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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 6 of 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 COF CAPITAL ONE FINL CORP Financial Services 29,246.0 $5.9M 0.10% +573.0 +2.0% $200.62 +7.8%
102 XOM EXXON MOBIL CORP Energy 42,473.0 $5.8M 0.10% +22K +111.5% $136.72 +17.5%
103 SCHD SCHWAB STRATEGIC TR 182,569.0 $5.8M 0.10% -18K -8.9% $31.71 +10.7%
104 QUAL ISHARES TR 23,226.0 $5.1M 0.09% -12K -34.5% $219.43 +2.1%
105 GSY INVESCO ACTIVELY MANAGED EXC 100,737.0 $5.1M 0.09% -28K -21.9% $50.15 -0.0%
106 CSCO CISCO SYS INC Technology 41,457.0 $4.9M 0.08% -12K -21.7% $117.46 -5.4%
107 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 125,623.0 $4.8M 0.08% +5K +4.5% $38.50 +2.9%
108 LLY ELI LILLY & CO Healthcare 3,835.0 $4.6M 0.08% +60.0 +1.6% $1199.28 +2.9%
109 AMGN AMGEN INC Healthcare 12,459.0 $4.5M 0.08% -529.0 -4.1% $362.12 +22.1%
110 AEM AGNICO EAGLE MINES LTD Basic Materials 29,007.0 $4.5M 0.08% +12K +70.5% $155.13 +44.5%
111 IWF ISHARES TR 35,687.0 $4.4M 0.08% +27K +305.0% $124.17 -1.9%
112 WM WASTE MGMT INC DEL Industrials 19,872.0 $4.4M 0.08% $222.88 -0.3%
113 C CITIGROUP INC Financial Services 31,285.0 $4.4M 0.07% -2K -4.8% $139.96 -4.8%
114 ACWV ISHARES INC 35,554.0 $4.3M 0.07% $120.23 +6.2%
115 BRC BRADY CORP Industrials 44,701.0 $4.1M 0.07% $91.57 +2.2%
116 HAL HALLIBURTON CO Energy 120,423.0 $4.1M 0.07% +3K +2.8% $33.95 -0.4%
117 IJR ISHARES TR 27,444.0 $4.1M 0.07% $148.31 -1.1%
118 IESC IES HOLDINGS INC Industrials 5,492.0 $4.0M 0.07% -2K -28.3% $734.66 -57.4%
119 CVE CENOVUS ENERGY INC Energy 159,084.0 $3.9M 0.07% +13K +8.5% $24.81 +24.0%
120 TRV TRAVELERS COMPANIES INC Financial Services 11,765.0 $3.9M 0.07% +9K +299.2% $330.12 +12.0%
Page 6 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%