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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 6 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SFM SPROUTS FMRS MKT INC Consumer Defensive 11,963.0 $1.0M 0.02% -1K -8.4% $84.58 +1.6%
102 BA BOEING CO Industrials 4,594.0 $994K 0.02% -200.0 -4.2% $216.47 -2.5%
103 GNRC GENERAC HLDGS INC Industrials 3,307.0 $968K 0.02% -244.0 -6.9% $292.81 -31.1%
104 AME AMETEK INC Industrials 3,974.0 $961K 0.02% -285.0 -6.7% $241.94 -0.1%
105 IWB ISHARES TR 2,346.0 $961K 0.02% -158.0 -6.3% $409.50 +2.5%
106 INTC INTEL CORP Technology 6,781.0 $947K 0.02% -56K -89.3% $139.63 -37.3%
107 MA MASTERCARD INCORPORATED Financial Services 1,836.0 $943K 0.02% -19.0 -1.0% $513.41 +16.7%
108 VEA VANGUARD TAX-MANAGED FDS 12,991.0 $926K 0.02% -1K -9.3% $71.25 +3.6%
109 MELI MERCADOLIBRE INC Consumer Cyclical 465.0 $789K 0.01% -20K -97.7% $1697.39 +17.7%
110 FALN ISHARES TR 27,476.0 $748K 0.01% -3.0M -99.1% $27.24 -0.5%
111 MDLZ MONDELEZ INTL INC Consumer Defensive 12,931.0 $748K 0.01% -136.0 -1.0% $57.84 +8.9%
112 JAAA JANUS DETROIT STR TR 14,769.0 $746K 0.01% -1K -6.4% $50.49 +0.4%
113 MUB ISHARES TR 6,313.0 $679K 0.01% -324.0 -4.9% $107.62 -1.9%
114 BMO BANK MONTREAL MEDIUM Financial Services 3,836.0 $678K 0.01% -89.0 -2.3% $176.70 -1.8%
115 ISHARES TR 13,238.0 $656K 0.01% -143.0 -1.1% $49.55
116 MRK MERCK & CO INC Healthcare 4,837.0 $622K 0.01% -250.0 -4.9% $128.49 +21.7%
117 F FORD MTR CO Consumer Cyclical 44,042.0 $612K 0.01% -5K -9.4% $13.90 +0.4%
118 WFC WELLS FARGO & CO Financial Services 7,330.0 $606K 0.01% -554.0 -7.0% $82.64 +2.6%
119 DHI D R HORTON INC Consumer Cyclical 3,642.0 $593K 0.01% -469.0 -11.4% $162.87 -7.4%
120 IVW ISHARES TR 4,312.0 $593K 0.01% -858.0 -16.6% $137.53 +0.9%
Page 6 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%