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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 9 of 18  ·  357 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NATH NATHANS FAMOUS INC NEW Consumer Cyclical 18,449.0 $1.7M 0.03% NEW $93.57 +4.7%
162 LYTS LSI INDS INC OHIO Technology 94,184.0 $1.7M 0.03% NEW $18.32 +31.6%
163 VV VANGUARD INDEX FDS 4,988.0 $1.6M 0.03% NEW $314.80 +9.3%
164 AFL AFLAC INC Financial Services 14,199.0 $1.6M 0.03% NEW $110.27 +12.5%
165 RPM RPM INTL INC Basic Materials 14,872.0 $1.5M 0.03% NEW $104.00 +3.8%
166 XLK SELECT SECTOR SPDR TR 10,733.0 $1.5M 0.03% NEW $143.97 +24.9%
167 GE GE AEROSPACE Industrials 4,989.0 $1.5M 0.03% NEW $308.08 +11.3%
168 OSCR OSCAR HEALTH INC Healthcare 104,436.0 $1.5M 0.03% NEW $14.37 +111.8%
169 TSLA TESLA INC Consumer Cyclical 3,148.0 $1.4M 0.03% NEW $449.79 -15.8%
170 VZ VERIZON COMMUNICATIONS INC Communication Services 34,642.0 $1.4M 0.03% NEW $40.73 +9.7%
171 VUG VANGUARD INDEX FDS 2,774.0 $1.4M 0.03% NEW $487.88 -82.4%
172 MCD MCDONALDS CORP Consumer Cyclical 4,364.0 $1.3M 0.03% NEW $305.62 -13.5%
173 OII OCEANEERING INTL INC Energy 53,779.0 $1.3M 0.03% NEW $24.03 +89.5%
174 UNP UNION PAC CORP Industrials 5,407.0 $1.3M 0.02% NEW $231.30 +27.3%
175 TXN TEXAS INSTRS INC Technology 6,655.0 $1.2M 0.02% NEW $173.49 +66.8%
176 DGII DIGI INTL INC Technology 26,179.0 $1.1M 0.02% NEW $43.29 +54.8%
177 BCPC BALCHEM CORP Basic Materials 7,291.0 $1.1M 0.02% NEW $153.36 +5.8%
178 MA MASTERCARD INCORPORATED Financial Services 1,871.0 $1.1M 0.02% NEW $570.88 -5.8%
179 BFC BANK FIRST CORP Financial Services 8,375.0 $1.0M 0.02% NEW $121.82 +19.6%
180 JEPQ J P MORGAN EXCHANGE TRADED F 17,520.0 $1.0M 0.02% NEW $58.12 +2.3%
Page 9 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%