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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 14 of 19  ·  375 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CVS CVS HEALTH CORP Healthcare 6,499.0 $467K 0.01% -904.0 -12.2% $71.83 +36.9%
262 JCI JOHNSON CONTROLS INTERNATION Industrials 3,513.0 $460K 0.01% $130.94 +10.6%
263 NOC NORTHROP GRUMMAN CORP Industrials 671.0 $458K 0.01% -4.0 -0.6% $682.47 -23.6%
264 LOW LOWES COS INC Consumer Cyclical 1,925.0 $455K 0.01% -81.0 -4.0% $236.24 -5.9%
265 BTI BRITISH AMERN TOB PLC Consumer Defensive 7,521.0 $440K 0.01% +103.0 +1.4% $58.47 +0.8%
266 DVY ISHARES TR 2,867.0 $434K 0.01% $151.39 +1.3%
267 EW EDWARDS LIFESCIENCES CORP Healthcare 5,355.0 $429K 0.01% -86.0 -1.6% $80.08 +9.1%
268 PNR PENTAIR PLC Industrials 4,908.0 $428K 0.01% -80.0 -1.6% $87.12 -14.7%
269 PZA INVESCO EXCH TRADED FD TR II 18,577.0 $427K 0.01% -3K -12.8% $22.98 +2.2%
270 OSK OSHKOSH CORP Industrials 2,887.0 $425K 0.01% -581.0 -16.8% $147.22 -5.2%
271 COP CONOCOPHILLIPS Energy 3,174.0 $419K 0.01% -339.0 -9.7% $132.00 -18.4%
272 IGRO ISHARES TR 4,948.0 $414K 0.01% $83.77 +4.8%
273 UPS UNITED PARCEL SVCS INC Industrials 4,157.0 $409K 0.01% +345.0 +9.1% $98.37 +6.6%
274 ILCG ISHARES TR 4,178.0 $399K 0.01% $95.47 +22.7%
275 NI NISOURCE INC Utilities 8,440.0 $394K 0.01% -8K -48.2% $46.66 +1.3%
276 GDX VANECK ETF TRUST 4,285.0 $393K 0.01% -130.0 -2.9% $91.76 -10.1%
277 ANET ARISTA NETWORKS INC Technology 3,178.0 $390K 0.01% -751.0 -19.1% $122.78 +38.2%
278 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 987.0 $387K 0.01% -6K -85.3% $391.82 +173.1%
279 IVE ISHARES TR 1,823.0 $385K 0.01% $211.11 +7.2%
280 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,514.0 $380K 0.01% -121K -98.8% $250.70 +30.8%
Page 14 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%