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Portfolio (Quarterly) Guide ↗

Annex Advisory Services, LLC

· CIK 0001542287
13F Portfolio $5.3B AUM 375 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 39 New 109 Added 172 Reduced 21 Exited
Page 2 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 53,111.0 $17.9M 0.34% -4K -7.1% $337.95 +36.7%
22 MFS ACTIVE EXCHANGE TRADED F 587,778.0 $17.5M 0.33% -2.4M -80.4% $29.72
23 WEC WEC ENERGY GROUP INC Utilities 111,840.0 $12.9M 0.24% -2K -2.0% $115.77 -3.1%
24 ABBV ABBVIE INC Healthcare 55,040.0 $12.0M 0.22% -5K -8.9% $217.49 -0.5%
25 IWL ISHARES TR 74,071.0 $11.9M 0.22% -2K -2.3% $160.48 +15.3%
26 AVDV AMERICAN CENTY ETF TR 112,052.0 $11.2M 0.21% -353K -75.9% $99.86 +6.9%
27 WMB WILLIAMS COS INC Energy 142,708.0 $10.4M 0.20% -94K -39.6% $72.78 +0.5%
28 DYNF BLACKROCK ETF TRUST 148,308.0 $8.6M 0.16% -1.1M -87.9% $58.18 +16.4%
29 RSP INVESCO EXCHANGE TRADED FD T 44,338.0 $8.5M 0.16% -1K -2.6% $191.92 +9.4%
30 VLO VALERO ENERGY CORP Energy 33,465.0 $8.3M 0.15% -13K -27.4% $247.08 -4.4%
31 SPY STATE STR SPDR S&P 500 ETF T Financial Services 12,128.0 $7.9M 0.15% -269.0 -2.2% $650.32 +14.8%
32 CTAS CINTAS CORP Industrials 43,352.0 $7.3M 0.14% -64K -59.6% $169.14 +1.0%
33 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 96,634.0 $7.0M 0.13% -27K -21.6% $72.46 +26.1%
34 QUAL ISHARES TR 35,482.0 $6.8M 0.13% -2K -4.7% $191.81 +12.6%
35 VB VANGUARD INDEX FDS 25,657.0 $6.7M 0.13% -3K -10.0% $261.92 +13.2%
36 GSY INVESCO ACTIVELY MANAGED EXC 129,048.0 $6.5M 0.12% -1.4M -91.7% $50.12 +0.3%
37 IVV ISHARES TR 9,600.0 $6.3M 0.12% -331.0 -3.3% $653.18 +14.8%
38 VFH VANGUARD WORLD FD 51,646.0 $6.2M 0.12% -1K -2.0% $120.81 +8.8%
39 SCHD SCHWAB STRATEGIC TR 200,364.0 $6.1M 0.12% -112K -35.9% $30.68 +3.8%
40 AMAT APPLIED MATLS INC Technology 16,821.0 $5.7M 0.11% -1K -6.4% $341.78 +80.6%
Page 2 of 9  ·  172 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 30.1%
Financial Services 14.0%
Communication Services 13.0%
Consumer Cyclical 12.6%
Healthcare 8.4%
Energy 6.5%
Industrials 4.4%
Consumer Defensive 3.7%
Basic Materials 3.6%
Utilities 3.5%