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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 13 of 18  ·  349 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BHC BAUSCH HEALTH COS INC Healthcare 79,703.0 $393K 0.06% NEW $4.93 +30.6%
242 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 4,502.0 $393K 0.06% NEW $87.22 +10.5%
243 INNOVATOR ETFS TRUST 12,900.0 $392K 0.06% NEW $30.38
244 SBUX STARBUCKS CORP Consumer Cyclical 3,821.0 $390K 0.06% NEW $102.19 +4.8%
245 QQQM INVESCO EXCH TRADED FD TR II 1,284.0 $389K 0.06% NEW $302.86 -3.0%
246 APOS APOLLO GLOBAL MGMT INC 3,227.0 $382K 0.06% NEW $118.31
247 PM PHILIP MORRIS INTL INC Consumer Defensive 2,089.0 $380K 0.06% NEW $182.04 +3.4%
248 DXCM DEXCOM INC Healthcare 5,646.0 $380K 0.06% NEW $67.35 +37.1%
249 JLL JONES LANG LASALLE INC Real Estate 1,225.0 $380K 0.06% NEW $309.95 +25.0%
250 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,519.0 $376K 0.06% NEW $57.62 +16.3%
251 PAYX PAYCHEX INC Industrials 3,816.0 $375K 0.06% NEW $98.33 +26.6%
252 MO ALTRIA GROUP INC Consumer Defensive 5,117.0 $371K 0.06% NEW $72.56 -8.9%
253 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 6,121.0 $363K 0.06% NEW $59.36 -8.6%
254 CL COLGATE PALMOLIVE CO Consumer Defensive 3,961.0 $363K 0.06% NEW $91.68 -0.7%
255 PJUL INNOVATOR ETFS TRUST 7,304.0 $357K 0.05% NEW $48.81 +1.6%
256 MLPX GLOBAL X FDS 4,768.0 $351K 0.05% NEW $73.66 +1.0%
257 VNQ VANGUARD INDEX FDS 3,599.0 $347K 0.05% NEW $96.43 +2.1%
258 ELF E L F BEAUTY INC Consumer Defensive 4,600.0 $340K 0.05% NEW $74.00 +37.8%
259 TGT TARGET CORP Consumer Defensive 2,586.0 $338K 0.05% NEW $130.61 +26.7%
260 ANET ARISTA NETWORKS INC Technology 1,987.0 $338K 0.05% NEW $169.88 +11.0%
Page 13 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%