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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 3 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WMB WILLIAMS COS INC Energy 129,078.0 $9.6M 0.16% -14K -9.6% $74.34 -4.4%
42 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 88,885.0 $8.5M 0.15% -8K -8.0% $96.12 -49.3%
43 VLO VALERO ENERGY CORP Energy 30,652.0 $8.0M 0.14% -3K -8.4% $260.44 +30.7%
44 VB VANGUARD INDEX FDS 25,011.0 $7.6M 0.13% -646.0 -2.5% $303.12 -0.0%
45 JNJ JOHNSON & JOHNSON Healthcare 28,619.0 $7.3M 0.12% -5K -15.9% $253.97 +7.5%
46 XLV SELECT SECTOR SPDR TR 44,670.0 $7.1M 0.12% -2K -3.9% $158.66 +10.5%
47 VFH VANGUARD WORLD FD 51,200.0 $6.7M 0.12% -446.0 -0.9% $131.60 +8.2%
48 CTAS CINTAS CORP Industrials 37,816.0 $6.4M 0.11% -6K -12.8% $170.08 +20.4%
49 MRVL MARVELL TECHNOLOGY INC Technology 21,065.0 $6.3M 0.11% -36K -62.9% $297.90 -19.3%
50 MU MICRON TECHNOLOGY INC Technology 5,304.0 $6.1M 0.10% -8K -58.8% $1154.21 -19.2%
51 SCHD SCHWAB STRATEGIC TR 182,569.0 $5.8M 0.10% -18K -8.9% $31.71 +10.7%
52 QUAL ISHARES TR 23,226.0 $5.1M 0.09% -12K -34.5% $219.43 +2.1%
53 GSY INVESCO ACTIVELY MANAGED EXC 100,737.0 $5.1M 0.09% -28K -21.9% $50.15 -0.0%
54 CSCO CISCO SYS INC Technology 41,457.0 $4.9M 0.08% -12K -21.7% $117.46 -5.4%
55 AMGN AMGEN INC Healthcare 12,459.0 $4.5M 0.08% -529.0 -4.1% $362.12 +22.1%
56 C CITIGROUP INC Financial Services 31,285.0 $4.4M 0.07% -2K -4.8% $139.96 -4.8%
57 IESC IES HOLDINGS INC Industrials 5,492.0 $4.0M 0.07% -2K -28.3% $734.66 -57.4%
58 GOOG ALPHABET INC 10,991.0 $3.9M 0.07% -331.0 -2.9% $353.33
59 GHM GRAHAM CORP Industrials 31,160.0 $3.9M 0.07% -377.0 -1.2% $123.79 -24.7%
60 MFS ACTIVE EXCHANGE TRADED F 115,988.0 $3.8M 0.06% -472K -80.3% $32.48
Page 3 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%