Cannon Advisors Inc Portfolio Analysis: Q2 2026 Investment Activity
A detailed look at Cannon Advisors' portfolio changes during the second quarter of 2026, highlighting significant additions and reductions.
As part of our ongoing analysis of institutional portfolios, we examine the investment activities of Cannon Advisors Inc. This quarter's filing reveals notable shifts in holdings as of June 30th.
The firm demonstrated a clear focus on expanding its exposure to specific sectors and instruments. Among the most significant actions were substantial increases in shares held across several SPDR Series Trust ETFs, including ISHARES TR (IHI), SELECT SECTOR SPDR TR (XLF), and others.
Specifically, Cannon Advisors significantly boosted its position in the Vanguard International Equity ETF (VEU) by 195% this quarter. Similarly, they increased their stake in Goldman Sachs ETF Trust (GPIQ) by a substantial 69.14%. These moves suggest confidence in international equities and bank-related assets.
Conversely, the firm divested from certain holdings significantly during this period. The largest reduction was observed in Vanguard Charitable Fund (BNDX), where shares decreased by 84.14%. This indicates a major shift away from charitable funds within their portfolio.
The overall portfolio value stood at $163,833,343 as of June 30th, with the top holdings weighted differently than previous periods. The changes reflect strategic decisions to rebalance and realign exposures based on market outlook or performance criteria.