Annex Advisory Services, LLC
Top Portfolio Positions
238 positions ·
$2,277,463,291 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
809,750 | $141,220,400 | 6.20% | |
| AAPL |
Apple Inc.
Technology
|
460,120 | $116,773,854 | 5.13% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
472,785 | $98,466,931 | 4.32% | |
| MSFT |
Microsoft Corp
Technology
|
238,941 | $88,448,789 | 3.88% | |
| TKO |
TKO Group Holdings, Inc.
Communication Services
|
413,103 | $83,302,219 | 3.66% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
267,265 | $76,854,723 | 3.37% | |
| ADI |
Analog Devices Inc
Technology
|
240,485 | $76,507,897 | 3.36% | |
| V |
Visa Inc.
Financial Services
|
233,433 | $70,552,789 | 3.10% | |
| AVGO |
Broadcom Inc.
Technology
|
225,201 | $69,701,961 | 3.06% | |
| META |
Meta Platforms, Inc.
Communication Services
|
113,303 | $64,824,045 | 2.85% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MCRI
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,447,384 | 15,140 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,922,230 | 20,086 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,153,526 | 20,347 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,054,851 | 23,772 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,768,579 | 22,747 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,258,691 | 15,953 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $983,899 | 12,412 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,074,273 | 15,768 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,055,709 | 14,078 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $891,274 | 12,889 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $584,298 | 9,409 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $521,823 | 7,407 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $406,490 | 5,482 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $317,863 | 4,134 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $210,300 | 3,746 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $228,050 | 3,887 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $307,049 | 3,520 | Shares | Sole | 2022-04-13 | |
| No 13F history on record for this holder in this stock. | ||||||