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Annis Gardner Whiting Capital Advisors

Latest statistics and disclosures from Annis Gardner Whiting Capital Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are EFA, BWIN, VTI, VXUS, GOOGL, and represent 31.17% of Annis Gardner Whiting Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: BWIN (+$37M), XOM (+$13M), GOOGL (+$6.2M), GOOG (+$5.6M), HZO, TALO, CC, SUN, VTI, VXUS.
Started 192 new stock positions in SPYM, KMAR, HRI, ANGI, PNFP, WILC, GEO, IJJ, CE, WHR.
Reduced shares in these 10 stocks: DVY, , MAR, LRCX, TSLA, UPS, XLB, HD, BUD, DVN.
Sold out of its positions in ASCI, AGYS, AEO, AstraZeneca, BILL, BFAM, Cadence Bank, KMX, CLS, Ceridian Hcm Hldg.
Annis Gardner Whiting Capital Advisors was a net buyer of stock by $110M.
Annis Gardner Whiting Capital Advisors has $625M in assets under management (AUM), dropping by 18.36%.
Central Index Key (CIK): 0001998414

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Portfolio Holdings for Annis Gardner Whiting Capital Advisors

Annis Gardner Whiting Capital Advisors holds 1330 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Annis Gardner Whiting Capital Advisors has 1330 total positions. Only the first 250 positions are shown.

Sign up to view all of the Annis Gardner Whiting Capital Advisors March 31, 2026 positions
Download the Annis Gardner Whiting Capital Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Msci Eafe Etf (EFA)	12.3	$77M		788k	97.13	View chart
The Baldwin Insurance Grp In Com Cl A (BWIN)	6.0	$38M	+11089%	1.7M	21.94	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	6.0	$37M	+8%	116k	320.81	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	4.3	$27M	+9%	346k	77.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.6	$16M	+60%	57k	287.56	View chart
Exxon Mobil Corporation (XOM)	2.4	$15M	+511%	90k	169.66	View chart
NVIDIA Corporation (NVDA)	2.2	$14M	+3%	80k	174.40	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.2	$14M		55k	248.00	View chart
Apple (AAPL)	2.0	$13M	+7%	49k	253.79	View chart
Ishares Tr Msci Acwi Etf (ACWI)	1.8	$12M		83k	138.37	View chart
Microsoft Corporation (MSFT)	1.6	$10M	+8%	28k	370.17	View chart
Alphabet Cap Stk Cl C (GOOG)	1.6	$10M	+125%	35k	286.86	View chart
Amazon (AMZN)	1.5	$9.6M	+7%	46k	208.27	View chart
Meta Platforms Cl A (META)	1.0	$6.4M	+3%	11k	572.14	View chart
JPMorgan Chase & Co. (JPM)	1.0	$6.0M	+4%	20k	294.15	View chart
Onestream Cl A	0.9	$5.5M	+10%	227k	24.01	View chart
MarineMax (HZO)	0.8	$4.9M	+857142%	180k	27.06	View chart
Johnson & Johnson (JNJ)	0.8	$4.7M		19k	244.44	View chart
Talos Energy (TALO)	0.8	$4.7M	+394736%	300k	15.76	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$4.6M		72k	64.08	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$3.9M	+9%	15k	261.92	View chart
Chemours (CC)	0.6	$3.7M	NEW	170k	22.03	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.6	$3.7M	+7000%	57k	64.97	View chart
Goldman Sachs (GS)	0.6	$3.6M	+2%	4.3k	845.99	View chart
Broadcom (AVGO)	0.5	$3.4M	-6%	11k	309.51	View chart
Heritage Ins Hldgs (HRTG)	0.5	$3.3M	+65%	127k	26.25	View chart
Tesla Motors (TSLA)	0.5	$3.2M	-11%	8.7k	371.73	View chart
Chevron Corporation (CVX)	0.5	$3.2M	+10%	15k	206.90	View chart
Citigroup Com New (C)	0.5	$3.1M		27k	113.41	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$3.0M	+9%	56k	54.05	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.5	$2.9M		30k	95.62	View chart
Amgen (AMGN)	0.4	$2.8M		8.0k	351.85	View chart
Progressive Corporation (PGR)	0.4	$2.8M	+2%	14k	198.24	View chart
