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Portfolio (Quarterly) Guide ↗

Annex Advisory Services, LLC

· CIK 0001542287
13F Portfolio $5.9B AUM 356 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 122 Added 168 Reduced 46 Exited
Page 17 of 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 XLY SELECT SECTOR SPDR TR — 2,114.0 $248K 0.00% — — $117.27 -5.7%
322 JEPQ J P MORGAN EXCHANGE TRADED F — 4,031.0 $248K 0.00% -11K -73.5% $61.46 -0.4%
323 PZA INVESCO EXCH TRADED FD TR II — 10,517.0 $247K 0.00% -8K -43.4% $23.52 -8.5%
324 ITOT ISHARES TR — 1,476.0 $242K 0.00% NEW — $164.26 +2.4%
325 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 2,237.0 $241K 0.00% NEW — $107.78 +6.5%
326 TGT TARGET CORP Consumer Defensive 1,845.0 $241K 0.00% -160.0 -8.0% $130.56 +20.6%
327 MGK VANGUARD WORLD FD — 2,740.0 $241K 0.00% +2K +400.0% $87.91 +6.2%
328 KMI KINDER MORGAN INC DEL Energy 7,527.0 $241K 0.00% +47.0 +0.6% $31.97 -3.8%
329 JSI JANUS DETROIT STR TR — 4,663.0 $239K 0.00% -236.0 -4.8% $51.21 -1.7%
330 EIX EDISON INTL Utilities 3,203.0 $239K 0.00% +59.0 +1.9% $74.47 -29.3%
331 MSI MOTOROLA SOLUTIONS INC Technology 559.0 $232K 0.00% — — $415.28 +10.0%
332 APP APPLOVIN CORP Technology 450.0 $232K 0.00% -960.0 -68.1% $515.23 -39.7%
333 DGRO ISHARES TR — 2,994.0 $227K 0.00% -653.0 -17.9% $75.79 +1.0%
334 SPXC SPX TECHNOLOGIES INC Industrials 914.0 $224K 0.00% NEW — $245.17 -29.5%
335 ZROZ PIMCO ETF TR — 3,474.0 $223K 0.00% -9K -72.0% $64.10 -12.2%
336 PANW PALO ALTO NETWORKS INC Technology 652.0 $222K 0.00% NEW — $341.21 +9.8%
337 HII HUNTINGTON INGALLS INDS INC Industrials 789.0 $221K 0.00% — — $279.94 -5.7%
338 EMR EMERSON ELEC CO Industrials 1,520.0 $218K 0.00% -281.0 -15.6% $143.17 +10.4%
339 CSL CARLISLE COS INC Industrials 599.0 $217K 0.00% NEW — $362.75 -10.0%
340 VXUS VANGUARD STAR FDS — 2,537.0 $217K 0.00% NEW — $85.49 +1.0%
Page 17 of 18  ·  356 positions

① 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 30.9%
Financial Services 14.4%
Communication Services 10.9%
Consumer Cyclical 9.8%
Healthcare 7.8%
Energy 7.1%
Industrials 6.0%
Consumer Defensive 4.9%
Basic Materials 4.1%
Utilities 3.8%