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Portfolio (Quarterly) Guide ↗

Annis Gardner Whiting Capital Advisors, LLC

· CIK 0001998414
13F Portfolio $666M AUM 349 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 349 New
Page 11 of 18  ·  349 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,043.0 $498K 0.07% NEW $477.62 -12.3%
202 PSEP INNOVATOR ETFS TRUST 10,700.0 $493K 0.07% NEW $46.05 +1.5%
203 EXPD EXPEDITORS INTL WASH INC Industrials 2,993.0 $488K 0.07% NEW $162.98 +15.2%
204 IWF ISHARES TR 3,913.0 $486K 0.07% NEW $124.17 -1.4%
205 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,723.0 $485K 0.07% NEW $178.24 +17.6%
206 BJAN INNOVATOR ETFS TRUST 8,200.0 $483K 0.07% NEW $58.87 +2.2%
207 OWL BLUE OWL CAPITAL INC Financial Services 55,135.0 $482K 0.07% NEW $8.75 +33.4%
208 AOA ISHARES TR 4,930.0 $481K 0.07% NEW $97.60 +1.4%
209 CXW CORECIVIC INC Real Estate 15,695.0 $477K 0.07% NEW $30.38 +11.9%
210 WTM WHITE MTNS INS GROUP LTD Financial Services 228.0 $473K 0.07% NEW $2073.39 +1.8%
211 IQVIA HLDGS INC 2,440.0 $471K 0.07% NEW $193.22
212 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,710.0 $465K 0.07% NEW $271.89 -15.2%
213 ACN ACCENTURE PLC IRELAND Technology 3,733.0 $465K 0.07% NEW $124.44 +48.9%
214 ADI ANALOG DEVICES INC Technology 1,164.0 $462K 0.07% NEW $397.18 -6.1%
215 IVE ISHARES TR 2,034.0 $462K 0.07% NEW $227.06 +4.5%
216 AOR ISHARES TR 6,574.0 $457K 0.07% NEW $69.50 +0.5%
217 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,561.0 $454K 0.07% NEW $290.59 -8.2%
218 TOST TOAST INC Technology 16,260.0 $452K 0.07% NEW $27.82 +31.7%
219 TEAM ATLASSIAN CORPORATION Technology 5,783.0 $450K 0.07% NEW $77.79 +120.9%
220 ATR APTARGROUP INC Healthcare 3,589.0 $449K 0.07% NEW $125.20 +7.7%
Page 11 of 18  ·  349 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 25.6%
Financial Services 16.3%
Consumer Cyclical 11.9%
Communication Services 10.6%
Energy 9.5%
Healthcare 8.9%
Industrials 8.1%
Consumer Defensive 3.3%
Basic Materials 3.0%
Utilities 1.5%