Visa Com Cl A (V)	0.4	$2.7M	+7%	9.0k	302.25	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$2.6M		4.1k	652.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$2.6M	+17%	5.5k	479.22	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$2.5M		18k	141.42	View chart
Ge Aerospace Com New (GE)	0.4	$2.5M	+5%	8.7k	284.14	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$2.5M	+5%	18k	138.32	View chart
Charles Schwab Corporation (SCHW)	0.4	$2.4M		25k	93.98	View chart
Netflix (NFLX)	0.4	$2.4M		25k	96.15	View chart
Wells Fargo & Company (WFC)	0.4	$2.3M	+2%	30k	79.61	View chart
Novo-nordisk A S Adr (NVO)	0.3	$2.1M	+677%	58k	36.75	View chart
Uber Technologies (UBER)	0.3	$2.1M		29k	71.93	View chart
Bank of America Corporation (BAC)	0.3	$2.1M	+6%	43k	48.75	View chart
Barrick Mng Corp Com Shs (B)	0.3	$2.1M	NEW	51k	40.79	View chart
ConocoPhillips (COP)	0.3	$2.1M		16k	132.00	View chart
Texas Instruments Incorporated (TXN)	0.3	$2.0M		10k	194.14	View chart
Intercontinental Exchange (ICE)	0.3	$2.0M	+2%	13k	157.28	View chart
Shell Spon Ads (SHEL)	0.3	$2.0M		21k	93.00	View chart
Oracle Corporation (ORCL)	0.3	$2.0M	+12%	13k	147.11	View chart
Cisco Systems (CSCO)	0.3	$1.9M	+9%	25k	77.59	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$1.9M	+3%	34k	56.68	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.9M	+3%	3.2k	597.63	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.3	$1.9M	NEW	100k	19.30	View chart
McDonald's Corporation (MCD)	0.3	$1.8M	+5%	5.8k	310.80	View chart
Ge Vernova (GEV)	0.3	$1.7M	+10%	2.0k	873.28	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.3	$1.7M		15k	118.62	View chart
Pfizer (PFE)	0.3	$1.7M	+15%	61k	28.08	View chart
Mastercard Incorporated Cl A (MA)	0.3	$1.6M	+9%	3.3k	499.69	View chart
Marriott Intl Cl A (MAR)	0.3	$1.6M	-27%	5.0k	327.07	View chart
Advanced Micro Devices (AMD)	0.3	$1.6M	+8%	7.9k	203.44	View chart
Procter & Gamble Company (PG)	0.3	$1.6M	+4%	11k	144.44	View chart
SYSCO Corporation (SYY)	0.3	$1.6M		22k	71.33	View chart
Expedia Group Com New (EXPE)	0.2	$1.5M		6.6k	230.89	View chart
Abbvie (ABBV)	0.2	$1.5M	+14%	7.0k	217.50	View chart
Phillips 66 (PSX)	0.2	$1.5M		8.3k	182.18	View chart
Eli Lilly & Co. (LLY)	0.2	$1.5M	+12%	1.6k	919.83	View chart
Warner Bros Discovery Com Ser A (WBD)	0.2	$1.5M		54k	27.46	View chart
MercadoLibre (MELI)	0.2	$1.5M		858.00	1729.02	View chart
Home Depot (HD)	0.2	$1.5M	-19%	4.5k	328.91	View chart
Roper Industries (ROP)	0.2	$1.4M	+27%	4.0k	353.86	View chart
Airbnb Com Cl A (ABNB)	0.2	$1.4M		11k	126.28	View chart
Capital One Financial (COF)	0.2	$1.4M		7.7k	182.43	View chart
Markel Corporation (MKL)	0.2	$1.4M	-3%	730.00	1914.07	View chart
Ishares Tr Esg Aware Msci (ESML)	0.2	$1.4M		30k	47.02	View chart
Iac Com New (IAC)	0.2	$1.4M	+41%	34k	40.03	View chart
Sealed Air	0.2	$1.4M		32k	42.05	View chart
Medtronic SHS (MDT)	0.2	$1.3M		15k	87.09	View chart
Wal-Mart Stores (WMT)	0.2	$1.3M	+5%	11k	124.43	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$1.3M	+9%	18k	73.64	View chart
Blackrock (BLK)	0.2	$1.3M	+8%	1.4k	961.71	View chart
eBay (EBAY)	0.2	$1.3M		14k	91.02	View chart
EOG Resources (EOG)	0.2	$1.3M	+3%	9.1k	144.57	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.2	$1.3M		72k	18.29	View chart
MGM Resorts International. (MGM)	0.2	$1.3M		35k	37.01	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.2	$1.3M		30k	43.13	View chart
Deere & Company (DE)	0.2	$1.3M	+8%	2.2k	564.67	View chart
Dow (DOW)	0.2	$1.3M	+34231%	30k	41.65	View chart
General Dynamics Corporation (GD)	0.2	$1.2M		3.6k	343.22	View chart
Allstate Corporation (ALL)	0.2	$1.2M		5.8k	208.40	View chart
salesforce (CRM)	0.2	$1.2M	+3%	6.5k	186.67	View chart
Caterpillar (CAT)	0.2	$1.2M	+15%	1.7k	708.28	View chart
Cbre Group Cl A (CBRE)	0.2	$1.2M		8.6k	135.46	View chart
Axon Enterprise (AXON)	0.2	$1.1M		2.7k	424.69	View chart
