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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 16 of 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SHOP SHOPIFY INC Technology 2,708.0 $309K 0.01% $114.18 +34.8%
302 GNTX GENTEX CORP Consumer Cyclical 12,216.0 $309K 0.01% $25.27 -6.4%
303 PPA INVESCO EXCHANGE TRADED FD T 1,713.0 $303K 0.01% $176.68 -3.4%
304 CEG CONSTELLATION ENERGY CORP Utilities 1,212.0 $301K 0.01% $248.45 +12.1%
305 XMHQ INVESCO EXCHANGE TRADED FD T 2,664.0 $301K 0.01% -275.0 -9.4% $112.90 +5.0%
306 SPYV SPDR SERIES TRUST 4,856.0 $295K 0.01% -492.0 -9.2% $60.79 +4.6%
307 SCHF SCHWAB STRATEGIC TR 10,512.0 $291K 0.01% +1K +10.8% $27.70 +3.2%
308 CW CURTISS WRIGHT CORP Industrials 378.0 $286K 0.01% $757.76 -19.5%
309 GLW CORNING INC Technology 1,110.0 $284K 0.01% NEW $255.46 -42.4%
310 MPLX MPLX LP Energy 4,986.0 $281K 0.01% -429.0 -7.9% $56.33 +3.6%
311 ET ENERGY TRANSFER L P Energy 14,490.0 $277K 0.01% $19.12 +9.9%
312 NOC NORTHROP GRUMMAN CORP Industrials 539.0 $274K 0.01% -132.0 -19.7% $509.09 +6.6%
313 MGEE MGE ENERGY INC Utilities 3,283.0 $268K 0.01% $81.55 -3.1%
314 IGRO ISHARES TR 2,987.0 $263K 0.00% -2K -39.6% $87.94 +6.1%
315 AEP AMERICAN ELEC PWR CO INC Utilities 1,899.0 $260K 0.00% +87.0 +4.8% $136.77 -10.2%
316 ONEQ FIDELITY COMWLTH TR 2,500.0 $258K 0.00% $103.22 -0.2%
317 MBB ISHARES TR 2,685.0 $254K 0.00% -10K -79.2% $94.52 -0.8%
318 PNC PNC FINL SVCS GROUP INC Financial Services 1,029.0 $253K 0.00% $246.24 -0.9%
319 COP CONOCOPHILLIPS Energy 2,393.0 $249K 0.00% -781.0 -24.6% $103.97 +26.8%
320 TLT ISHARES TR 2,870.0 $248K 0.00% -1K -33.7% $86.42 -3.4%
Page 16 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%