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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 7 of 18  ·  349 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BDX BECTON DICKINSON & CO Healthcare 6,620.0 $1.0M 0.15% NEW $151.33 +26.9%
122 RKLB ROCKET LAB CORP Industrials 9,820.0 $998K 0.15% NEW $101.65 -28.6%
123 CANADIAN PACIFIC KANSAS CITY 11,424.0 $992K 0.15% NEW $86.84
124 WM WASTE MGMT INC DEL Industrials 4,442.0 $990K 0.15% NEW $222.87 +0.5%
125 SMMD ISHARES TR 10,742.0 $984K 0.15% NEW $91.63 +0.3%
126 PAUG INNOVATOR ETFS TRUST 21,463.0 $980K 0.15% NEW $45.64 +2.1%
127 BA BOEING CO Industrials 4,506.0 $975K 0.15% NEW $216.47 -1.0%
128 PANW PALO ALTO NETWORKS INC Technology 2,853.0 $973K 0.15% NEW $341.02 +4.9%
129 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,953.0 $970K 0.15% NEW $496.73 +10.3%
130 MS MORGAN STANLEY Financial Services 4,626.0 $967K 0.14% NEW $209.04 +2.5%
131 TCAL T ROWE PRICE EXCHANGE-TRADED 43,340.0 $964K 0.14% NEW $22.25 +4.1%
132 SYK STRYKER CORPORATION Healthcare 3,022.0 $953K 0.14% NEW $315.31 +4.5%
133 FAST FASTENAL CO Industrials 19,590.0 $941K 0.14% NEW $48.03 +6.7%
134 VBR VANGUARD INDEX FDS 3,851.0 $936K 0.14% NEW $242.99 +2.5%
135 PEP PEPSICO INC Consumer Defensive 6,860.0 $929K 0.14% NEW $135.40 +6.0%
136 KDP KEURIG DR PEPPER INC Consumer Defensive 28,079.0 $919K 0.14% NEW $32.73 -2.1%
137 AVAX ONE TECHNOLOGY LTD 174,925.0 $908K 0.14% NEW $5.19
138 PJUN INNOVATOR ETFS TRUST 20,875.0 $902K 0.14% NEW $43.23 +1.6%
139 ETN EATON CORP PLC Industrials 2,104.0 $897K 0.14% NEW $426.12 -1.6%
140 MPWR MONOLITHIC PWR SYS INC Technology 647.0 $894K 0.13% NEW $1382.45 -4.8%
Page 7 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%