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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 6 of 18  ·  349 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GM GENERAL MTRS CO Consumer Cyclical 15,159.0 $1.2M 0.17% NEW $77.08 +14.1%
102 CBRE CBRE GROUP INC Real Estate 8,657.0 $1.2M 0.17% NEW $134.69 +12.9%
103 MDT MEDTRONIC PLC Healthcare 14,742.0 $1.2M 0.17% NEW $78.77 +18.5%
104 NTRA NATERA INC Healthcare 4,203.0 $1.1M 0.17% NEW $271.45 +22.3%
105 BIIB BIOGEN INC Healthcare 5,233.0 $1.1M 0.17% NEW $216.06 +0.3%
106 ADP AUTOMATIC DATA PROCESSING IN Industrials 5,002.0 $1.1M 0.17% NEW $224.53 +25.1%
107 SCHM SCHWAB STRATEGIC TR 30,450.0 $1.1M 0.17% NEW $36.87 -1.9%
108 CRM SALESFORCE INC Technology 6,918.0 $1.1M 0.16% NEW $156.92 +33.3%
109 MRK MERCK & CO INC Healthcare 8,338.0 $1.1M 0.16% NEW $128.79 +18.5%
110 VUG VANGUARD INDEX FDS 12,464.0 $1.1M 0.16% NEW $86.14 +1.6%
111 RTX RTX CORPORATION Industrials 5,625.0 $1.1M 0.16% NEW $189.73 +10.6%
112 MTN VAIL RESORTS INC Consumer Cyclical 7,802.0 $1.1M 0.16% NEW $136.46 +12.0%
113 PWR QUANTA SVCS INC Industrials 1,475.0 $1.1M 0.16% NEW $720.04 -11.2%
114 AIG AMERICAN INTL GROUP INC Financial Services 14,241.0 $1.1M 0.16% NEW $74.53 +2.1%
115 ITOT ISHARES TR 6,293.0 $1.0M 0.15% NEW $164.27 +2.3%
116 WMB WILLIAMS COS INC Energy 13,883.0 $1.0M 0.15% NEW $74.34 -5.2%
117 PNC PNC FINL SVCS GROUP INC Financial Services 4,175.0 $1.0M 0.15% NEW $246.22 -1.3%
118 IONS IONIS PHARMACEUTICALS INC Healthcare 12,801.0 $1.0M 0.15% NEW $79.29 -24.7%
119 IVW ISHARES TR 7,354.0 $1.0M 0.15% NEW $137.54 +0.9%
120 ESGE ISHARES INC 18,470.0 $1.0M 0.15% NEW $54.69 -1.4%
Page 6 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%