ANNEX ADVISORY SERVICES, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AVGO | 208K | $68.77M |
 | SFM | 207K | $22.56M |
 | UPST | 207K | $10.52M |
 | ORCL | 207K | $58.21M |
 | CVX | 206K | $31.94M |
 | GNRC | 195K | $32.56M |
 | FNV | 191K | $42.49M |
 | CRM | 144K | $34.15M |
 | GSHD | 143K | $10.63M |
 | META | 137K | $100.35M |
 | EXPE | 126K | $26.96M |
 | UFPT | 123K | $24.47M |
 | MSFT | 121K | $62.83M |
 | MNST | 120K | $8.11M |
 | WST | 113K | $29.68M |
 | WEC | 106K | $12.20M |
 | CL | 106K | $8.48M |
 | CTAS | 105K | $21.48M |
 | MEDP | 102K | $52.28M |
 | LYTS | 97K | $2.28M |
Broadcom Inc.
AVGO
Shares Held
208K
Value
$68.77M
Sprouts Farmers Market, Inc.
SFM
Shares Held
207K
Value
$22.56M
Upstart Holdings, Inc.
UPST
Shares Held
207K
Value
$10.52M
Oracle Corporation
ORCL
Shares Held
207K
Value
$58.21M
Chevron Corporation
CVX
Shares Held
206K
Value
$31.94M
Generac Holdings Inc.
GNRC
Shares Held
195K
Value
$32.56M
Franco-Nevada Corporation
FNV
Shares Held
191K
Value
$42.49M
Salesforce, Inc.
CRM
Shares Held
144K
Value
$34.15M
Goosehead Insurance, Inc
GSHD
Shares Held
143K
Value
$10.63M
Meta Platforms, Inc.
META
Shares Held
137K
Value
$100.35M
Expedia Group, Inc.
EXPE
Shares Held
126K
Value
$26.96M
UFP Technologies, Inc.
UFPT
Shares Held
123K
Value
$24.47M
Microsoft Corporation
MSFT
Shares Held
121K
Value
$62.83M
Monster Beverage Corporation
MNST
Shares Held
120K
Value
$8.11M
West Pharmaceutical Services, Inc.
WST
Shares Held
113K
Value
$29.68M
WEC Energy Group, Inc.
WEC
Shares Held
106K
Value
$12.20M
Colgate-Palmolive Company
CL
Shares Held
106K
Value
$8.48M
Cintas Corporation
CTAS
Shares Held
105K
Value
$21.48M
Medpace Holdings, Inc.
MEDP
Shares Held
102K
Value
$52.28M
LSI Industries Inc.
LYTS
Shares Held
97K
Value
$2.28M