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 101–150 of 357
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 10K | $1M+ | SH |
| GSHD | GOOSEHEAD INS INC | 87K | $1M+ | SH |
| TOL | TOLL BROTHERS INC | 44K | $1M+ | SH |
| ACWV | ISHARES INC | 50K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 26K | $1M+ | SH |
| QCOM | QUALCOMM INC | 28K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 18K | $1M+ | SH |
| HD | HOME DEPOT INC | 13K | $1M+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 54K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 18K | $1M+ | SH |
| IWF | ISHARES TR | 9K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 15K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 9K | $1M+ | SH |
| LLY | ELI LILLY & CO | 4K | $1M+ | SH |
| AMGN | AMGEN INC | 13K | $1M+ | SH |
| IJR | ISHARES TR | 34K | $1M+ | SH |
| SO | SOUTHERN CO | 47K | $1M+ | SH |
| MAMA | MAMAS CREATIONS INC | 298K | $1M+ | SH |
| T | AT&T INC | 160K | $1M+ | SH |
| CSCO | CISCO SYS INC | 51K | $1M+ | SH |
| C | CITIGROUP INC | 32K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 67K | $1M+ | SH |
| IWB | ISHARES TR | 10K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 13K | $1M+ | SH |
| BRC | BRADY CORP | 46K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 45K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 15K | $1M+ | SH |
| AEM | AGNICO EAGLE MINES LTD | 20K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 69K | $1M+ | SH |
| RDVT | RED VIOLET INC | 56K | $1M+ | SH |
| HAL | HALLIBURTON CO | 113K | $1M+ | SH |
| GOOG | ALPHABET INC | 10K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 55K | $1M+ | SH |
| IESC | IES HLDGS INC | 8K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 38K | $1M+ | SH |
| LIN | LINDE PLC | 7K | $1M+ | SH |
| LPLA | LPL FINL HLDGS INC | 8K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | 63K | $1M+ | SH |
| CVE | CENOVUS ENERGY INC | 168K | $1M+ | SH |
| FCFS | FIRSTCASH HOLDINGS INC | 18K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 20K | $1M+ | SH |
| FIS | FIDELITY NATL INFORMATION SV | 37K | $1M+ | SH |
| AIZ | ASSURANT INC | 10K | $1M+ | SH |
| DCO | DUCOMMUN INC DEL | 25K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 16K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 13K | $1M+ | SH |
| BMI | BADGER METER INC | 13K | $1M+ | SH |
| SFM | SPROUTS FMRS MKT INC | 26K | $1M+ | SH |
| GHM | GRAHAM CORP | 32K | $1M+ | SH |