CIK 1542287
Annex Advisory Services, LLC
Institutional 13F holdings & portfolio
Holdings
357
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 357
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GRBK | GREEN BRICK PARTNERS INC | 533K | $1M+ | SH |
| QLTY | GMO ETF TRUST | 811K | $1M+ | SH |
| UFPT | UFP TECHNOLOGIES INC | 127K | $1M+ | SH |
| AJG | GALLAGHER ARTHUR J & CO | 103K | $1M+ | SH |
| GLBE | GLOBAL E ONLINE LTD | 640K | $1M+ | SH |
| PBR | PETROLEO BRASILEIRO SA PETRO | 2.1M | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 213K | $1M+ | SH |
| BBLU | EA SERIES TRUST | 1.4M | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 143K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 28K | $1M+ | SH |
| GMED | GLOBUS MED INC | 236K | $1M+ | SH |
| CTAS | CINTAS CORP | 107K | $1M+ | SH |
| SPTM | SPDR SERIES TRUST | 244K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 91K | $1M+ | SH |
| LMAT | LEMAITRE VASCULAR INC | 244K | $1M+ | SH |
| FPEI | FIRST TR EXCH TRADED FD III | 972K | $1M+ | SH |
| UPST | UPSTART HLDGS INC | 421K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 57K | $1M+ | SH |
| DBEF | DBX ETF TR | 329K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 48K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 96K | $1M+ | SH |
| HHH | HOWARD HUGHES HOLDINGS INC | 181K | $1M+ | SH |
| LB | LANDBRIDGE COMPANY LLC | 294K | $1M+ | SH |
| WMB | WILLIAMS COS INC | 236K | $1M+ | SH |
| ABBV | ABBVIE INC | 60K | $1M+ | SH |
| MGV | VANGUARD WORLD FD | 92K | $1M+ | SH |
| IWL | ISHARES TR | 76K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 21K | $1M+ | SH |
| WEC | WEC ENERGY GROUP INC | 114K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 59K | $1M+ | SH |
| ABT | ABBOTT LABS | 87K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 12K | $1M+ | SH |
| XLP | SELECT SECTOR SPDR TR | 136K | $1M+ | SH |
| CRM | SALESFORCE INC | 38K | $1M+ | SH |
| ETN | EATON CORP PLC | 31K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 373K | $1M+ | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 123K | $1M+ | SH |
| TPL | TEXAS PACIFIC LAND CORPORATI | 32K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 46K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 312K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 26K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 12K | $1M+ | SH |
| MRSH | MARSH & MCLENNAN COS INC | 44K | $1M+ | SH |
| VLO | VALERO ENERGY CORP | 46K | $1M+ | SH |
| QUAL | ISHARES TR | 37K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 29K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 47K | $1M+ | SH |
| VFH | VANGUARD WORLD FD | 53K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 11K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 33K | $1M+ | SH |