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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 12 of 18  ·  349 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 LBRDK LIBERTY BROADBAND CORP Communication Services 13,258.0 $441K 0.07% NEW $33.26 +8.3%
222 INNOVATOR ETFS TRUST 15,525.0 $441K 0.07% NEW $28.38
223 XLI SELECT SECTOR SPDR TR 2,368.0 $439K 0.07% NEW $185.23 -2.7%
224 EFAV ISHARES TR 5,000.0 $439K 0.07% NEW $87.71 +7.9%
225 CGDV CAPITAL GROUP DIVIDEND VALUE 8,856.0 $436K 0.07% NEW $49.28 +1.9%
226 SO SOUTHERN CO Utilities 4,495.0 $430K 0.07% NEW $95.71 -7.1%
227 VLYPN VALLEY NATL BANCORP 28,564.0 $421K 0.06% NEW $14.73
228 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 100,470.0 $418K 0.06% NEW $4.16 +99.3%
229 APP APPLOVIN CORP Technology 804.0 $414K 0.06% NEW $515.23 -40.7%
230 TMO THERMO FISHER SCIENTIFIC INC Healthcare 817.0 $410K 0.06% NEW $501.77 +25.4%
231 GSLC GOLDMAN SACHS ETF TR 2,856.0 $405K 0.06% NEW $141.89 +3.0%
232 VXF VANGUARD INDEX FDS 1,639.0 $404K 0.06% NEW $246.21 -0.3%
233 MGRC MCGRATH RENTCORP Industrials 3,294.0 $399K 0.06% NEW $121.03 -3.6%
234 PAYC PAYCOM SOFTWARE INC Technology 3,171.0 $399K 0.06% NEW $125.68 +82.3%
235 SNDK SANDISK CORP Technology 175.0 $397K 0.06% NEW $2269.74 -29.7%
236 EUPRAXIA PHARMACEUTICALS INC 60,000.0 $397K 0.06% NEW $6.61
237 RJF RAYMOND JAMES FINL INC Financial Services 2,605.0 $396K 0.06% NEW $152.03 +15.2%
238 BEN FRANKLIN RESOURCES INC Financial Services 11,898.0 $396K 0.06% NEW $33.27 +3.1%
239 KLAC KLA CORP Technology 1,305.0 $394K 0.06% NEW $301.71 -39.0%
240 GDX VANECK ETF TRUST 5,215.0 $393K 0.06% NEW $75.45 +36.3%
Page 12 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%