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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 12 of 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CVNA CARVANA CO Consumer Cyclical 10,643.0 $701K 0.01% +9K +405.9% $65.82 +12.3%
222 IWS ISHARES TR 4,226.0 $696K 0.01% $164.59 +4.5%
223 CAH CARDINAL HEALTH INC Healthcare 2,870.0 $682K 0.01% +178.0 +6.6% $237.56 +0.2%
224 MUB ISHARES TR 6,313.0 $679K 0.01% -324.0 -4.9% $107.62 -2.0%
225 BMO BANK MONTREAL MEDIUM Financial Services 3,836.0 $678K 0.01% -89.0 -2.3% $176.70 -2.1%
226 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,947.0 $660K 0.01% +111.0 +3.9% $223.92 +26.0%
227 SCHB SCHWAB STRATEGIC TR 22,758.0 $659K 0.01% $28.96 +2.1%
228 ISHARES TR 13,238.0 $656K 0.01% -143.0 -1.1% $49.55
229 CWB SPDR SERIES TRUST 6,020.0 $649K 0.01% $107.82 -3.9%
230 IWM ISHARES TR 2,125.0 $639K 0.01% +1K +126.8% $300.52 -0.7%
231 AXP AMERICAN EXPRESS CO Financial Services 1,885.0 $638K 0.01% $338.22 -0.8%
232 NFLX NETFLIX INC. Communication Services 8,888.0 $635K 0.01% +80.0 +0.9% $71.40 +14.3%
233 MRK MERCK & CO INC Healthcare 4,837.0 $622K 0.01% -250.0 -4.9% $128.49 +19.8%
234 ITW ILLINOIS TOOL WKS INC Industrials 2,295.0 $621K 0.01% +65.0 +2.9% $270.48 +5.4%
235 FEX FIRST TR EXCHANGE-TRADED ALP 4,415.0 $618K 0.01% +515.0 +13.2% $139.87 +0.1%
236 IUSV ISHARES TR 5,583.0 $615K 0.01% $110.15 +4.6%
237 F FORD MTR CO Consumer Cyclical 44,042.0 $612K 0.01% -5K -9.4% $13.90 -0.3%
238 WFC WELLS FARGO & CO Financial Services 7,330.0 $606K 0.01% -554.0 -7.0% $82.64 +3.3%
239 FAST FASTENAL CO Industrials 12,520.0 $601K 0.01% +128.0 +1.0% $48.03 +6.7%
240 DHI D R HORTON INC Consumer Cyclical 3,642.0 $593K 0.01% -469.0 -11.4% $162.87 -8.1%
Page 12 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%