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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 8 of 18  ·  349 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LUV SOUTHWEST AIRLS CO Industrials 16,636.0 $858K 0.13% NEW $51.60 -21.7%
142 PFF ISHARES TR 28,131.0 $858K 0.13% NEW $30.49 -0.1%
143 KEY KEYCORP Financial Services 37,024.0 $853K 0.13% NEW $23.05 -5.1%
144 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 909.0 $850K 0.13% NEW $935.60 +1.3%
145 DOW DOW HLDGS INC Basic Materials 30,488.0 $834K 0.12% NEW $27.36 +18.2%
146 MRNA MODERNA INC Healthcare 11,813.0 $827K 0.12% NEW $70.03 +107.2%
147 BK BANK OF NY MELLON CORP Financial Services 5,686.0 $822K 0.12% NEW $144.61 -1.9%
148 ICLR ICON PUB LTD CO Healthcare 4,583.0 $796K 0.12% NEW $173.71 -0.9%
149 CVS CVS HEALTH CORP Healthcare 7,416.0 $767K 0.12% NEW $103.45 -10.1%
150 SNOW SNOWFLAKE INC Technology 3,012.0 $767K 0.12% NEW $254.50 +30.8%
151 INTC INTEL CORP Technology 5,398.0 $754K 0.11% NEW $139.63 -35.5%
152 MPC MARATHON PETE CORP Energy 2,946.0 $753K 0.11% NEW $255.67 +41.1%
153 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.11% NEW $748850.00
154 PDEC INNOVATOR ETFS TRUST 16,164.0 $742K 0.11% NEW $45.89 +1.9%
155 IGV ISHARES TR 8,169.0 $740K 0.11% NEW $90.60 +14.1%
156 PLD PROLOGIS INC. Real Estate 5,462.0 $740K 0.11% NEW $135.47 +4.7%
157 SCHA SCHWAB STRATEGIC TR 20,000.0 $723K 0.11% NEW $36.13 -3.6%
158 VZ VERIZON COMMUNICATIONS INC Communication Services 16,961.0 $718K 0.11% NEW $42.34 +16.8%
159 LOW LOWES COS INC Consumer Cyclical 3,251.0 $717K 0.11% NEW $220.49 -2.0%
160 GLW CORNING INC Technology 2,749.0 $702K 0.10% NEW $255.43 -41.4%
Page 8 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%