General Motors Company (GM)	0.2	$1.1M		15k	74.50	View chart
Richardson Electronics (RELL)	0.2	$1.1M	NEW	100k	10.95	View chart
American Intl Group Com New (AIG)	0.2	$1.1M		14k	75.25	View chart
Raytheon Technologies Corp (RTX)	0.2	$1.1M	+27%	5.5k	192.90	View chart
Radian (RDN)	0.2	$1.1M		32k	33.08	View chart
Union Pacific Corporation (UNP)	0.2	$1.1M	+16%	4.3k	242.62	View chart
Coca-Cola Company (KO)	0.2	$1.0M	-5%	14k	76.24	View chart
Micron Technology (MU)	0.2	$1.0M	+12%	3.0k	337.89	View chart
Automatic Data Processing (ADP)	0.2	$1.0M		5.0k	203.75	View chart
Pepsi (PEP)	0.2	$1.0M	+4%	6.5k	155.29	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$1.0M		4.0k	250.58	View chart
Abbott Laboratories (ABT)	0.2	$1.0M	+3%	9.8k	102.67	View chart
Waste Management (WM)	0.2	$1.0M		4.4k	229.80	View chart
Walt Disney Company (DIS)	0.2	$999k		10k	96.38	View chart
Becton, Dickinson and (BDX)	0.2	$995k	+27%	6.3k	157.23	View chart
Lam Research Corp Com New (LRCX)	0.2	$990k	-32%	4.6k	213.78	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$989k		32k	30.96	View chart
Merck & Co (MRK)	0.2	$981k	-6%	8.1k	120.59	View chart
Ionis Pharmaceuticals (IONS)	0.2	$961k		13k	75.09	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$956k	-6%	3.3k	287.21	View chart
T Rowe Price Etf Capital Apprecia (TCAL)	0.2	$956k	+55%	43k	22.35	View chart
Biogen Idec (BIIB)	0.2	$952k		5.2k	183.33	View chart
Stryker Corporation (SYK)	0.2	$949k	+3%	2.9k	329.15	View chart
Verizon Communications (VZ)	0.1	$926k		19k	50.20	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$918k	+121%	2.1k	436.72	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$917k		22k	42.72	View chart
Canadian Pacific Kansas City (CP)	0.1	$901k		11k	78.82	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$896k		6.3k	142.43	View chart
Marathon Petroleum Corp (MPC)	0.1	$894k		3.7k	244.18	View chart
Fastenal Company (FAST)	0.1	$887k		19k	46.40	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$885k		4.1k	217.25	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$873k		21k	41.83	View chart
Costco Wholesale Corporation (COST)	0.1	$867k	+7%	870.00	996.57	View chart
Vail Resorts (MTN)	0.1	$860k		6.7k	128.32	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$860k		1.9k	446.54	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$853k		28k	30.32	View chart
PNC Financial Services (PNC)	0.1	$851k		4.1k	208.09	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$845k		19k	45.47	View chart
Lowe's Companies (LOW)	0.1	$836k	+16%	3.5k	236.29	View chart
Natera (NTRA)	0.1	$835k		4.2k	199.99	View chart
Boeing Company (BA)	0.1	$832k	+2%	4.2k	199.03	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$832k	+14%	7.4k	113.11	View chart
Charter Communications Cl A (CHTR)	0.1	$806k	-2%	3.7k	215.88	View chart
Quanta Services (PWR)	0.1	$805k	+9%	1.5k	549.02	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$779k	-4%	3.9k	198.29	View chart
Key (KEY)	0.1	$740k	+2%	37k	20.05	View chart
Autodesk (ADSK)	0.1	$740k	-3%	3.1k	239.40	View chart
Morgan Stanley Com New (MS)	0.1	$737k	+11%	4.5k	164.57	View chart
Keurig Dr Pepper (KDP)	0.1	$735k		28k	26.33	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$718k		1.00	718140.00	View chart
Southern Company (SO)	0.1	$713k	+2%	7.4k	96.52	View chart
Monolithic Power Systems (MPWR)	0.1	$711k		650.00	1093.45	View chart
Eaton Corp SHS (ETN)	0.1	$709k	+8%	2.0k	357.67	View chart
Prologis (PLD)	0.1	$699k	-7%	5.3k	132.18	View chart
Palantir Technologies Cl A (PLTR)	0.1	$690k	-11%	4.7k	146.28	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$687k		16k	42.50	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$674k		36k	19.00	View chart
