Annex Advisory Services, LLC

Position in TOL — Toll Brothers, Inc.

CIK 1542287 BROOKFIELD, WI

Position in TOL

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

Position Value

$9,994,064

+$3,739,235 QoQ

Shares Held

60,662

+32.4% QoQ

Ownership

0.065%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

of 77 holders

Holding Since

Jun 2024

9 quarters on record

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

Consumer Cyclical · as of Jun 30, 2026

Annex Advisory Services, LLC holds $45,568,673 across 3 Residential Construction names. TOL ranks #2 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GRBK	Green Brick Partners, Inc.	437,049	$34,981,401
2	TOL	Toll Brothers, Inc. This page	60,662	$9,994,064
3	DHI	Horton D R Inc /De/	3,642	$593,208

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,994,064	60,662	+32.4%	Shares	Sole	2026-07-10
2026-03-31	$6,254,829	45,833	+3.6%	Shares	Sole	2026-04-16
2025-12-31	$5,983,620	44,251	+30.8%	Shares	Sole	2026-01-26
2025-09-30	$4,673,414	33,831	-24.0%	Shares	Sole	2025-10-17
2025-06-30	$5,078,214	44,495	-5.6%	Shares	Sole	2025-07-11
2025-03-31	$4,977,195	47,137	+1.2%	Shares	Sole	2025-04-11
2024-12-31	$5,864,735	46,564	-0.4%	Shares	Sole	2025-01-16
2024-09-30	$7,224,415	46,763	+91.4%	Shares	Sole	2024-10-10
2024-06-30	$2,814,538	24,436	—	Shares	Sole	2024-07-12
No filing history on record for this holder in this stock.