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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 15 of 18  ·  349 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 LAD LITHIA MTRS INC Consumer Cyclical 1,010.0 $293K 0.04% NEW $290.49 +27.6%
282 CB CHUBB LIMITED Financial Services 859.0 $293K 0.04% NEW $341.31 -0.1%
283 BAB INVESCO EXCH TRADED FD TR II 10,904.0 $293K 0.04% NEW $26.84 -1.8%
284 TRV TRAVELERS COMPANIES INC Financial Services 879.0 $290K 0.04% NEW $330.12 +10.1%
285 FENI FIDELITY COVINGTON TRUST 7,200.0 $289K 0.04% NEW $40.13 +4.0%
286 BMO BANK MONTREAL MEDIUM Financial Services 1,623.0 $287K 0.04% NEW $176.70 -1.3%
287 HONEYWELL INTL INC 1,278.0 $286K 0.04% NEW $223.90
288 GNW GENWORTH FINL INC Financial Services 29,891.0 $283K 0.04% NEW $9.47 +4.3%
289 GXO GXO LOGISTICS INCORPORATED Industrials 5,555.0 $282K 0.04% NEW $50.70 -9.8%
290 WEN WENDYS CO Consumer Cyclical 33,495.0 $277K 0.04% NEW $8.28 +8.8%
291 DHR DANAHER CORP DEL Healthcare 1,443.0 $275K 0.04% NEW $190.82 +14.7%
292 T AT&T INC Communication Services 13,167.0 $273K 0.04% NEW $20.70 +22.3%
293 AOS SMITH A O CORP Industrials 4,296.0 $269K 0.04% NEW $62.72 +0.6%
294 ASML ASML HLDG NV Technology 134.0 $267K 0.04% NEW $1989.44 -11.3%
295 PROF PROFOUND MED CORP Healthcare 40,000.0 $266K 0.04% NEW $6.65 +2.1%
296 NOW SERVICENOW INC Technology 2,675.0 $266K 0.04% NEW $99.28 +29.4%
297 CART MAPLEBEAR INC Consumer Cyclical 5,537.0 $262K 0.04% NEW $47.35 +5.2%
298 MAA MID-AMER APT CMNTYS INC Real Estate 1,886.0 $262K 0.04% NEW $138.94 -5.5%
299 WING WINGSTOP INC Consumer Cyclical 1,510.0 $262K 0.04% NEW $173.41 -33.4%
300 VEU VANGUARD INTL EQUITY INDEX F 3,121.0 $261K 0.04% NEW $83.75 +2.3%
Page 15 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%