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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 4 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPSM SPDR SERIES TRUST 65,272.0 $3.8M 0.06% -1K -1.6% $57.67 -1.1%
62 DCO DUCOMMUN INC DEL Industrials 19,658.0 $3.6M 0.06% -828.0 -4.0% $185.21 -2.1%
63 ABT ABBOTT LABORATORIES Healthcare 38,737.0 $3.5M 0.06% -3K -7.0% $90.74 +28.0%
64 BERKSHIRE HATHAWAY INC DEL 6,842.0 $3.4M 0.06% -2K -20.3% $500.39
65 VFLO VICTORY PORTFOLIOS II 72,965.0 $3.3M 0.06% -455K -86.2% $45.75 +20.5%
66 NOK NOKIA CORP Technology 246,742.0 $3.3M 0.06% -161K -39.5% $13.28 -22.1%
67 T AT&T INC Communication Services 155,474.0 $3.2M 0.06% -3K -2.1% $20.70 +24.5%
68 VICTORY PORTFOLIOS II 87,997.0 $3.0M 0.05% -1.3M -93.4% $34.28
69 GRIN VICTORY PORTFOLIOS II 85,428.0 $2.9M 0.05% -6K -6.3% $33.76 +2.2%
70 FCFS FIRSTCASH HOLDINGS INC Financial Services 12,925.0 $2.8M 0.05% -215.0 -1.6% $216.32 +6.1%
71 MAMA MAMAS CREATIONS INC Consumer Defensive 153,726.0 $2.7M 0.05% -87K -36.2% $17.85 -6.8%
72 DGII DIGI INTL INC Technology 36,360.0 $2.7M 0.05% -642.0 -1.7% $74.95 +1.3%
73 QLTY GMO ETF TRUST 64,292.0 $2.7M 0.05% -832K -92.8% $41.62 +3.8%
74 ORCL ORACLE CORP Technology 16,140.0 $2.4M 0.04% -6K -26.1% $146.55 -1.3%
75 ZETA ZETA GLOBAL HOLDINGS CORP Technology 119,320.0 $2.3M 0.04% -55K -31.6% $19.68 +41.7%
76 LYTS LSI INDS INC OHIO Technology 87,527.0 $2.3M 0.04% -3K -3.6% $26.58 -22.3%
77 LIN LINDE PLC Basic Materials 4,436.0 $2.3M 0.04% -1K -20.4% $518.91 -6.1%
78 OSCR OSCAR HEALTH INC Healthcare 74,283.0 $2.1M 0.04% -92K -55.4% $28.52 +8.5%
79 WMT WALMART INC Consumer Defensive 17,303.0 $2.0M 0.03% -244.0 -1.4% $113.26 -7.0%
80 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 14,682.0 $1.9M 0.03% -458.0 -3.0% $131.61 -6.0%
Page 4 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%