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Portfolio (Quarterly) Guide ↗

Annex Advisory Services, LLC

· CIK 0001542287
13F Portfolio $5.3B AUM 375 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 39 New 109 Added 172 Reduced 21 Exited
Page 10 of 19  ·  375 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BCPC BALCHEM CORP Basic Materials 7,028.0 $1.2M 0.02% -263.0 -3.6% $169.48 -2.1%
182 TRNS TRANSCAT INC Industrials 16,070.0 $1.2M 0.02% -1K -6.5% $73.45 +26.5%
183 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 29,964.0 $1.1M 0.02% -900.0 -2.9% $36.10 +11.8%
184 AVUV AMERICAN CENTY ETF TR 9,174.0 $1.0M 0.02% -759.0 -7.6% $110.47 +10.4%
185 VPG VISHAY PRECISION GROUP INC Technology 23,259.0 $1.0M 0.02% -27K -53.7% $43.42 +225.5%
186 SFM SPROUTS FMRS MKT INC Consumer Defensive 13,056.0 $1.0M 0.02% -13K -50.4% $77.13 +4.4%
187 XMTR XOMETRY INC Industrials 24,138.0 $986K 0.02% +15K +152.0% $40.84 +128.4%
188 PEP PEPSICO INC Consumer Defensive 6,293.0 $977K 0.02% -240.0 -3.7% $155.29 -8.5%
189 FDX FEDEX CORP Industrials 2,717.0 $968K 0.02% $356.15 -8.4%
190 BA BOEING CO Industrials 4,794.0 $954K 0.02% +126.0 +2.7% $199.03 +11.9%
191 IWD ISHARES TR 4,448.0 $950K 0.02% -312.0 -6.5% $213.69 +13.3%
192 GLD SPDR GOLD TR Financial Services 2,159.0 $929K 0.02% $430.29 -10.0%
193 MA MASTERCARD INCORPORATED Financial Services 1,855.0 $927K 0.02% -16.0 -0.9% $499.90 -2.0%
194 CAT CATERPILLAR INC Industrials 1,297.0 $919K 0.02% +165.0 +14.6% $708.50 +39.1%
195 VEA VANGUARD TAX-MANAGED FDS 14,316.0 $917K 0.02% +966.0 +7.2% $64.08 +12.8%
196 GEV GE VERNOVA INC Utilities 1,049.0 $915K 0.02% -108.0 -9.3% $872.56 +27.2%
197 AME AMETEK INC Industrials 4,259.0 $913K 0.02% -205.0 -4.6% $214.36 +10.8%
198 CLS CELESTICA INC Technology 3,203.0 $902K 0.02% $281.68 +32.3%
199 IWB ISHARES TR 2,504.0 $893K 0.02% -7K -74.5% $356.56 +14.5%
200 TRV TRAVELERS COMPANIES INC Financial Services 2,947.0 $860K 0.02% -24.0 -0.8% $291.69 +5.5%
Page 10 of 19  ·  375 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 30.1%
Financial Services 14.0%
Communication Services 13.0%
Consumer Cyclical 12.6%
Healthcare 8.4%
Energy 6.5%
Industrials 4.4%
Consumer Defensive 3.7%
Basic Materials 3.6%
Utilities 3.5%