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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 8 of 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 OII OCEANEERING INTL INC Energy 67,302.0 $2.7M 0.05% +15K +29.3% $40.52 +23.2%
142 DGII DIGI INTL INC Technology 36,360.0 $2.7M 0.05% -642.0 -1.7% $74.95 +1.3%
143 QLTY GMO ETF TRUST 64,292.0 $2.7M 0.05% -832K -92.8% $41.62 +3.8%
144 LANDBRIDGE COMPANY LLC 33,466.0 $2.7M 0.04% +4K +11.9% $79.24
145 AIZ ASSURANT INC Financial Services 9,812.0 $2.6M 0.04% $268.52 +6.2%
146 CAMT CAMTEK LTD Technology 15,272.0 $2.5M 0.04% +5K +51.1% $163.12 -10.1%
147 IDMO INVESCO EXCH TRADED FD TR II 41,015.0 $2.5M 0.04% +1K +3.8% $60.29 +5.2%
148 ORCL ORACLE CORP Technology 16,140.0 $2.4M 0.04% -6K -26.1% $146.55 -1.3%
149 ZETA ZETA GLOBAL HOLDINGS CORP Technology 119,320.0 $2.3M 0.04% -55K -31.6% $19.68 +41.7%
150 XLK SELECT SECTOR SPDR TR 12,214.0 $2.3M 0.04% +2K +18.0% $190.52 -4.6%
151 LYTS LSI INDS INC OHIO Technology 87,527.0 $2.3M 0.04% -3K -3.6% $26.58 -22.3%
152 LIN LINDE PLC Basic Materials 4,436.0 $2.3M 0.04% -1K -20.4% $518.91 -6.1%
153 USB US BANCORP Financial Services 36,218.0 $2.2M 0.04% +600.0 +1.7% $60.40 +3.3%
154 OSCR OSCAR HEALTH INC Healthcare 74,283.0 $2.1M 0.04% -92K -55.4% $28.52 +8.5%
155 TXN TEXAS INSTRS INC Technology 6,857.0 $2.0M 0.04% +177.0 +2.6% $298.07 -12.8%
156 GE GE AEROSPACE Industrials 5,373.0 $2.0M 0.03% +300.0 +5.9% $373.74 -6.5%
157 PIPR PIPER SANDLER COMPANIES Financial Services 27,455.0 $2.0M 0.03% +683.0 +2.5% $72.34 +3.3%
158 BMI BADGER METER INC Technology 13,301.0 $2.0M 0.03% +600.0 +4.7% $148.38 -8.1%
159 SOFI SOFI TECHNOLOGIES INC Financial Services 109,462.0 $2.0M 0.03% NEW $17.93 +6.0%
160 WMT WALMART INC Consumer Defensive 17,303.0 $2.0M 0.03% -244.0 -1.4% $113.26 -7.0%
Page 8 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%