Stock Taper

ANNEX ADVISORY SERVICES, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Boeing CompanyBA4.59K$994.46K
Pentair plcPNR4.51K$345.46K
Linde plcLIN4.44K$2.3M
McDonald's CorporationMCD4.03K$1.09M
AMETEK, Inc.AME3.97K$961.47K
United Parcel Service, Inc.UPS3.97K$426.34K
Bank of MontrealBMO3.84K$677.83K
Eli Lilly and CompanyLLY3.83K$4.6M
Union Pacific CorporationUNP3.83K$1.04M
Coinbase Global, Inc.COIN3.75K$548.5K
Edwards Lifesciences CorporationEW3.71K$335.43K
Salesforce, Inc.CRM3.66K$573.97K
D.R. Horton, Inc.DHI3.64K$593.16K
The Walt Disney CompanyDIS3.6K$345.95K
The Charles Schwab CorporationSCHW3.41K$314.41K
Generac Holdings Inc.GNRC3.31K$968.32K
MGE Energy, Inc.MGEE3.28K$267.72K
Arista Networks, Inc.ANET3.23K$548.03K
Edison InternationalEIX3.2K$238.53K
TechnipFMC plcFTI3.16K$209.77K