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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 5 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IUSG ISHARES TR 4,338.0 $816K 0.01% +63.0 +1.5% $188.09 +0.8%
82 JCI JOHNSON CONTROLS INTERNATION Industrials 5,546.0 $810K 0.01% +2K +57.9% $146.12 -2.9%
83 VTV VANGUARD INDEX FDS 3,670.0 $800K 0.01% +784.0 +27.2% $217.97 +4.0%
84 LNT ALLIANT ENERGY CORP Utilities 10,112.0 $771K 0.01% +215.0 +2.2% $76.29 -10.4%
85 VO VANGUARD INDEX FDS 9,375.0 $755K 0.01% +7K +315.6% $80.57 +2.8%
86 CVS CVS HEALTH CORP Healthcare 6,867.0 $710K 0.01% +368.0 +5.7% $103.45 -10.2%
87 KMB KIMBERLY-CLARK CORP Consumer Defensive 6,408.0 $703K 0.01% +44.0 +0.7% $109.77 +1.1%
88 CVNA CARVANA CO Consumer Cyclical 10,643.0 $701K 0.01% +9K +405.9% $65.82 +15.1%
89 CAH CARDINAL HEALTH INC Healthcare 2,870.0 $682K 0.01% +178.0 +6.6% $237.56 +0.2%
90 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,947.0 $660K 0.01% +111.0 +3.9% $223.92 +26.3%
91 IWM ISHARES TR 2,125.0 $639K 0.01% +1K +126.8% $300.52 -0.4%
92 NFLX NETFLIX INC. Communication Services 8,888.0 $635K 0.01% +80.0 +0.9% $71.40 +15.2%
93 ITW ILLINOIS TOOL WKS INC Industrials 2,295.0 $621K 0.01% +65.0 +2.9% $270.48 +4.1%
94 FEX FIRST TR EXCHANGE-TRADED ALP 4,415.0 $618K 0.01% +515.0 +13.2% $139.87 -0.3%
95 FAST FASTENAL CO Industrials 12,520.0 $601K 0.01% +128.0 +1.0% $48.03 +4.7%
96 ANET ARISTA NETWORKS INC Technology 3,226.0 $548K 0.01% +48.0 +1.5% $169.88 +12.4%
97 CRWD CROWDSTRIKE HLDGS INC Technology 704.0 $537K 0.01% +157.0 +28.7% $190.82 -2.9%
98 LRCX LAM RESEARCH CORP Technology 1,215.0 $526K 0.01% +93.0 +8.3% $433.17 -27.4%
99 GRID FIRST TR EXCHANGE-TRADED FD 2,579.0 $494K 0.01% +793.0 +44.4% $191.72 -6.4%
100 APH AMPHENOL CORP Technology 2,692.0 $475K 0.01% +125.0 +4.9% $176.32 -9.9%
Page 5 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%