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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 6 of 19  ·  375 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VFH VANGUARD WORLD FD 51,646.0 $6.2M 0.12% -1K -2.0% $120.81 +8.8%
102 SCHD SCHWAB STRATEGIC TR 200,364.0 $6.1M 0.12% -112K -35.9% $30.68 +3.8%
103 AMAT APPLIED MATLS INC Technology 16,821.0 $5.7M 0.11% -1K -6.4% $341.78 +80.6%
104 MRVL MARVELL TECHNOLOGY INC Technology 56,763.0 $5.6M 0.10% +3K +5.9% $99.05 +213.6%
105 COF CAPITAL ONE FINL CORP Financial Services 28,673.0 $5.2M 0.10% +11K +57.9% $182.43 +10.5%
106 HD HOME DEPOT INC Consumer Cyclical 14,773.0 $4.9M 0.09% +2K +11.5% $328.90 +1.6%
107 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 120,187.0 $4.7M 0.09% +58K +91.9% $39.52 +0.2%
108 T AT&T INC Communication Services 158,747.0 $4.6M 0.09% -851.0 -0.5% $28.99 -24.1%
109 WM WASTE MGMT INC DEL Industrials 19,946.0 $4.6M 0.09% -6K -24.4% $229.79 -6.6%
110 AMGN AMGEN INC Healthcare 12,988.0 $4.6M 0.09% +231.0 +1.8% $351.85 -4.1%
111 HAL HALLIBURTON CO Energy 117,167.0 $4.6M 0.09% +5K +4.1% $38.99 -10.4%
112 MU MICRON TECHNOLOGY INC Technology 12,881.0 $4.4M 0.08% $337.85 +235.6%
113 ABT ABBOTT LABORATORIES Healthcare 41,639.0 $4.3M 0.08% -45K -52.1% $102.67 -13.9%
114 ACWV ISHARES INC 35,462.0 $4.2M 0.08% -14K -28.8% $119.51 -0.2%
115 BERKSHIRE HATHAWAY INC DEL 8,584.0 $4.1M 0.08% $479.20
116 CSCO CISCO SYS INC Technology 52,972.0 $4.1M 0.08% +2K +4.6% $77.59 +54.1%
117 CVE CENOVUS ENERGY INC Energy 146,567.0 $3.9M 0.07% -21K -12.8% $26.53 -5.2%
118 IWF ISHARES TR 8,812.0 $3.8M 0.07% -453.0 -4.9% $426.42 -71.1%
119 C CITIGROUP INC Financial Services 32,857.0 $3.7M 0.07% +390.0 +1.2% $113.41 +26.1%
120 MAMA MAMAS CREATIONS INC Consumer Defensive 240,814.0 $3.7M 0.07% -57K -19.1% $15.34 +15.8%
Page 6 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%