Annex Advisory Services, LLC
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% |
Portfolio Trend
Holdings in VPG
Shares Held
Position Value (USD)
17 of 17 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,009,905 | 23,259 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,932,623 | 50,198 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,644,132 | 51,299 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,678,384 | 59,729 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,370,600 | 56,895 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,165,543 | 49,661 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $955,917 | 36,908 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $463,601 | 15,230 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $469,359 | 13,285 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $421,241 | 12,364 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $295,873 | 8,811 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $283,491 | 7,631 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $418,142 | 10,013 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $350,594 | 9,071 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $237,962 | 8,042 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $232,340 | 7,976 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $238,327 | 7,413 | Shares | Sole | 2022-04-13 | |
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