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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 4 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TXN TEXAS INSTRS INC Technology 6,857.0 $2.0M 0.04% +177.0 +2.6% $298.07 -12.8%
62 GE GE AEROSPACE Industrials 5,373.0 $2.0M 0.03% +300.0 +5.9% $373.74 -6.5%
63 PIPR PIPER SANDLER COMPANIES Financial Services 27,455.0 $2.0M 0.03% +683.0 +2.5% $72.34 +3.3%
64 BMI BADGER METER INC Technology 13,301.0 $2.0M 0.03% +600.0 +4.7% $148.38 -8.1%
65 PLTR PALANTIR TECHNOLOGIES INC Technology 14,729.0 $1.7M 0.03% +1K +10.0% $116.67 +48.1%
66 VUG VANGUARD INDEX FDS 19,456.0 $1.7M 0.03% +16K +549.8% $86.14 +1.5%
67 AFL AFLAC INC Financial Services 13,237.0 $1.6M 0.03% +385.0 +3.0% $117.25 -0.9%
68 CAT CATERPILLAR INC Industrials 1,420.0 $1.5M 0.03% +123.0 +9.5% $1065.09 -23.8%
69 SOXX ISHARES TR 2,323.0 $1.5M 0.03% +128.0 +5.8% $640.75 -19.8%
70 GEV GE VERNOVA INC Utilities 1,199.0 $1.4M 0.02% +150.0 +14.3% $1174.55 -21.1%
71 SMH VANECK ETF TRUST 2,009.0 $1.3M 0.02% +39.0 +2.0% $655.87 -15.3%
72 AMD ADVANCED MICRO DEVICES INC Technology 1,991.0 $1.2M 0.02% +439.0 +28.3% $580.91 -17.5%
73 IWP ISHARES TR 6,696.0 $980K 0.02% +91.0 +1.4% $146.41 -3.1%
74 ROK ROCKWELL AUTOMATION INC Industrials 1,861.0 $922K 0.02% +531.0 +39.9% $495.20 -13.3%
75 PEP PEPSICO INC Consumer Defensive 6,451.0 $873K 0.01% +158.0 +2.5% $135.39 +5.1%
76 VEU VANGUARD INTL EQUITY INDEX F 10,426.0 $873K 0.01% +970.0 +10.3% $83.75 +2.8%
77 FDX FEDEX CORP Industrials 2,740.0 $858K 0.01% +23.0 +0.8% $313.15 +6.6%
78 KO COCA COLA CO Consumer Defensive 10,505.0 $854K 0.01% +670.0 +6.8% $81.28 +12.8%
79 SCHG SCHWAB STRATEGIC TR 24,782.0 $839K 0.01% +919.0 +3.9% $33.84 +4.4%
80 GLD SPDR GOLD TR Financial Services 2,228.0 $821K 0.01% +69.0 +3.2% $368.38 +16.2%
Page 4 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%