Annex Advisory Services 13F Holdings & Latest Moves
Latest 13F moves (filed Oct 16, 2026): 3 new positions, 19 added, 12 reduced. Largest change by value: added $DFAU ($250.11M held).
- New positions
- 3
- Added / reduced
- 19 / 12
- Sold out
- 0
Top buys and sells in the latest 13F
Biggest new and added positions
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $DFAU | Added | +417.70K (+9.58%) | 4.78M | $250.11M | — | ||||
| $DFAI | Added | +458.60K (+11.11%) | 4.59M | $190.05M | — | ||||
| $AAPL | Added | +91.51K (+20.16%) | 545.41K | $181.63M | Read | ||||
| $AVEM | Added | +124.81K (+8.06%) | 1.67M | $157.36M | — | ||||
| $DFIC | Added | +307.38K (+11.55%) | 2.97M | $111.69M | — |
Biggest reduced and exited positions
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $ADI | Reduced | -35.71K (-15.08%) | 201.07K | $79.77M | — | ||||
| $UFPT | Reduced | -19.68K (-15.08%) | 110.80K | $32.89M | — | ||||
| $EXPE | Reduced | -41.04K (-30.01%) | 95.71K | $25.21M | — | ||||
| $ISRG | Reduced | -34.40K (-37.82%) | 56.55K | $22.99M | — | ||||
| $COST | Reduced | -32.63K (-84.31%) | 6.07K | $5.53M | Read |
New positions in the latest 13F
Added positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $DFAU | Added | +417.70K (+9.58%) | 4.78M | $250.11M | — | ||||
| $DFAI | Added | +458.60K (+11.11%) | 4.59M | $190.05M | — | ||||
| $AAPL | Added | +91.51K (+20.16%) | 545.41K | $181.63M | Read | ||||
| $AVEM | Added | +124.81K (+8.06%) | 1.67M | $157.36M | — | ||||
| $DFIC | Added | +307.38K (+11.55%) | 2.97M | $111.69M | — | ||||
| $GOOGL | Added | +53.40K (+20.10%) | 319.12K | $109.80M | — | ||||
| $AGG | Added | +1.02M (+47842.68%) | 1.03M | $96.95M | Read | ||||
| $MU | Added | +45.08K (+849.89%) | 50.38K | $53.66M | Read | ||||
| $MRVL | Added | +175.21K (+831.75%) | 196.27K | $51.86M | Read | ||||
| $AMGN | Added | +98.95K (+794.24%) | 111.41K | $46.96M | Read | ||||
| $PYLD | Added | +400.40K (+29.78%) | 1.75M | $44.31M | — | ||||
| $CVX | Added | +70.30K (+49.43%) | 212.50K | $43.39M | — | ||||
| $UNH | Added | +48.28K (+70.40%) | 116.86K | $42.90M | — | ||||
| $LLY | Added | +29.35K (+765.22%) | 33.18K | $38.39M | Read | ||||
| $VRT | Added | +24.50K (+18.45%) | 157.25K | $37.95M | — | ||||
| $LRCX | Added | +112.16K (+9230.95%) | 113.37K | $37.24M | Read | ||||
| $TOL | Added | +214.44K (+353.50%) | 275.10K | $37.07M | Read | ||||
| $VPG | Added | +246.63K (+2799.77%) | 255.44K | $18.58M | — | ||||
| $CSCO | Added | +65.30K (+157.51%) | 106.76K | $11.49M | — |
Reduced positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $ADI | Reduced | -35.71K (-15.08%) | 201.07K | $79.77M | — | ||||
| $UFPT | Reduced | -19.68K (-15.08%) | 110.80K | $32.89M | — | ||||
| $EXPE | Reduced | -41.04K (-30.01%) | 95.71K | $25.21M | — | ||||
| $ISRG | Reduced | -34.40K (-37.82%) | 56.55K | $22.99M | — | ||||
| $COST | Reduced | -32.63K (-84.31%) | 6.07K | $5.53M | Read | ||||
| $TKO | Reduced | -393.25K (-93.95%) | 25.34K | $4.55M | Read | ||||
| $ORLY | Reduced | -372.57K (-87.94%) | 51.09K | $4.36M | Read | ||||
| $NEE | Reduced | -665.54K (-93.61%) | 45.47K | $3.44M | Read | ||||
