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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 11 of 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MA MASTERCARD INCORPORATED Financial Services 1,836.0 $943K 0.02% -19.0 -1.0% $513.41 +16.4%
202 VEA VANGUARD TAX-MANAGED FDS 12,991.0 $926K 0.02% -1K -9.3% $71.25 +3.2%
203 ROK ROCKWELL AUTOMATION INC Industrials 1,861.0 $922K 0.02% +531.0 +39.9% $495.20 -12.9%
204 PEP PEPSICO INC Consumer Defensive 6,451.0 $873K 0.01% +158.0 +2.5% $135.39 +5.1%
205 VEU VANGUARD INTL EQUITY INDEX F 10,426.0 $873K 0.01% +970.0 +10.3% $83.75 +2.5%
206 FDX FEDEX CORP Industrials 2,740.0 $858K 0.01% +23.0 +0.8% $313.15 +8.2%
207 KO COCA COLA CO Consumer Defensive 10,505.0 $854K 0.01% +670.0 +6.8% $81.28 +11.4%
208 SCHG SCHWAB STRATEGIC TR 24,782.0 $839K 0.01% +919.0 +3.9% $33.84 +4.1%
209 GLD SPDR GOLD TR Financial Services 2,228.0 $821K 0.01% +69.0 +3.2% $368.38 +14.4%
210 IUSG ISHARES TR 4,338.0 $816K 0.01% +63.0 +1.5% $188.09 +0.6%
211 JCI JOHNSON CONTROLS INTERNATION Industrials 5,546.0 $810K 0.01% +2K +57.9% $146.12 -1.2%
212 VTV VANGUARD INDEX FDS 3,670.0 $800K 0.01% +784.0 +27.2% $217.97 +4.1%
213 MELI MERCADOLIBRE INC Consumer Cyclical 465.0 $789K 0.01% -20K -97.7% $1697.39 +15.4%
214 LNT ALLIANT ENERGY CORP Utilities 10,112.0 $771K 0.01% +215.0 +2.2% $76.29 -9.6%
215 VO VANGUARD INDEX FDS 9,375.0 $755K 0.01% +7K +315.6% $80.57 +3.1%
216 FALN ISHARES TR 27,476.0 $748K 0.01% -3.0M -99.1% $27.24 -0.6%
217 MDLZ MONDELEZ INTL INC Consumer Defensive 12,931.0 $748K 0.01% -136.0 -1.0% $57.84 +8.9%
218 JAAA JANUS DETROIT STR TR 14,769.0 $746K 0.01% -1K -6.4% $50.49 +0.4%
219 CVS CVS HEALTH CORP Healthcare 6,867.0 $710K 0.01% +368.0 +5.7% $103.45 -8.7%
220 KMB KIMBERLY-CLARK CORP Consumer Defensive 6,408.0 $703K 0.01% +44.0 +0.7% $109.77 +0.6%
Page 11 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%