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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 13 of 19  ·  375 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VTV VANGUARD INDEX FDS 2,886.0 $566K 0.01% -38.0 -1.3% $196.22 +10.3%
242 DHI D R HORTON INC Consumer Cyclical 4,111.0 $564K 0.01% -182.0 -4.2% $137.22 +15.0%
243 APP APPLOVIN CORP Technology 1,410.0 $561K 0.01% +1K +247.3% $398.00 +18.0%
244 F FORD MTR CO Consumer Cyclical 48,603.0 $561K 0.01% +1K +2.2% $11.54 +21.8%
245 XLE SELECT SECTOR SPDR TR 8,981.0 $550K 0.01% -449.0 -4.8% $61.26 -12.2%
246 CWB SPDR SERIES TRUST 5,998.0 $549K 0.01% $91.52 +20.8%
247 SYK STRYKER CORPORATION Healthcare 1,664.0 $547K 0.01% -581.0 -25.9% $328.53 -6.3%
248 USFR WISDOMTREE TR 10,791.0 $543K 0.01% -3K -22.6% $50.34 +0.2%
249 INTU INTUIT Technology 1,256.0 $543K 0.01% NEW $432.38 -38.2%
250 NOBL PROSHARES TR 5,075.0 $538K 0.01% -634.0 -11.1% $106.01 -48.2%
251 AGNC AGNC INVT CORP Real Estate 53,500.0 $537K 0.01% $10.03 +3.5%
252 BMO BANK MONTREAL MEDIUM Financial Services 3,925.0 $531K 0.01% +221.0 +6.0% $135.36 +26.2%
253 IDV ISHARES TR 12,234.0 $521K 0.01% -3K -17.6% $42.56 -1.0%
254 DOV DOVER CORP Industrials 2,487.0 $519K 0.01% -481.0 -16.2% $208.51 +7.2%
255 J P MORGAN EXCHANGE TRADED F 8,449.0 $518K 0.01% -635.0 -7.0% $61.32
256 BX BLACKSTONE INC Financial Services 4,342.0 $499K 0.01% -195.0 -4.3% $114.98 +7.7%
257 SO SOUTHERN CO Utilities 5,137.0 $496K 0.01% -42K -89.1% $96.52 -3.6%
258 MPC MARATHON PETE CORP Energy 1,986.0 $485K 0.01% +21.0 +1.1% $244.28 -0.6%
259 ROK ROCKWELL AUTOMATION INC Industrials 1,330.0 $477K 0.01% -20.0 -1.5% $358.97 +32.0%
260 FEX FIRST TR EXCHANGE-TRADED ALP 3,900.0 $476K 0.01% $121.93 +13.1%
Page 13 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%