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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 9 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DGRO ISHARES TR 2,994.0 $227K 0.00% -653.0 -17.9% $75.79 +5.3%
162 ZROZ PIMCO ETF TR 3,474.0 $223K 0.00% -9K -72.0% $64.10 -6.7%
163 EMR EMERSON ELEC CO Industrials 1,520.0 $218K 0.00% -281.0 -15.6% $143.17 +8.2%
164 TJX TJX COS INC NEW Consumer Cyclical 1,401.0 $212K 0.00% -218.0 -13.5% $151.49 -7.9%
165 AGG ISHARES TR 2,139.0 $212K 0.00% -352.0 -14.1% $98.98 -1.0%
166 DUK DUKE ENERGY CORP NEW Utilities 1,656.0 $210K 0.00% -149.0 -8.2% $126.58 -3.9%
167 VTEB VANGUARD MUN BD FDS 4,014.0 $203K 0.00% -611.0 -13.2% $50.58 -2.0%
168 AGNC AGNC INVT CORP Real Estate 12,838.0 $140K 0.00% -41K -76.0% $10.90 +0.1%
Page 9 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%