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Alicia Duford

Cannon Capital Management, Inc.

Assets Managed
$123.076M
Holdings
28
Last Quarter
2026 - Q1
Filed Date
9d ago
Growth Rate
8.25%(2Q avg: 4.13%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Cannon Capital Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 28 positions.

Assets under management

The assets under management (AUM) of Cannon Capital Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 123.076M in assets, with a quarterly growth rate of 8.25% and a 2-quarter average growth rate of 4.13%. The portfolio is managed by Alicia Duford, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 7.4%
15.02%
$18.485M
32,026 shares@ $577.19 avg price
GBIL
Goldman Sachs Access Treasur
Recent Activity
Increased 26.98%
11.67%
$14.359M
143,322 shares@ $100.19 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Decreased -0.69%
10.89%
$13.401M
432,843 shares@ $30.96 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 11.09%
8.78%
$10.801M
18,075 shares@ $597.56 avg price
CLOA
Ishares Aaa Clo Act Etf-usdi
Recent Activity
Increased 42.68%
8.11%
$9.974M
192,410 shares@ $51.84 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 18.19%
8.1%
$9.965M
80,160 shares@ $124.32 avg price
SCHA
Schwab Us Small-cap Etf
Recent Activity
Decreased -0.1%
6.13%
$7.535M
259,096 shares@ $29.09 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 21.52%
5.41%
$6.658M
23,183 shares@ $287.19 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -0.14%
5.24%
$6.438M
251,099 shares@ $25.65 avg price
APLD
Applied Digital Corp
Recent Activity
Increased 1.05%
2.89%
$3.556M
149,809 shares@ $23.75 avg price

1-10 of 28