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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 13 of 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 IVW ISHARES TR 4,312.0 $593K 0.01% -858.0 -16.6% $137.53 +0.9%
242 WDAY WORKDAY INC Technology 4,826.0 $591K 0.01% NEW $122.42 +58.8%
243 J P MORGAN EXCHANGE TRADED F 8,075.0 $584K 0.01% -374.0 -4.4% $72.28
244 OSEA HARBOR ETF TRUST 19,067.0 $582K 0.01% -36K -65.7% $30.54 +1.2%
245 CRM SALESFORCE INC Technology 3,664.0 $574K 0.01% -61K -94.4% $156.65 +31.3%
246 DOV DOVER CORP Industrials 2,463.0 $552K 0.01% -24.0 -1.0% $224.24 -9.9%
247 COIN COINBASE GLOBAL INC Financial Services 3,752.0 $549K 0.01% NEW $146.19 +28.0%
248 ANET ARISTA NETWORKS INC Technology 3,226.0 $548K 0.01% +48.0 +1.5% $169.88 +12.4%
249 CRWD CROWDSTRIKE HLDGS INC Technology 704.0 $537K 0.01% +157.0 +28.7% $190.82 -2.9%
250 QCOM QUALCOMM INC Technology 2,871.0 $530K 0.01% -16K -85.0% $184.76 -13.1%
251 CL COLGATE PALMOLIVE CO Consumer Defensive 5,761.0 $528K 0.01% -2K -23.0% $91.67 -0.4%
252 LRCX LAM RESEARCH CORP Technology 1,215.0 $526K 0.01% +93.0 +8.3% $433.17 -27.4%
253 SYK STRYKER CORPORATION Healthcare 1,671.0 $526K 0.01% $314.88 +5.0%
254 FISV FISERV INC Technology 10,708.0 $525K 0.01% -642.0 -5.7% $49.05 +6.9%
255 NVT NVENT ELEC PLC Industrials 3,084.0 $523K 0.01% -86.0 -2.7% $169.61 -10.7%
256 RTX RTX CORPORATION Industrials 2,666.0 $506K 0.01% -416.0 -13.5% $189.75 +10.8%
257 MPC MARATHON PETE CORP Energy 1,977.0 $505K 0.01% $255.69 +38.8%
258 KSS KOHLS CORP Consumer Cyclical 27,990.0 $496K 0.01% NEW $17.72 -0.3%
259 GRID FIRST TR EXCHANGE-TRADED FD 2,579.0 $494K 0.01% +793.0 +44.4% $191.72 -6.4%
260 ILCG ISHARES TR 4,178.0 $489K 0.01% $117.01 -2.3%
Page 13 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%