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 151–200 of 357
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| COWZ | PACER FDS TR | 34K | $1M+ | SH |
| WMT | WALMART INC | 18K | $1M+ | SH |
| USB | US BANCORP DEL | 37K | $1M+ | SH |
| HWKN | HAWKINS INC | 14K | $1M+ | SH |
| VPG | VISHAY PRECISION GROUP INC | 50K | $1M+ | SH |
| MCRI | MONARCH CASINO & RESORT INC | 20K | $1M+ | SH |
| JOE | ST JOE CO | 32K | $1M+ | SH |
| PIPR | PIPER SANDLER COMPANIES | 5K | $1M+ | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 7K | $1M+ | SH |
| TCBX | THIRD COAST BANCSHARES INC | 47K | $1M+ | SH |
| NATH | NATHANS FAMOUS INC NEW | 18K | $1M+ | SH |
| LYTS | LSI INDS INC OHIO | 94K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| AFL | AFLAC INC | 14K | $1M+ | SH |
| RPM | RPM INTL INC | 15K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 11K | $1M+ | SH |
| GE | GE AEROSPACE | 5K | $1M+ | SH |
| OSCR | OSCAR HEALTH INC | 104K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 35K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| MCD | MCDONALDS CORP | 4K | $1M+ | SH |
| OII | OCEANEERING INTL INC | 54K | $1M+ | SH |
| UNP | UNION PAC CORP | 5K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 7K | $1M+ | SH |
| DGII | DIGI INTL INC | 26K | $1M+ | SH |
| BCPC | BALCHEM CORP | 7K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 2K | $1M+ | SH |
| BFC | BANK FIRST CORP | 8K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 18K | $1M+ | SH |
| BA | BOEING CO | 5K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 10K | $1M+ | SH |
| IWD | ISHARES TR | 5K | $1M+ | SH |
| GNRC | GENERAC HLDGS INC | 7K | $500K+ | SH |
| TRNS | TRANSCAT INC | 17K | $500K+ | SH |
| CLS | CELESTICA INC | 3K | $500K+ | SH |
| PEP | PEPSICO INC | 7K | $500K+ | SH |
| AME | AMETEK INC | 4K | $500K+ | SH |
| IWP | ISHARES TR | 6K | $500K+ | SH |
| FISV | FISERV INC | 13K | $500K+ | SH |
| TRV | TRAVELERS COMPANIES INC | 3K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| JAAA | JANUS DETROIT STR TR | 17K | $500K+ | SH |
| CVNA | CARVANA CO | 2K | $500K+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 13K | $500K+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 11K | $500K+ | SH |
| UTI | UNIVERSAL TECHNICAL INST INC | 31K | $500K+ | SH |
| SYK | STRYKER CORPORATION | 2K | $500K+ | SH |
| FDX | FEDEX CORP | 3K | $500K+ | SH |
| IWV | ISHARES TR | 2K | $500K+ | SH |