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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 9 of 18  ·  349 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DIS DISNEY WALT CO Communication Services 7,191.0 $696K 0.10% NEW $96.74 +11.4%
162 IBM INTERNATIONAL BUSINESS MACHS Technology 2,470.0 $695K 0.10% NEW $281.21 -16.2%
163 QCOM QUALCOMM INC Technology 3,743.0 $692K 0.10% NEW $184.79 -13.0%
164 TFC TRUIST FINL CORP Financial Services 13,828.0 $689K 0.10% NEW $49.82 +1.2%
165 CMI CUMMINS INC Industrials 965.0 $688K 0.10% NEW $713.21 -17.6%
166 FPEI FIRST TR EXCH TRADED FD III 35,599.0 $687K 0.10% NEW $19.29 -1.3%
167 IYW ISHARES TR 2,700.0 $681K 0.10% NEW $252.23 -2.0%
168 VOE VANGUARD INDEX FDS 3,443.0 $680K 0.10% NEW $197.60 +5.6%
169 FCX FREEPORT MCMORAN INC Basic Materials 10,277.0 $646K 0.10% NEW $62.89 +21.9%
170 FDS FACTSET RESH SYS INC Financial Services 2,785.0 $641K 0.10% NEW $230.08 +30.4%
171 NEE NEXTERA ENERGY INC Utilities 7,258.0 $637K 0.10% NEW $87.77 -4.7%
172 VIGI VANGUARD WHITEHALL FDS 6,700.0 $626K 0.09% NEW $93.38 +5.6%
173 VTV VANGUARD INDEX FDS 2,870.0 $625K 0.09% NEW $217.93 +3.9%
174 DUK DUKE ENERGY CORP NEW Utilities 4,924.0 $623K 0.09% NEW $126.57 -5.3%
175 AEP AMERICAN ELEC PWR CO INC Utilities 4,516.0 $618K 0.09% NEW $136.81 -11.6%
176 VSS VANGUARD INTL EQUITY INDEX F 3,969.0 $612K 0.09% NEW $154.28 +3.7%
177 PYPL PAYPAL HLDGS INC Financial Services 14,145.0 $611K 0.09% NEW $43.18 +42.5%
178 EMR EMERSON ELEC CO Industrials 4,187.0 $599K 0.09% NEW $143.15 +9.8%
179 TCAF T ROWE PRICE EXCHANGE-TRADED 14,539.0 $598K 0.09% NEW $41.10 +3.3%
180 AFL AFLAC INC Financial Services 5,085.0 $596K 0.09% NEW $117.24 -1.0%
Page 9 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%