Annex Advisory Services, LLC Q1 2026 Filing

Filed April 16, 2026

Portfolio Value

$3.0T

Holdings

374

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (374 positions)

StockValue
MUBISHARES TR
$705K
GNRCGENERAC HLDGS INC
$694K
IUSGISHARES TR
$663K
CVNACARVANA CO
$661K
PSXPHILLIPS 66
$658K
VOVANGUARD INDEX FDS
$648K
ALSALLSTATE CORP
$637K
IWSISHARES TR
$615K
MRKMERCK & CO INC
$612K
WINAWINMARK CORP
$611K
RTXRTX CORPORATION
$595K
IVWISHARES TR
$585K
ITWILLINOIS TOOL WKS INC
$580K
ADPAUTOMATIC DATA PROCESSING IN
$576K
IUSVISHARES TR
$571K
AXPAMERICAN EXPRESS CO
$570K
CAHCARDINAL HEALTH INC
$569K
VTVVANGUARD INDEX FDS
$566K
DHID R HORTON INC
$564K
APPAPPLOVIN CORP
$561K
SYKSTRYKER CORPORATION
$547K
INTUINTUIT
$543K
NOBLPROSHARES TR
$538K
BMOBANK MONTREAL MEDIUM
$531K
DOVDOVER CORP
$519K
BXBLACKSTONE INC
$499K
MPCMARATHON PETE CORP
$485K
ROKROCKWELL AUTOMATION INC
$477K
FEXFIRST TR EXCHANGE-TRADED ALP
$476K
JCIJOHNSON CONTROLS INTERNATION
$460K
NOCNORTHROP GRUMMAN CORP
$458K
LOWLOWES COS INC
$455K
AQLTISHARES TR
$434K
OSKOSHKOSH CORP
$425K
COPCONOCOPHILLIPS
$419K
ANETARISTA NETWORKS INC
$390K
STXSEAGATE TECHNOLOGY HLDNGS PL
$387K
IVEISHARES TR
$385K
WSTWEST PHARMACEUTICAL SVSC INC
$380K
XLISELECT SECTOR SPDR TR
$376K
NVTNVENT ELEC PLC
$375K
CEGCONSTELLATION ENERGY CORP
$339K
APHAMPHENOL CORP
$324K
SHOPSHOPIFY INC
$320K
AMDADVANCED MICRO DEVICES INC
$316K
XMHQINVESCO EXCHANGE TRADED FD T
$304K
HIIHUNTINGTON INGALLS INDS INC
$300K
DEDEERE & CO
$295K
GRIDFIRST TR EXCHANGE-TRADED FD
$292K
PPAINVESCO EXCHANGE TRADED FD T
$284K
ABGCENCORA INC
$284K
NUENUCOR CORP
$266K
TJXTJX COS INC NEW
$259K
CWCURTISS WRIGHT CORP
$257K
ATDATI INC
$256K
TLHISHARES TR
$254K
FDNFIRST TR EXCHANGE-TRADED FD
$249K
DYHTARGET CORP
$243K
MSIMOTOROLA SOLUTIONS INC
$243K
LRCXLAM RESEARCH CORP
$240K
AEPAMERICAN ELEC PWR CO INC
$237K
DUKDUKE ENERGY CORP NEW
$236K
EMREMERSON ELEC CO
$236K
IWMISHARES TR
$232K
XLYSELECT SECTOR SPDR TR
$230K
VDEVANGUARD WORLD FD
$227K
ACNACCENTURE PLC IRELAND
$219K
PNCPNC FINL SVCS GROUP INC
$215K
CRWDCROWDSTRIKE HLDGS INC
$214K
LMTLOCKHEED MARTIN CORP
$211K
RCLROYAL CARIBBEAN GROUP
$208K
KLACKLA CORP
$205K
EDCONSOLIDATED EDISON INC
$205K
MGKVANGUARD WORLD FD
$201K
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