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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 11 of 19  ·  375 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 NFLX NETFLIX INC. Communication Services 8,808.0 $847K 0.02% +493.0 +5.9% $96.15 -19.5%
202 IWP ISHARES TR 6,605.0 $846K 0.02% +135.0 +2.1% $128.12 +10.8%
203 JEPQ J P MORGAN EXCHANGE TRADED F 15,205.0 $844K 0.02% -2K -13.2% $55.52 +10.5%
204 ZROZ PIMCO ETF TR 12,416.0 $795K 0.01% -931K -98.7% $64.01 +1.3%
205 JAAA JANUS DETROIT STR TR 15,778.0 $795K 0.01% -1K -6.9% $50.37 +0.5%
206 SMH VANECK ETF TRUST 1,970.0 $755K 0.01% $383.39 +72.1%
207 MDLZ MONDELEZ INTL INC Consumer Defensive 13,067.0 $753K 0.01% -173.0 -1.3% $57.64 +4.3%
208 KO COCA COLA CO Consumer Defensive 9,835.0 $748K 0.01% +316.0 +3.3% $76.06 +4.4%
209 SOXX ISHARES TR 2,195.0 $721K 0.01% +55.0 +2.6% $328.60 +94.6%
210 RBRK RUBRIK INC. Technology 14,549.0 $712K 0.01% -471K -97.0% $48.97 +43.4%
211 LNT ALLIANT ENERGY CORP Utilities 9,897.0 $710K 0.01% -525.0 -5.0% $71.76 +1.7%
212 VEU VANGUARD INTL EQUITY INDEX F 9,456.0 $710K 0.01% -2K -16.2% $75.10 +13.1%
213 MUB ISHARES TR 6,637.0 $705K 0.01% -93.0 -1.4% $106.15 +1.1%
214 WLDN WILLDAN GROUP INC Industrials 9,134.0 $699K 0.01% NEW $76.56 +16.2%
215 SCHG SCHWAB STRATEGIC TR 23,863.0 $695K 0.01% $29.13 +16.4%
216 GNRC GENERAC HLDGS INC Industrials 3,551.0 $694K 0.01% -4K -50.6% $195.33 +42.9%
217 IUSG ISHARES TR 4,275.0 $663K 0.01% $155.11 +21.6%
218 CVNA CARVANA CO Consumer Cyclical 2,104.0 $661K 0.01% +96.0 +4.8% $314.38 -78.8%
219 PSX PHILLIPS 66 Energy 3,610.0 $658K 0.01% -566.0 -13.6% $182.17 -8.8%
220 VO VANGUARD INDEX FDS 2,256.0 $648K 0.01% -31.0 -1.4% $287.22 -72.1%
Page 11 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%