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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 9 of 19  ·  375 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 FIS FIDELITY NATL INFORMATION SV Technology 36,016.0 $1.7M 0.03% -496.0 -1.4% $46.91 -18.5%
162 LYTS LSI INDS INC OHIO Technology 90,779.0 $1.7M 0.03% -3K -3.6% $18.60 +43.0%
163 COWZ PACER FDS TR 26,513.0 $1.7M 0.03% -8K -22.6% $62.56 -1.2%
164 OSEA HARBOR ETF TRUST 55,561.0 $1.6M 0.03% -2.9M -98.1% $28.95 +5.3%
165 RDVT RED VIOLET INC Technology 46,195.0 $1.6M 0.03% -10K -17.4% $34.60 +59.2%
166 TSLA TESLA INC Consumer Cyclical 4,221.0 $1.6M 0.03% +1K +34.1% $371.74 +7.7%
167 CAMT CAMTEK LTD Technology 10,105.0 $1.5M 0.03% NEW $151.61 +28.7%
168 VV VANGUARD INDEX FDS 4,988.0 $1.5M 0.03% $298.87 +15.4%
169 VZ VERIZON COMMUNICATIONS INC Communication Services 29,514.0 $1.5M 0.03% -5K -14.8% $50.20 -9.6%
170 RPM RPM INTL INC Basic Materials 14,854.0 $1.5M 0.03% $99.40 +8.6%
171 HHH HOWARD HUGHES HOLDINGS INC Real Estate 23,230.0 $1.5M 0.03% -158K -87.2% $63.26 +5.7%
172 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 15,140.0 $1.4M 0.03% -5K -24.6% $95.60 +36.7%
173 GE GE AEROSPACE Industrials 5,073.0 $1.4M 0.03% +84.0 +1.7% $283.79 +26.0%
174 AFL AFLAC INC Financial Services 12,852.0 $1.4M 0.03% -1K -9.5% $109.71 +5.3%
175 XLK SELECT SECTOR SPDR TR 10,347.0 $1.4M 0.03% -386.0 -3.6% $132.89 +44.1%
176 MCD MCDONALDS CORP Consumer Cyclical 4,247.0 $1.3M 0.03% -117.0 -2.7% $310.79 -10.4%
177 VUG VANGUARD INDEX FDS 2,994.0 $1.3M 0.03% +220.0 +7.9% $436.81 -80.1%
178 TXN TEXAS INSTRS INC Technology 6,680.0 $1.3M 0.02% $194.14 +66.3%
179 MBB ISHARES TR 12,914.0 $1.2M 0.02% -890K -98.6% $94.95 -0.5%
180 UNP UNION PAC CORP Industrials 5,046.0 $1.2M 0.02% -361.0 -6.7% $242.60 +5.9%
Page 9 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%