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Portfolio (Quarterly) Guide ↗

Annex Advisory Services, LLC

· CIK 0001542287
13F Portfolio $5.2B AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 357 New
Page 14 of 18  ·  357 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 JCI JOHNSON CTLS INTL PLC Industrials 3,509.0 $420K 0.01% NEW $119.73 +19.0%
262 BTI BRITISH AMERN TOB PLC Consumer Defensive 7,418.0 $420K 0.01% NEW $56.62 +9.6%
263 FAST FASTENAL CO Industrials 10,418.0 $418K 0.01% NEW $40.13 +12.8%
264 NTNX NUTANIX INC Technology 7,982.0 $413K 0.01% NEW $51.69 +2.6%
265 IGRO ISHARES TR 4,937.0 $409K 0.01% NEW $82.77 +9.2%
266 VNQ VANGUARD INDEX FDS 4,590.0 $406K 0.01% NEW $88.49 +12.4%
267 DVY ISHARES TR 2,858.0 $403K 0.01% NEW $141.14 +15.1%
268 IVE ISHARES TR 1,822.0 $386K 0.01% NEW $212.10 +9.0%
269 TLT ISHARES TR 4,424.0 $386K 0.01% NEW $87.15 -4.1%
270 NOC NORTHROP GRUMMAN CORP Industrials 675.0 $385K 0.01% NEW $570.15 -7.3%
271 GDX VANECK ETF TRUST 4,415.0 $379K 0.01% NEW $85.76 -9.9%
272 UPS UNITED PARCEL SERVICE INC Industrials 3,812.0 $378K 0.01% NEW $99.20 +18.0%
273 SPDW SPDR INDEX SHS FDS 8,206.0 $364K 0.01% NEW $44.41 +12.6%
274 HYG ISHARES TR 4,408.0 $355K 0.01% NEW $80.63 -1.3%
275 APH AMPHENOL CORP NEW Technology 2,613.0 $353K 0.01% NEW $135.14 +15.2%
276 RQI COHEN & STEERS QUALITY INCOM Financial Services 30,335.0 $346K 0.01% NEW $11.42 +9.0%
277 TLH ISHARES TR 3,380.0 $344K 0.01% NEW $101.67 -3.9%
278 MPLX MPLX LP Energy 6,260.0 $334K 0.01% NEW $53.37 +6.3%
279 DIS DISNEY WALT CO Communication Services 2,931.0 $333K 0.01% NEW $113.75 -15.1%
280 NVT NVENT ELECTRIC PLC Industrials 3,243.0 $331K 0.01% NEW $101.96 +56.6%
Page 14 of 18  ·  357 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.7%
Financial Services 15.5%
Consumer Cyclical 13.6%
Communication Services 11.9%
Healthcare 10.0%
Basic Materials 4.3%
Energy 3.8%
Consumer Defensive 3.3%
Industrials 3.1%
Utilities 1.1%