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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 10 of 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VPG VISHAY PRECISION GROUP INC Technology 8,809.0 $1.3M 0.02% -14K -62.1% $149.91 -56.9%
182 SMH VANECK ETF TRUST 2,009.0 $1.3M 0.02% +39.0 +2.0% $655.87 -15.5%
183 FIS FIDELITY NATL INFORMATION SV Technology 33,359.0 $1.3M 0.02% -3K -7.4% $38.88 +3.8%
184 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 29,257.0 $1.3M 0.02% -707.0 -2.4% $42.77 -48.4%
185 VZ VERIZON COMMUNICATIONS INC Communication Services 29,046.0 $1.2M 0.02% -468.0 -1.6% $42.34 +18.7%
186 AMD ADVANCED MICRO DEVICES INC Technology 1,991.0 $1.2M 0.02% +439.0 +28.3% $580.91 -17.0%
187 BCPC BALCHEM CORP Basic Materials 6,806.0 $1.1M 0.02% -222.0 -3.2% $168.95 +6.0%
188 AVUV AMERICAN CENTY ETF TR 8,917.0 $1.1M 0.02% -257.0 -2.8% $124.76 +0.7%
189 BFC BANK FIRST CORP Financial Services 7,492.0 $1.1M 0.02% NEW $148.35 +3.0%
190 MCD MCDONALDS CORP Consumer Cyclical 4,031.0 $1.1M 0.02% -216.0 -5.1% $270.28 -1.4%
191 IWD ISHARES TR 4,302.0 $1.0M 0.02% -146.0 -3.3% $242.40 +6.6%
192 UNP UNION PAC CORP Industrials 3,827.0 $1.0M 0.02% -1K -24.2% $271.98 +15.0%
193 SFM SPROUTS FMRS MKT INC Consumer Defensive 11,963.0 $1.0M 0.02% -1K -8.4% $84.58 +0.4%
194 BA BOEING CO Industrials 4,594.0 $994K 0.02% -200.0 -4.2% $216.47 -2.2%
195 IWP ISHARES TR 6,696.0 $980K 0.02% +91.0 +1.4% $146.41 -2.7%
196 GNRC GENERAC HLDGS INC Industrials 3,307.0 $968K 0.02% -244.0 -6.9% $292.81 -28.7%
197 AME AMETEK INC Industrials 3,974.0 $961K 0.02% -285.0 -6.7% $241.94 +1.6%
198 IWB ISHARES TR 2,346.0 $961K 0.02% -158.0 -6.3% $409.50 +2.4%
199 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 983.0 $949K 0.02% $965.14 -12.7%
200 INTC INTEL CORP Technology 6,781.0 $947K 0.02% -56K -89.3% $139.63 -37.6%
Page 10 of 18  ·  356 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%