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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 14 of 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 GLDM WORLD GOLD TR Financial Services 6,126.0 $487K 0.01% -220.0 -3.5% $79.42 +16.3%
262 PSX PHILLIPS 66 Energy 2,877.0 $486K 0.01% -733.0 -20.3% $169.05 +40.1%
263 IBM INTERNATIONAL BUSINESS MACHS Technology 1,721.0 $484K 0.01% -8K -82.9% $281.18 -16.7%
264 SO SOUTHERN CO Utilities 5,055.0 $484K 0.01% -82.0 -1.6% $95.72 -6.0%
265 APH AMPHENOL CORP Technology 2,692.0 $475K 0.01% +125.0 +4.9% $176.32 -9.9%
266 XLE SELECT SECTOR SPDR TR 8,936.0 $475K 0.01% -45.0 -0.5% $53.11 +16.9%
267 BTI BRITISH AMERN TOB PLC Consumer Defensive 7,606.0 $470K 0.01% +85.0 +1.1% $61.76 -8.6%
268 DVY ISHARES TR 2,965.0 $463K 0.01% +98.0 +3.4% $156.30 +5.0%
269 MMM 3M CO Industrials 2,817.0 $456K 0.01% NEW $161.90 +10.8%
270 OSK OSHKOSH CORP Industrials 2,967.0 $455K 0.01% +80.0 +2.8% $153.49 +1.1%
271 KLAC KLA CORP Technology 1,476.0 $445K 0.01% +1K +961.9% $301.71 -39.2%
272 UPS UNITED PARCEL SVCS INC Industrials 3,966.0 $426K 0.01% -191.0 -4.6% $107.50 -2.2%
273 RWJ INVESCO EXCH TRADED FD TR II 7,146.0 $425K 0.01% $59.50 +2.9%
274 IDV ISHARES TR 10,143.0 $420K 0.01% -2K -17.1% $41.43 +9.0%
275 IVE ISHARES TR 1,823.0 $414K 0.01% $227.07 +4.6%
276 NI NISOURCE INC Utilities 8,479.0 $403K 0.01% $47.55 -14.5%
277 SPDW SPDR INDEX SHS FDS 7,908.0 $398K 0.01% -60.0 -0.8% $50.39 +3.8%
278 ALL ALLSTATE CORP Financial Services 1,652.0 $393K 0.01% -1K -46.3% $237.94 +8.3%
279 XLI SELECT SECTOR SPDR TR 2,103.0 $390K 0.01% -220.0 -9.5% $185.23 -3.7%
280 USFR WISDOMTREE TR 7,685.0 $387K 0.01% -3K -28.8% $50.35 +0.3%
Page 14 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%