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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 7 of 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GOOG ALPHABET INC 10,991.0 $3.9M 0.07% -331.0 -2.9% $353.33
122 GHM GRAHAM CORP Industrials 31,160.0 $3.9M 0.07% -377.0 -1.2% $123.79 -24.7%
123 VOO VANGUARD INDEX FDS 5,562.0 $3.8M 0.07% +526.0 +10.4% $686.71 +2.5%
124 MFS ACTIVE EXCHANGE TRADED F 115,988.0 $3.8M 0.06% -472K -80.3% $32.48
125 SPSM SPDR SERIES TRUST 65,272.0 $3.8M 0.06% -1K -1.6% $57.67 -1.1%
126 DCO DUCOMMUN INC DEL Industrials 19,658.0 $3.6M 0.06% -828.0 -4.0% $185.21 -2.1%
127 ABT ABBOTT LABORATORIES Healthcare 38,737.0 $3.5M 0.06% -3K -7.0% $90.74 +28.0%
128 SPYM SPDR SERIES TRUST 38,978.0 $3.4M 0.06% +3K +9.5% $87.88 +2.6%
129 BERKSHIRE HATHAWAY INC DEL 6,842.0 $3.4M 0.06% -2K -20.3% $500.39
130 LPLA LPL FINL HLDGS INC Financial Services 12,128.0 $3.4M 0.06% +1K +10.5% $281.69 +28.5%
131 VFLO VICTORY PORTFOLIOS II 72,965.0 $3.3M 0.06% -455K -86.2% $45.75 +20.5%
132 NOK NOKIA CORP Technology 246,742.0 $3.3M 0.06% -161K -39.5% $13.28 -22.1%
133 T AT&T INC Communication Services 155,474.0 $3.2M 0.06% -3K -2.1% $20.70 +24.5%
134 TSLA TESLA INC Consumer Cyclical 7,547.0 $3.2M 0.05% +3K +78.8% $420.60 -16.7%
135 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 88,076.0 $3.1M 0.05% +24K +37.8% $34.73 +13.5%
136 VICTORY PORTFOLIOS II 87,997.0 $3.0M 0.05% -1.3M -93.4% $34.28
137 RDVT RED VIOLET INC Technology 46,032.0 $2.9M 0.05% $63.72 +8.9%
138 GRIN VICTORY PORTFOLIOS II 85,428.0 $2.9M 0.05% -6K -6.3% $33.76 +2.2%
139 FCFS FIRSTCASH HOLDINGS INC Financial Services 12,925.0 $2.8M 0.05% -215.0 -1.6% $216.32 +6.1%
140 MAMA MAMAS CREATIONS INC Consumer Defensive 153,726.0 $2.7M 0.05% -87K -36.2% $17.85 -6.8%
Page 7 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%