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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 7 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 J P MORGAN EXCHANGE TRADED F 8,075.0 $584K 0.01% -374.0 -4.4% $72.28
122 OSEA HARBOR ETF TRUST 19,067.0 $582K 0.01% -36K -65.7% $30.54 +1.2%
123 CRM SALESFORCE INC Technology 3,664.0 $574K 0.01% -61K -94.4% $156.65 +31.3%
124 DOV DOVER CORP Industrials 2,463.0 $552K 0.01% -24.0 -1.0% $224.24 -9.9%
125 QCOM QUALCOMM INC Technology 2,871.0 $530K 0.01% -16K -85.0% $184.76 -13.1%
126 CL COLGATE PALMOLIVE CO Consumer Defensive 5,761.0 $528K 0.01% -2K -23.0% $91.67 -0.4%
127 FISV FISERV INC Technology 10,708.0 $525K 0.01% -642.0 -5.7% $49.05 +6.9%
128 NVT NVENT ELEC PLC Industrials 3,084.0 $523K 0.01% -86.0 -2.7% $169.61 -10.7%
129 RTX RTX CORPORATION Industrials 2,666.0 $506K 0.01% -416.0 -13.5% $189.75 +10.8%
130 GLDM WORLD GOLD TR Financial Services 6,126.0 $487K 0.01% -220.0 -3.5% $79.42 +16.3%
131 PSX PHILLIPS 66 Energy 2,877.0 $486K 0.01% -733.0 -20.3% $169.05 +40.1%
132 IBM INTERNATIONAL BUSINESS MACHS Technology 1,721.0 $484K 0.01% -8K -82.9% $281.18 -16.7%
133 SO SOUTHERN CO Utilities 5,055.0 $484K 0.01% -82.0 -1.6% $95.72 -6.0%
134 XLE SELECT SECTOR SPDR TR 8,936.0 $475K 0.01% -45.0 -0.5% $53.11 +16.9%
135 UPS UNITED PARCEL SVCS INC Industrials 3,966.0 $426K 0.01% -191.0 -4.6% $107.50 -2.2%
136 IDV ISHARES TR 10,143.0 $420K 0.01% -2K -17.1% $41.43 +9.0%
137 SPDW SPDR INDEX SHS FDS 7,908.0 $398K 0.01% -60.0 -0.8% $50.39 +3.8%
138 ALL ALLSTATE CORP Financial Services 1,652.0 $393K 0.01% -1K -46.3% $237.94 +8.3%
139 XLI SELECT SECTOR SPDR TR 2,103.0 $390K 0.01% -220.0 -9.5% $185.23 -3.7%
140 USFR WISDOMTREE TR 7,685.0 $387K 0.01% -3K -28.8% $50.35 +0.3%
Page 7 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%