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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 3 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 COF CAPITAL ONE FINL CORP Financial Services 29,246.0 $5.9M 0.10% +573.0 +2.0% $200.62 +8.4%
42 XOM EXXON MOBIL CORP Energy 42,473.0 $5.8M 0.10% +22K +111.5% $136.72 +18.5%
43 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 125,623.0 $4.8M 0.08% +5K +4.5% $38.50 +3.7%
44 LLY ELI LILLY & CO Healthcare 3,835.0 $4.6M 0.08% +60.0 +1.6% $1199.28 +3.9%
45 AEM AGNICO EAGLE MINES LTD Basic Materials 29,007.0 $4.5M 0.08% +12K +70.5% $155.13 +43.8%
46 IWF ISHARES TR 35,687.0 $4.4M 0.08% +27K +305.0% $124.17 -2.0%
47 HAL HALLIBURTON CO Energy 120,423.0 $4.1M 0.07% +3K +2.8% $33.95 +0.1%
48 CVE CENOVUS ENERGY INC Energy 159,084.0 $3.9M 0.07% +13K +8.5% $24.81 +27.2%
49 TRV TRAVELERS COMPANIES INC Financial Services 11,765.0 $3.9M 0.07% +9K +299.2% $330.12 +11.3%
50 VOO VANGUARD INDEX FDS 5,562.0 $3.8M 0.07% +526.0 +10.4% $686.71 +2.4%
51 SPYM SPDR SERIES TRUST 38,978.0 $3.4M 0.06% +3K +9.5% $87.88 +2.4%
52 LPLA LPL FINL HLDGS INC Financial Services 12,128.0 $3.4M 0.06% +1K +10.5% $281.69 +28.0%
53 TSLA TESLA INC Consumer Cyclical 7,547.0 $3.2M 0.05% +3K +78.8% $420.60 -16.1%
54 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 88,076.0 $3.1M 0.05% +24K +37.8% $34.73 +15.1%
55 OII OCEANEERING INTL INC Energy 67,302.0 $2.7M 0.05% +15K +29.3% $40.52 +25.8%
56 LANDBRIDGE COMPANY LLC 33,466.0 $2.7M 0.04% +4K +11.9% $79.24
57 CAMT CAMTEK LTD Technology 15,272.0 $2.5M 0.04% +5K +51.1% $163.12 -11.1%
58 IDMO INVESCO EXCH TRADED FD TR II 41,015.0 $2.5M 0.04% +1K +3.8% $60.29 +4.8%
59 XLK SELECT SECTOR SPDR TR 12,214.0 $2.3M 0.04% +2K +18.0% $190.52 -4.9%
60 USB US BANCORP Financial Services 36,218.0 $2.2M 0.04% +600.0 +1.7% $60.40 +3.1%
Page 3 of 7  ·  122 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 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%