Annex Advisory Services, LLC

CIK
1542287
City
BROOKFIELD
State / Country
WI

Top Portfolio Positions

236 positions · $2,273,092,459 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
809,750 $141,220,400 6.21%
AAPL
Apple Inc.
Technology
460,120 $116,773,854 5.14%
AMZN
Amazon Com Inc
Consumer Cyclical
472,785 $98,466,931 4.33%
MSFT
Microsoft Corp
Technology
238,941 $88,448,789 3.89%
TKO
TKO Group Holdings, Inc.
Communication Services
413,103 $83,302,219 3.66%
GOOGL
Alphabet Inc.
Communication Services
267,265 $76,854,723 3.38%
ADI
Analog Devices Inc
Technology
240,485 $76,507,897 3.37%
V
Visa Inc.
Financial Services
233,433 $70,552,789 3.10%
AVGO
Broadcom Inc.
Technology
225,201 $69,701,961 3.07%
META
Meta Platforms, Inc.
Communication Services
113,303 $64,824,045 2.85%

Holdings in GLBE

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Report Date Value (USD) Shares
2026-03-31 $1,971,222 63,897