| $VGLT | Reduced | -1.56M (-96.14%) | 62.71K | $3.14M | Read | ||||
| $WMB | Reduced | -92.87K (-71.95%) | 36.21K | $2.46M | — | ||||
| $LMAT | Reduced | -226.85K (-91.38%) | 21.40K | $1.77M | — | ||||
| $UBER | Reduced | -510.62K (-97.21%) | 14.63K | $1M | Read |
All tracked 13F moves by Annex Advisory Services
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $SMCI | New | +250.34K | 250.34K | $10.28M | Read | ||||
| $INTU | New | +59.52K | 59.52K | $16.41M | Read | ||||
| $XOM | New | +52.27K | 52.27K | $8.51M | Read | ||||
| $VGLT | Reduced | -1.56M (-96.14%) | 62.71K | $3.14M | Read | ||||
| $UFPT | Reduced | -19.68K (-15.08%) | 110.80K | $32.89M | — | ||||
| $UBER | Reduced | -510.62K (-97.21%) | 14.63K | $1M | Read | ||||
| $TKO | Reduced | -393.25K (-93.95%) | 25.34K | $4.55M | Read | ||||
| $WMB | Reduced | -92.87K (-71.95%) | 36.21K | $2.46M | — | ||||
| $ORLY | Reduced | -372.57K (-87.94%) | 51.09K | $4.36M | Read | ||||
| $NEE | Reduced | -665.54K (-93.61%) | 45.47K | $3.44M | Read | ||||
| $LMAT | Reduced | -226.85K (-91.38%) | 21.40K | $1.77M | — | ||||
| $ISRG | Reduced | -34.40K (-37.82%) | 56.55K | $22.99M | — | ||||
| $EXPE | Reduced | -41.04K (-30.01%) | 95.71K | $25.21M | — | ||||
| $COST | Reduced | -32.63K (-84.31%) | 6.07K | $5.53M | Read | ||||
| $ADI | Reduced | -35.71K (-15.08%) | 201.07K | $79.77M | — | ||||
| $VPG | Added | +246.63K (+2799.77%) | 255.44K | $18.58M | — | ||||
| $VRT | Added | +24.50K (+18.45%) | 157.25K | $37.95M | — | ||||
| $UNH | Added | +48.28K (+70.40%) | 116.86K | $42.90M | — | ||||
| $TOL | Added | +214.44K (+353.50%) | 275.10K | $37.07M | Read | ||||
| $PYLD | Added | +400.40K (+29.78%) | 1.75M | $44.31M | — | ||||
| $MU | Added | +45.08K (+849.89%) | 50.38K | $53.66M | Read | ||||
| $MRVL | Added | +175.21K (+831.75%) | 196.27K | $51.86M | Read | ||||
| $LRCX | Added | +112.16K (+9230.95%) | 113.37K | $37.24M | Read | ||||
| $LLY | Added | +29.35K (+765.22%) | 33.18K | $38.39M | Read | ||||
| $DFIC | Added | +307.38K (+11.55%) | 2.97M | $111.69M | — | ||||
| $DFAU | Added | +417.70K (+9.58%) | 4.78M | $250.11M | — | ||||
| $DFAI | Added | +458.60K (+11.11%) | 4.59M | $190.05M | — | ||||
| $CSCO | Added | +65.30K (+157.51%) | 106.76K | $11.49M | — | ||||
| $CVX | Added | +70.30K (+49.43%) | 212.50K | $43.39M | — | ||||
| $AVEM | Added | +124.81K (+8.06%) | 1.67M | $157.36M | — | ||||
| $AAPL | Added | +91.51K (+20.16%) | 545.41K | $181.63M | Read | ||||
| $AMGN | Added | +98.95K (+794.24%) | 111.41K | $46.96M | Read | ||||
| $GOOGL | Added | +53.40K (+20.10%) | 319.12K | $109.80M | — | ||||
| $AGG | Added | +1.02M (+47842.68%) | 1.03M | $96.95M | Read |
13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.
Stocks Annex Advisory Services holds or traded
Frequently asked questions
What did Annex Advisory Services buy and sell in its latest 13F?
It opened or added to $DFAU, $DFAI, $AAPL, $AVEM and $DFIC; it cut or exited $ADI, $UFPT, $EXPE, $ISRG and $COST.
Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.
Get a text when insiders, Congress or big funds trade a stock.
Free. Reply STOP anytime.