Duke Energy Corp Com New (DUK)	0.1	$674k	+10%	5.1k	130.95	View chart
International Business Machines (IBM)	0.1	$672k	-4%	2.8k	242.39	View chart
Liberty Broadband Corp Com Ser C (LBRDK)	0.1	$669k		13k	50.30	View chart
Paypal Holdings (PYPL)	0.1	$658k	+24%	15k	45.23	View chart
Comcast Corp Cl A (CMCSA)	0.1	$655k	+5%	23k	28.71	View chart
Applied Materials (AMAT)	0.1	$654k		1.9k	341.79	View chart
Nextera Energy (NEE)	0.1	$649k	-14%	7.0k	92.88	View chart
Booking Holdings (BKNG)	0.1	$648k	-2%	154.00	4210.32	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$640k		22k	29.08	View chart
Lockheed Martin Corporation (LMT)	0.1	$635k	+79%	1.1k	604.39	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$635k	+21%	3.4k	184.28	View chart
Williams Companies (WMB)	0.1	$632k	+61%	8.7k	72.78	View chart
Bank of New York Mellon Corporation (BK)	0.1	$627k	-6%	5.3k	118.63	View chart
TJX Companies (TJX)	0.1	$626k	+21%	3.9k	159.70	View chart
Southwest Airlines (LUV)	0.1	$625k		17k	37.75	View chart
Truist Financial Corp equities (TFC)	0.1	$621k	-6%	14k	45.97	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$620k		1.6k	390.41	View chart
FactSet Research Systems (FDS)	0.1	$611k	+120%	2.8k	216.99	View chart
Rocket Lab Corp (RKLB)	0.1	$599k		9.3k	64.22	View chart
Moderna (MRNA)	0.1	$596k		12k	50.80	View chart
American Electric Power Company (AEP)	0.1	$593k	-3%	4.5k	131.08	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$593k	+346%	6.7k	88.46	View chart
Kinder Morgan (KMI)	0.1	$572k		17k	33.53	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$563k		2.9k	196.20	View chart
AFLAC Incorporated (AFL)	0.1	$559k	-2%	5.1k	109.72	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$558k		5.4k	103.13	View chart
Freeport Mcmoran CL B (FCX)	0.1	$548k	-28%	9.3k	58.78	View chart
Emerson Electric (EMR)	0.1	$548k	+14%	4.2k	131.02	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$539k	+253%	10k	51.93	View chart
Spotify Technology S A SHS (SPOT)	0.1	$535k		1.1k	484.91	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$531k		15k	35.59	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$530k	+17%	3.6k	145.79	View chart
Aon Shs Cl A (AON)	0.1	$526k	-6%	1.6k	322.78	View chart
L3harris Technologies (LHX)	0.1	$525k	+8%	1.5k	345.15	View chart
Cummins (CMI)	0.1	$519k		964.00	538.02	View chart
USA Rare Earth Inc A (USAR)	0.1	$506k		33k	15.13	View chart
Linde SHS (LIN)	0.1	$503k	+15%	1.0k	495.76	View chart
Ecolab (ECL)	0.1	$496k	+24%	1.9k	266.14	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$490k		2.7k	181.42	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$487k		3.2k	151.28	View chart
Honeywell International (HON)	0.1	$479k	+11%	2.1k	226.03	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$479k		5.2k	91.77	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$478k		12k	39.80	View chart
Qualcomm (QCOM)	0.1	$467k	+2%	3.6k	128.78	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$461k		11k	43.06	View chart
CVS Caremark Corporation (CVS)	0.1	$458k	-6%	6.4k	71.82	View chart
W.W. Grainger (GWW)	0.1	$457k	+3%	419.00	1090.81	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$457k	NEW	5.0k	91.37	View chart
Snowflake Com Shs (SNOW)	0.1	$453k		3.0k	150.82	View chart
Parker-Hannifin Corporation (PH)	0.1	$446k	-2%	498.00	895.24	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$438k	NEW	1.5k	302.25	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$437k		8.2k	53.33	View chart
Palo Alto Networks (PANW)	0.1	$437k	+9%	2.7k	160.32	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$436k		4.9k	88.49	View chart
Wayfair Cl A (W)	0.1	$433k		5.8k	75.21	View chart
Expeditors International of Washington (EXPD)	0.1	$432k		3.0k	143.23	View chart
