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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 7 of 19  ·  375 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IESC IES HOLDINGS INC Industrials 7,655.0 $3.6M 0.07% -289.0 -3.6% $476.47 +49.5%
122 BRC BRADY CORP Industrials 44,701.0 $3.6M 0.07% -2K -3.4% $81.24 +5.0%
123 MO ALTRIA GROUP INC Consumer Defensive 54,608.0 $3.6M 0.07% $65.99 +4.7%
124 LLY ELI LILLY & CO Healthcare 3,775.0 $3.5M 0.07% -229.0 -5.7% $919.87 +19.4%
125 AEM AGNICO EAGLE MINES LTD Basic Materials 17,012.0 $3.5M 0.07% -3K -16.7% $202.98 -17.9%
126 IJR ISHARES TR 27,430.0 $3.4M 0.06% -7K -20.2% $124.31 +15.2%
127 XOM EXXON MOBIL CORP Energy 20,086.0 $3.4M 0.06% -288.0 -1.4% $169.66 -18.8%
128 LPLA LPL FINL HLDGS INC Financial Services 10,975.0 $3.3M 0.06% +3K +31.1% $300.83 -2.3%
129 NOK NOKIA CORP Technology 407,742.0 $3.3M 0.06% NEW $8.04 +67.8%
130 GOOG ALPHABET INC Communication Services 11,322.0 $3.2M 0.06% +1K +12.7% $286.85 +28.1%
131 ORCL ORACLE CORP Technology 21,839.0 $3.2M 0.06% -230K -91.3% $147.11 +25.3%
132 SPSM SPDR SERIES TRUST 66,334.0 $3.2M 0.06% -3K -4.5% $48.32 +15.6%
133 DHR DANAHER CORP DEL Healthcare 15,908.0 $3.0M 0.06% +767.0 +5.1% $189.60 -6.6%
134 VOO VANGUARD INDEX FDS 5,036.0 $3.0M 0.06% +299.0 +6.3% $597.63 +15.1%
135 INTC INTEL CORP Technology 63,218.0 $2.8M 0.05% +57K +899.2% $44.13 +203.6%
136 ZETA ZETA GLOBAL HOLDINGS CORP Technology 174,502.0 $2.8M 0.05% -1.9M -91.6% $15.92 +18.7%
137 LIN LINDE PLC Basic Materials 5,572.0 $2.8M 0.05% -2K -22.4% $495.73 +3.3%
138 SPYM SPDR SERIES TRUST 35,584.0 $2.7M 0.05% -3K -6.9% $76.54 +14.8%
139 GRIN VICTORY PORTFOLIOS II 91,209.0 $2.5M 0.05% -2.1M -95.8% $27.62 +24.0%
140 DCO DUCOMMUN INC DEL Industrials 20,486.0 $2.5M 0.05% -4K -17.5% $122.00 +34.5%
Page 7 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%