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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 2 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ROBO EXCHANGE TRADED CONCEPTS TRU 399,979.0 $34.3M 0.58% -341K -46.0% $85.66 -5.8%
22 SPYG SPDR SERIES TRUST 206,823.0 $24.6M 0.42% -5K -2.2% $118.99 +0.8%
23 LMAT LEMAITRE VASCULAR INC Healthcare 248,253.0 $23.8M 0.41% -2K -0.9% $95.96 -17.0%
24 CVX CHEVRON CORPORATION Energy 142,201.0 $23.6M 0.40% -2K -1.7% $165.76 +21.1%
25 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 48,397.0 $23.1M 0.40% -5K -8.9% $477.57 -12.9%
26 BBLU EA SERIES TRUST 1,389,231.0 $22.9M 0.39% -22K -1.6% $16.50 +5.5%
27 SPTM SPDR SERIES TRUST 239,129.0 $21.7M 0.37% -1K -0.5% $90.79 +2.2%
28 VIG VANGUARD SPECIALIZED FUNDS 84,964.0 $20.1M 0.34% -2K -1.9% $236.62 +3.2%
29 DBEF DBX ETF TR 345,799.0 $18.9M 0.32% -9K -2.5% $54.63 +2.7%
30 MGV VANGUARD WORLD FD 109,313.0 $17.9M 0.30% -2K -1.9% $163.45 +3.0%
31 JPM JPMORGAN CHASE & CO Financial Services 51,318.0 $16.8M 0.29% -969.0 -1.9% $327.33 +8.7%
32 IOO ISHARES TR 115,451.0 $15.8M 0.27% -1.2M -90.9% $136.60 +5.1%
33 IWL ISHARES TR 73,569.0 $13.6M 0.23% -502.0 -0.7% $184.95 +2.3%
34 ABBV ABBVIE INC Healthcare 54,007.0 $13.6M 0.23% -1K -1.9% $251.64 +5.6%
35 XLP SELECT SECTOR SPDR TR 145,280.0 $12.1M 0.21% -5K -3.2% $83.07 +4.1%
36 AVDV AMERICAN CENTY ETF TR 109,690.0 $11.3M 0.19% -2K -2.1% $103.05 +9.1%
37 AMAT APPLIED MATLS INC Technology 15,145.0 $10.9M 0.19% -2K -10.0% $723.00 -33.9%
38 ETN EATON CORP PLC Industrials 25,593.0 $10.9M 0.19% -6K -19.3% $426.12 -3.6%
39 GS GOLDMAN SACHS GROUP INC Financial Services 10,236.0 $10.4M 0.18% -2K -16.7% $1011.35 +4.3%
40 DYNF BLACKROCK ETF TRUST 141,133.0 $9.6M 0.16% -7K -4.8% $68.01 +1.4%
Page 2 of 9  ·  168 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%