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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 7 of 18  ·  357 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 C CITIGROUP INC Financial Services 32,467.0 $3.8M 0.07% NEW $116.69 +14.1%
122 BAC BANK AMERICA CORP Financial Services 66,882.0 $3.7M 0.07% NEW $55.00 +11.9%
123 IWB ISHARES TR 9,821.0 $3.7M 0.07% NEW $373.44 +9.4%
124 MU MICRON TECHNOLOGY INC Technology 12,821.0 $3.7M 0.07% NEW $285.42 +238.5%
125 BRC BRADY CORP Industrials 46,253.0 $3.6M 0.07% NEW $78.37 +19.3%
126 NEE NEXTERA ENERGY INC Utilities 44,634.0 $3.6M 0.07% NEW $80.28 +11.1%
127 DHR DANAHER CORPORATION Healthcare 15,141.0 $3.5M 0.07% NEW $228.92 -24.1%
128 AEM AGNICO EAGLE MINES LTD Basic Materials 20,412.0 $3.5M 0.07% NEW $169.53 -12.6%
129 SPSM SPDR SERIES TRUST 69,479.0 $3.3M 0.06% NEW $46.86 +21.1%
130 RDVT RED VIOLET INC Technology 55,893.0 $3.2M 0.06% NEW $56.95 +13.6%
131 HAL HALLIBURTON CO Energy 112,574.0 $3.2M 0.06% NEW $28.26 +17.7%
132 GOOG ALPHABET INC Communication Services 10,043.0 $3.2M 0.06% NEW $313.81 +10.7%
133 MO ALTRIA GROUP INC Consumer Defensive 54,574.0 $3.1M 0.06% NEW $57.66 +26.1%
134 IESC IES HLDGS INC Industrials 7,944.0 $3.1M 0.06% NEW $389.02 +67.6%
135 SPYM SPDR SERIES TRUST 38,226.0 $3.1M 0.06% NEW $80.22 +9.6%
136 LIN LINDE PLC Basic Materials 7,183.0 $3.1M 0.06% NEW $426.41 +19.1%
137 LPLA LPL FINL HLDGS INC Financial Services 8,372.0 $3.0M 0.06% NEW $357.17 -7.9%
138 VOO VANGUARD INDEX FDS 4,737.0 $3.0M 0.06% NEW $627.05 +9.5%
139 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 62,632.0 $2.8M 0.05% NEW $45.40 -10.6%
140 CVE CENOVUS ENERGY INC Energy 167,979.0 $2.8M 0.05% NEW $16.92 +72.0%
Page 7 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%