Toast Cl A (TOST)	0.1	$431k		16k	26.51	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$430k		2.0k	211.15	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$423k		6.6k	64.35	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$418k		3.3k	125.13	View chart
Iqvia Holdings (IQV)	0.1	$410k	-4%	2.4k	170.54	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$404k		3.7k	109.10	View chart
Jones Lang LaSalle Incorporated (JLL)	0.1	$401k		1.3k	304.32	View chart
Icon SHS (ICLR)	0.1	$399k		3.6k	110.68	View chart
Innovator Etfs Trust Us Small Cap Pwr (KDEC)	0.1	$399k		16k	25.70	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$385k	+25%	2.4k	161.73	View chart
Thermo Fisher Scientific (TMO)	0.1	$383k	-2%	779.00	491.96	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$376k	+597%	8.8k	42.54	View chart
Corning Incorporated (GLW)	0.1	$373k	+10%	2.7k	135.97	View chart
Innovator Etfs Trust Us Small Cap Pow (KMAY)	0.1	$371k		13k	28.73	View chart
Intuit (INTU)	0.1	$370k	-7%	855.00	432.38	View chart
Raymond James Financial (RJF)	0.1	$366k	+38%	2.5k	144.79	View chart
Blue Owl Capital Com Cl A (OWL)	0.1	$365k	NEW	40k	9.13	View chart
Valley National Ban (VLY)	0.1	$364k	-6%	30k	12.36	View chart
American Water Works (AWK)	0.1	$362k		2.7k	136.09	View chart
Dex (DXCM)	0.1	$360k		5.7k	62.80	View chart
Bristol Myers Squibb (BMY)	0.1	$358k	+54%	5.9k	60.65	View chart
Nike CL B (NKE)	0.1	$357k	-19%	6.7k	53.06	View chart
At&t (T)	0.1	$356k	+62%	12k	28.99	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$353k		4.8k	73.94	View chart
Iovance Biotherapeutics (IOVA)	0.1	$352k	NEW	100k	3.51	View chart
Paychex (PAYX)	0.1	$350k		3.8k	92.12	View chart
Apollo Global Mgmt (APO)	0.1	$349k	-3%	3.1k	111.42	View chart
Atlassian Corporation Cl A (TEAM)	0.1	$339k	+224%	5.0k	68.25	View chart
Colgate-Palmolive Company (CL)	0.1	$338k	+34%	4.0k	85.23	View chart
Starbucks Corporation (SBUX)	0.1	$338k	-4%	3.8k	89.59	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$337k		1.6k	205.80	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$336k		7.3k	45.97	View chart
Vanguard World Utilities Etf (VPU)	0.1	$333k	+2%	1.7k	198.14	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$326k	-3%	963.00	338.00	View chart
Altria (MO)	0.1	$324k	+11%	4.8k	66.94	View chart
Analog Devices (ADI)	0.1	$320k	+17%	1.0k	318.14	View chart
American Express Company (AXP)	0.1	$320k	+4%	1.1k	302.48	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$318k		3.3k	95.44	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$313k		12k	26.20	View chart
Veeva Sys Cl A Com (VEEV)	0.0	$312k		1.8k	175.66	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.0	$311k	NEW	5.5k	57.07	View chart
Floor & Decor Hldgs Cl A (FND)	0.0	$311k		6.1k	50.80	View chart

Past Filings by Annis Gardner Whiting Capital Advisors

SEC 13F filings are viewable for Annis Gardner Whiting Capital Advisors going back to 2023

Annis Gardner Whiting Capital Advisors 2026 Q1 filed May 6, 2026
Annis Gardner Whiting Capital Advisors 2025 Q4 filed Feb. 9, 2026
Annis Gardner Whiting Capital Advisors 2025 Q3 filed Nov. 3, 2025
Annis Gardner Whiting Capital Advisors 2025 Q2 filed Aug. 11, 2025
Annis Gardner Whiting Capital Advisors 2025 Q1 filed May 9, 2025
Annis Gardner Whiting Capital Advisors 2024 Q4 filed Feb. 12, 2025
Annis Gardner Whiting Capital Advisors 2024 Q3 filed Nov. 14, 2024
Annis Gardner Whiting Capital Advisors 2024 Q2 filed Aug. 12, 2024
Annis Gardner Whiting Capital Advisors 2024 Q1 filed May 13, 2024
Annis Gardner Whiting Capital Advisors 2023 Q4 filed Feb. 9, 2024
Annis Gardner Whiting Capital Advisors 2023 Q3 filed Nov. 8, 2023

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