Annex Advisory Services, LLC

Position in GNRC — Generac Holdings Inc.

CIK 1542287 BROOKFIELD, WI

Position in GNRC

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$968,322

+$274,706 QoQ

Shares Held

3,307

-6.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#45

of 118 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Jun 30, 2026

Annex Advisory Services, LLC holds $20,758,922 across 10 Specialty Industrial Machinery names. GNRC ranks #4 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	25,593	$10,905,689
2	GHM	Graham Corp	31,160	$3,857,296
3	GEV	GE Vernova Inc.	1,199	$1,408,657
4	GNRC	Generac Holdings Inc. This page	3,307	$968,322
5	AME	Ametek Inc/	3,974	$961,469
6	ROK	Rockwell Automation, Inc	1,861	$921,343
7	ITW	Illinois Tool Works Inc	2,295	$620,728
8	DOV	DOVER Corp	2,463	$552,401

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$968,322	3,307	-6.9%	Shares	Sole	2026-07-10
2026-03-31	$693,616	3,551	-50.6%	Shares	Sole	2026-04-16
2025-12-31	$980,500	7,190	-96.3%	Shares	Sole	2026-01-26
2025-09-30	$32,562,480	194,519	+9.2%	Shares	Sole	2025-10-17
2025-06-30	$25,510,426	178,133	+15.9%	Shares	Sole	2025-07-11
2025-03-31	$19,467,878	153,714	+62.4%	Shares	Sole	2025-04-11
2024-12-31	$14,678,118	94,667	+26.1%	Shares	Sole	2025-01-16
2024-09-30	$11,932,205	75,102	+8.5%	Shares	Sole	2024-10-10
2024-06-30	$9,150,946	69,210	+17.3%	Shares	Sole	2024-07-12
2024-03-31	$7,442,133	58,999	+20.0%	Shares	Sole	2024-04-12
2023-12-31	$6,354,601	49,169	+10.7%	Shares	Sole	2024-02-13
2023-09-30	$4,840,874	44,428	+31.5%	Shares	Sole	2023-11-01
2023-06-30	$5,036,716	33,774	-29.8%	Shares	Sole	2023-07-24
2023-03-31	$5,197,549	48,121	+9.7%	Shares	Sole	2023-04-27
2022-12-31	$4,416,658	43,877	+142.3%	Shares	Sole	2023-01-30
2022-09-30	$3,226,115	18,110	+8.0%	Shares	Sole	2022-10-24
2022-06-30	$3,532,690	16,776	+36.9%	Shares	Sole	2022-07-27
2022-03-31	$3,643,218	12,256	+281.6%	Shares	Sole	2022-04-13
2021-12-31	$1,130,367	3,212	+148.4%	Shares	Sole	2022-01-31
2021-09-30	$528,410	1,293	-8.6%	Shares	Sole	2021-10-18
2021-06-30	$587,437	1,415	+5.2%	Shares	Sole	2021-07-29
2021-03-31	$440,420	1,345	+8.9%	Shares	Sole	2021-04-22
2020-12-31	$280,851	1,235	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.