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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 16 of 19  ·  375 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 DIS DISNEY WALT CO Communication Services 3,185.0 $307K 0.01% +254.0 +8.7% $96.36 +7.8%
302 XMHQ INVESCO EXCHANGE TRADED FD T 2,939.0 $304K 0.01% -234.0 -7.4% $103.39 +7.1%
303 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,989.0 $303K 0.01% +676.0 +15.7% $60.65 -11.0%
304 SPYV SPDR SERIES TRUST 5,348.0 $303K 0.01% -37.0 -0.7% $56.58 +7.6%
305 HII HUNTINGTON INGALLS INDS INC Industrials 790.0 $300K 0.01% +9.0 +1.1% $379.95 -24.9%
306 ASB ASSOCIATED BANC-CORP Financial Services 11,461.0 $296K 0.01% $25.86 +12.9%
307 DE DEERE & CO Industrials 523.0 $295K 0.01% -17.0 -3.1% $563.41 +4.6%
308 DFAC DIMENSIONAL ETF TRUST 7,539.0 $293K 0.01% +2K +31.7% $38.86 +13.7%
309 GRID FIRST TR EXCHANGE-TRADED FD 1,786.0 $292K 0.01% NEW $163.58 +19.0%
310 PPA INVESCO EXCHANGE TRADED FD T 1,713.0 $284K 0.01% $165.66 +5.8%
311 CENCORA INC 903.0 $284K 0.01% +8.0 +0.9% $314.14
312 APA APA CORPORATION Energy 6,645.0 $282K 0.01% NEW $42.44 -22.2%
313 ET ENERGY TRANSFER L P Energy 14,439.0 $279K 0.01% $19.30 -2.9%
314 GNTX GENTEX CORP Consumer Cyclical 12,166.0 $266K 0.01% $21.85 +18.8%
315 NUE NUCOR CORP Basic Materials 1,571.0 $266K 0.01% +18.0 +1.2% $169.10 +44.2%
316 AMLP ALPS ETF TR 4,920.0 $259K 0.01% NEW $52.64 -3.8%
317 TJX TJX COS INC NEW Consumer Cyclical 1,619.0 $259K 0.01% NEW $159.67 +2.6%
318 CW CURTISS WRIGHT CORP Industrials 378.0 $257K 0.01% +5.0 +1.3% $681.12 +13.3%
319 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 6,115.0 $257K 0.01% -3K -29.5% $42.09 +17.4%
320 ATI ATI INC Industrials 1,763.0 $256K 0.01% NEW $145.46 +38.4%
Page 16 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%