 |
| SCHW | $2.32M | 1.89% | 0.00% | +1.6% | Q4 2025 |
| NVDA | $2.27M | 1.85% | 0.00% | +7.2% | Q4 2025 |
| AMZN | $1.8M | 1.46% | 0.00% | +18.2% | Q4 2025 |
| MSFT | $1.55M | 1.26% | 0.00% | +24.1% | Q4 2025 |
| TSM | $1.37M | 1.12% | 0.00% | +39.2% | Q4 2025 |
| MDY | $1.04M | 0.85% | Not reported | -20.3% | Q4 2025 |
| FISV | $899K | 0.73% | 0.00% | New | Q1 2026 |
| SPY | $897K | 0.73% | Not reported | -0.7% | Q4 2025 |
| AAPL | $807K | 0.66% | 0.00% | +9.6% | Q4 2025 |
| JBI | $731K | 0.59% | 0.10% | Not reported | Q4 2025 |
| DIS | $598K | 0.49% | 0.00% | -53.3% | Q4 2025 |
| GOOGL | $344K | 0.28% | 0.00% | +1.3% | Q4 2025 |
| Q4 2025 | |||||
| QQQ | $18.3M | 16.11% | Not reported | New | Q4 2025 |
| APLD | $3.64M | 3.20% | 0.05% | New | Q4 2025 |
| JPM | $2.74M | 2.41% | 0.00% | New | Q4 2025 |
| GOOG | $2.58M | 2.27% | Not reported | New | Q4 2025 |
| SCHW | $2.43M | 2.14% | 0.00% | New | Q4 2025 |
| NVDA | $2.27M | 1.99% | 0.00% | New | Q4 2025 |
| AMZN | $1.69M | 1.49% | 0.00% | New | Q4 2025 |
| MSFT | $1.63M | 1.43% | 0.00% | New | Q4 2025 |
| DIS | $1.51M | 1.33% | 0.00% | New | Q4 2025 |
| MDY | $1.28M | 1.13% | Not reported | New | Q4 2025 |
| SPY | $947K | 0.83% | Not reported | New | Q4 2025 |
| JBI | $928K | 0.82% | 0.10% | New | Q4 2025 |
| TSM | $887K | 0.78% | 0.00% | New | Q4 2025 |
| AAPL | $789K | 0.69% | 0.00% | New | Q4 2025 |
| GOOGL | $370K | 0.33% | 0.00% | New | Q4 2025 |