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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 3 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 T AT&T INC Communication Services 158,747.0 $4.6M 0.09% -851.0 -0.5% $28.99 -24.1%
42 WM WASTE MGMT INC DEL Industrials 19,946.0 $4.6M 0.09% -6K -24.4% $229.79 -6.6%
43 ABT ABBOTT LABORATORIES Healthcare 41,639.0 $4.3M 0.08% -45K -52.1% $102.67 -13.9%
44 ACWV ISHARES INC 35,462.0 $4.2M 0.08% -14K -28.8% $119.51 -0.2%
45 CVE CENOVUS ENERGY INC Energy 146,567.0 $3.9M 0.07% -21K -12.8% $26.53 -5.2%
46 IWF ISHARES TR 8,812.0 $3.8M 0.07% -453.0 -4.9% $426.42 -71.1%
47 MAMA MAMAS CREATIONS INC Consumer Defensive 240,814.0 $3.7M 0.07% -57K -19.1% $15.34 +15.8%
48 IESC IES HOLDINGS INC Industrials 7,655.0 $3.6M 0.07% -289.0 -3.6% $476.47 +49.5%
49 BRC BRADY CORP Industrials 44,701.0 $3.6M 0.07% -2K -3.4% $81.24 +5.0%
50 LLY ELI LILLY & CO Healthcare 3,775.0 $3.5M 0.07% -229.0 -5.7% $919.87 +19.4%
51 AEM AGNICO EAGLE MINES LTD Basic Materials 17,012.0 $3.5M 0.07% -3K -16.7% $202.98 -17.9%
52 IJR ISHARES TR 27,430.0 $3.4M 0.06% -7K -20.2% $124.31 +15.2%
53 XOM EXXON MOBIL CORP Energy 20,086.0 $3.4M 0.06% -288.0 -1.4% $169.66 -18.8%
54 ORCL ORACLE CORP Technology 21,839.0 $3.2M 0.06% -230K -91.3% $147.11 +25.3%
55 SPSM SPDR SERIES TRUST 66,334.0 $3.2M 0.06% -3K -4.5% $48.32 +15.6%
56 ZETA ZETA GLOBAL HOLDINGS CORP Technology 174,502.0 $2.8M 0.05% -1.9M -91.6% $15.92 +18.7%
57 LIN LINDE PLC Basic Materials 5,572.0 $2.8M 0.05% -2K -22.4% $495.73 +3.3%
58 SPYM SPDR SERIES TRUST 35,584.0 $2.7M 0.05% -3K -6.9% $76.54 +14.8%
59 GRIN VICTORY PORTFOLIOS II 91,209.0 $2.5M 0.05% -2.1M -95.8% $27.62 +24.0%
60 DCO DUCOMMUN INC DEL Industrials 20,486.0 $2.5M 0.05% -4K -17.5% $122.00 +34.5%
Page 3 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%