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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 4 of 19  ·  375 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VFLO VICTORY PORTFOLIOS II 528,167.0 $20.9M 0.39% -866K -62.1% $39.48 +14.6%
62 BBLU EA SERIES TRUST 1,411,687.0 $20.8M 0.39% -32K -2.2% $14.76 +11.7%
63 SPYG SPDR SERIES TRUST 211,498.0 $20.7M 0.39% -1K -0.7% $97.91 +22.1%
64 FPEI FIRST TR EXCH TRADED FD III 1,025,517.0 $19.5M 0.36% +53K +5.5% $19.00 +1.7%
65 SPTM SPDR SERIES TRUST 240,396.0 $19.0M 0.36% -4K -1.6% $79.06 +15.0%
66 VGT VANGUARD WORLD FD 27,040.0 $18.9M 0.35% -588.0 -2.1% $697.73 -82.8%
67 VIG VANGUARD SPECIALIZED FUNDS 86,655.0 $18.6M 0.35% -5K -5.0% $215.06 +9.4%
68 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 53,111.0 $17.9M 0.34% -4K -7.1% $337.95 +36.7%
69 DBEF DBX ETF TR 354,816.0 $17.5M 0.33% +26K +7.9% $49.40 +10.7%
70 MFS ACTIVE EXCHANGE TRADED F 587,778.0 $17.5M 0.33% -2.4M -80.4% $29.72
71 PM PHILIP MORRIS INTL INC Consumer Defensive 102,261.0 $16.9M 0.32% +7K +6.9% $165.34 +7.9%
72 MGV VANGUARD WORLD FD 111,415.0 $16.1M 0.30% +19K +20.5% $144.95 +11.9%
73 JPM JPMORGAN CHASE & CO Financial Services 52,287.0 $15.4M 0.29% +4K +8.5% $294.16 +10.6%
74 HON HONEYWELL INTL INC Industrials 61,433.0 $13.9M 0.26% +2K +3.8% $226.03 +1.3%
75 WEC WEC ENERGY GROUP INC Utilities 111,840.0 $12.9M 0.24% -2K -2.0% $115.77 -3.1%
76 XLP SELECT SECTOR SPDR TR 150,032.0 $12.3M 0.23% +15K +10.7% $81.98 +1.6%
77 CRM SALESFORCE INC Technology 65,047.0 $12.1M 0.23% +27K +70.4% $186.67 -18.7%
78 ABBV ABBVIE INC Healthcare 55,040.0 $12.0M 0.22% -5K -8.9% $217.49 -0.4%
79 IWL ISHARES TR 74,071.0 $11.9M 0.22% -2K -2.3% $160.48 +15.3%
80 ETN EATON CORP PLC Industrials 31,700.0 $11.3M 0.21% +224.0 +0.7% $357.67 +17.9%
Page 4 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%