ANNEX ADVISORY SERVICES, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AME | 4K | $834.53K |
 | BX | 4K | $750.49K |
 | GE | 4K | $1.23M |
 | LLY | 4K | $3.01M |
 | DOOO | 4K | $239.53K |
 | CEG | 4K | $1.29M |
 | UPS | 4K | $320.82K |
 | ALL | 4K | $763.94K |
 | FOUR | 4K | $273.76K |
 | BMO | 3K | $450.59K |
 | ANET | 3K | $502.55K |
 | MCD | 3K | $1.03M |
 | MGEE | 3K | $273.96K |
 | CLS | 3K | $789.15K |
 | NVT | 3K | $310.59K |
 | TSLA | 3K | $1.39M |
 | KMB | 3K | $382.58K |
 | JCI | 3K | $332.23K |
 | WINA | 3K | $1.49M |
 | ADP | 3K | $870.62K |
AMETEK, Inc.
AME
Shares Held
4K
Value
$834.53K
Blackstone Inc.
BX
Shares Held
4K
Value
$750.49K
GE Aerospace
GE
Shares Held
4K
Value
$1.23M
Eli Lilly and Company
LLY
Shares Held
4K
Value
$3.01M
BRP Inc.
DOOO
Shares Held
4K
Value
$239.53K
Constellation Energy Corporation
CEG
Shares Held
4K
Value
$1.29M
United Parcel Service, Inc.
UPS
Shares Held
4K
Value
$320.82K
The Allstate Corporation
ALL
Shares Held
4K
Value
$763.94K
Shift4 Payments, Inc.
FOUR
Shares Held
4K
Value
$273.76K
Bank of Montreal
BMO
Shares Held
3K
Value
$450.59K
Arista Networks, Inc.
ANET
Shares Held
3K
Value
$502.55K
McDonald's Corporation
MCD
Shares Held
3K
Value
$1.03M
MGE Energy, Inc.
MGEE
Shares Held
3K
Value
$273.96K
Celestica Inc.
CLS
Shares Held
3K
Value
$789.15K
nVent Electric plc
NVT
Shares Held
3K
Value
$310.59K
Tesla, Inc.
TSLA
Shares Held
3K
Value
$1.39M
Kimberly-Clark Corporation
KMB
Shares Held
3K
Value
$382.58K
Johnson Controls International plc
JCI
Shares Held
3K
Value
$332.23K
Winmark Corporation
WINA
Shares Held
3K
Value
$1.49M
Automatic Data Processing, Inc.
ADP
Shares Held
3K
Value
$870.62K