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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 14 of 18  ·  349 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 UGI UGI CORP NEW Utilities 9,689.0 $337K 0.05% NEW $34.75 +8.2%
262 COOPER COS INC 4,668.0 $335K 0.05% NEW $71.71
263 VPU VANGUARD WORLD FD 1,684.0 $330K 0.05% NEW $195.73 -5.5%
264 VEEV VEEVA SYS INC Healthcare 1,822.0 $323K 0.05% NEW $177.47 +39.7%
265 IJUN INNOVATOR ETFS TRUST 10,325.0 $322K 0.05% NEW $31.18 +2.7%
266 MRVL MARVELL TECHNOLOGY INC Technology 1,071.0 $319K 0.05% NEW $297.92 -20.4%
267 IEF ISHARES TR 3,371.0 $319K 0.05% NEW $94.57 -1.9%
268 PYLD PIMCO ETF TR 11,956.0 $317K 0.05% NEW $26.52 -1.4%
269 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 3,845.0 $317K 0.05% NEW $82.40 -4.2%
270 IJK ISHARES TR 2,688.0 $316K 0.05% NEW $117.50 -1.7%
271 ROK ROCKWELL AUTOMATION INC Industrials 630.0 $312K 0.05% NEW $495.08 -11.7%
272 CARR CARRIER GLOBAL CORPORATION Industrials 4,222.0 $310K 0.05% NEW $73.35 -17.7%
273 MCHP MICROCHIP TECHNOLOGY INC. Technology 3,383.0 $309K 0.05% NEW $91.20 -16.6%
274 XLF SELECT SECTOR SPDR TR 5,750.0 $308K 0.05% NEW $53.61 +7.2%
275 UNH UNITEDHEALTH GROUP INC Healthcare 741.0 $308K 0.05% NEW $415.74 -6.2%
276 ARCC ARES CAPITAL CORP Financial Services 16,595.0 $308K 0.05% NEW $18.53 +7.5%
277 MPLX MPLX LP Energy 5,450.0 $307K 0.05% NEW $56.33 +3.7%
278 XLK SELECT SECTOR SPDR TR 1,599.0 $305K 0.05% NEW $190.52 -3.8%
279 ITW ILLINOIS TOOL WKS INC Industrials 1,098.0 $299K 0.04% NEW $271.92 +3.8%
280 DVY ISHARES TR 1,885.0 $295K 0.04% NEW $156.30 +5.0%
Page 14 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%