Annex Advisory Services, LLC
CIK
1542287
City
BROOKFIELD
State / Country
WI
Top Portfolio Positions
237 positions ·
$2,273,349,839 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
Holdings in RQI
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $365,536 | 30,335 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $346,425 | 30,335 | Shares | Sole | 2026-01-26 | |
| No 13F history on record for this holder in this stock. | ||||||