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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 15 of 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 AKRE PROFESIONALLY MANAGED PORTFO 7,214.0 $384K 0.01% +100.0 +1.4% $53.19 +14.6%
282 LOW LOWES COS INC Consumer Cyclical 1,665.0 $367K 0.01% -260.0 -13.5% $220.52 -2.7%
283 VNQ VANGUARD INDEX FDS 3,742.0 $361K 0.01% -261.0 -6.5% $96.43 +2.9%
284 GEM GOLDMAN SACHS ETF TR 6,939.0 $361K 0.01% -527.0 -7.1% $52.00 -1.3%
285 EPD ENTERPRISE PRODS PARTNERS L 9,811.0 $361K 0.01% +59.0 +0.6% $36.76
286 NUE NUCOR CORP Basic Materials 1,598.0 $356K 0.01% +27.0 +1.7% $222.75 +11.1%
287 UMI USCF ETF TR 6,009.0 $354K 0.01% +57.0 +1.0% $58.84 +2.3%
288 DIS DISNEY WALT CO Communication Services 3,595.0 $346K 0.01% +410.0 +12.9% $96.23 +15.6%
289 PNR PENTAIR PLC Industrials 4,506.0 $345K 0.01% -402.0 -8.2% $76.67 -18.5%
290 NOBL PROSHARES TR 6,082.0 $342K 0.01% +1K +19.8% $56.16 +4.4%
291 EW EDWARDS LIFESCIENCES CORP Healthcare 3,708.0 $335K 0.01% -2K -30.8% $90.46 +0.5%
292 TBIL RBB FD INC 6,697.0 $334K 0.01% NEW $49.86 +0.3%
293 DFAC DIMENSIONAL ETF TRUST 7,467.0 $331K 0.01% -72.0 -1.0% $44.36 +2.7%
294 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 6,115.0 $330K 0.01% $53.95 -22.7%
295 MRSH MARSH & MCLENNAN COS INC Financial Services 1,950.0 $325K 0.01% -43K -95.6% $166.70 +16.0%
296 GDX VANECK ETF TRUST 4,287.0 $323K 0.01% $75.44 +39.9%
297 IJH ISHARES TR 4,181.0 $322K 0.01% +935.0 +28.8% $77.11 -1.3%
298 SCHW SCHWAB CHARLES CORP Financial Services 3,408.0 $314K 0.01% +59.0 +1.8% $92.26 +21.7%
299 FDN FIRST TR EXCHANGE-TRADED FD 1,171.0 $310K 0.01% +105.0 +9.8% $264.72 +8.6%
300 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,373.0 $310K 0.01% +384.0 +7.7% $57.62 +17.9%
Page 15 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%