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Annis Gardner Whiting Capital Advisors, LLC

Q2 2026 13F filing

Updated 31 days ago

349 disclosed positions worth $666.3M

Portfolio value
$666.3M
Total holdings
349
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-10

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

Value
$81.8M
Shares
787.6K
% Port
12.28%
V

VANGUARD INDEX FDS

Value
$43M
Shares
116.3K
% Port
6.46%
B

THE BALDWIN INSURANCE GRP IN

Value
$42.1M
Shares
1.58M
% Port
6.31%
V

VANGUARD STAR FDS

Value
$29.4M
Shares
344.2K
% Port
4.42%
G

ALPHABET INC

Value
$20.9M
Shares
58.6K
% Port
3.14%
N

NVIDIA CORPORATION

Value
$17M
Shares
84.9K
% Port
2.55%
E

ISHARES TR

Value
$16.5M
Shares
54.8K
% Port
2.47%
A

APPLE INC

Value
$14.8M
Shares
51.1K
% Port
2.22%
B
9.BLK

ISHARES TR

Value
$13M
Shares
83.1K
% Port
1.96%
X
10.XOM

EXXON MOBIL CORP

Value
$12.3M
Shares
90.1K
% Port
1.85%
G

ALPHABET INC

Value
$12.3M
Shares
34.8K
% Port
1.85%
A
12.AMZN

AMAZON COM INC

Value
$11.5M
Shares
48.4K
% Port
1.73%
M
13.MSFT

MICROSOFT CORP

Value
$10.6M
Shares
28.4K
% Port
1.59%
M
14.META

META PLATFORMS INC

Value
$9.3M
Shares
16.5K
% Port
1.39%
H
15.HZO

MARINEMAX INC

Value
$6.6M
Shares
180.0K
% Port
0.99%
J

JPMORGAN CHASE & CO

Value
$6.5M
Shares
20.0K
% Port
0.98%
V
17.VGES

VANGUARD TAX-MANAGED FDS

Value
$6M
Shares
84.0K
% Port
0.90%
J
18.JNJ

JOHNSON & JOHNSON

Value
$4.8M
Shares
19.0K
% Port
0.72%
A
19.AMD

ADVANCED MICRO DEVICES INC

Value
$4.8M
Shares
8.3K
% Port
0.72%
A
20.AVGO

BROADCOM INC

Value
$4.8M
Shares
12.6K
% Port
0.71%
V
21.VGES

VANGUARD INDEX FDS

Value
$4.6M
Shares
15.0K
% Port
0.68%
G

GOLDMAN SACHS GROUP INC

Value
$4M
Shares
4.0K
% Port
0.61%
C
23.C-PR

CITIGROUP INC

Value
$3.9M
Shares
28.0K
% Port
0.59%
C
24.CC

CHEMOURS CO

Value
$3.9M
Shares
190.0K
% Port
0.59%
T
25.TALO

TALOS ENERGY INC

Value
$3.9M
Shares
300.1K
% Port
0.58%
T
26.TSLA

TESLA INC

Value
$3.9M
Shares
9.2K
% Port
0.58%
S
27.SUN

SUNOCO LP/SUNOCO FIN CORP

Value
$3.8M
Shares
56.8K
% Port
0.58%
M
28.MU

MICRON TECHNOLOGY INC

Value
$3.8M
Shares
3.3K
% Port
0.57%
H
29.HRTG

HERITAGE INSURANCE HLDGS INC

Value
$3.7M
Shares
143.0K
% Port
0.56%
V
30.VGES

VANGUARD INTL EQUITY INDEX F

Value
$3.3M
Shares
56.0K
% Port
0.50%
G
31.GE

GE AEROSPACE

Value
$3.2M
Shares
8.6K
% Port
0.48%
E
32.ETHA

ISHARES TR

Value
$3.1M
Shares
30.3K
% Port
0.47%
T
33.TXN

TEXAS INSTRS INC

Value
$3.1M
Shares
10.4K
% Port
0.47%
C
34.CSCO

CISCO SYS INC

Value
$3.1M
Shares
26.0K
% Port
0.46%
V
35.V

VISA INC

Value
$3.1M
Shares
8.9K
% Port
0.46%
B

BERKSHIRE HATHAWAY INC DEL

Value
$3M
Shares
6.0K
% Port
0.45%
S
37.SPY

STATE STR SPDR S&P 500 ETF T

Value
$3M
Shares
4.0K
% Port
0.45%
P
38.PGR

PROGRESSIVE CORP

Value
$3M
Shares
13.8K
% Port
0.45%
A
39.AMGN

AMGEN INC

Value
$2.9M
Shares
7.9K
% Port
0.43%
E
40.ETHA

ISHARES TR

Value
$2.8M
Shares
17.3K
% Port
0.43%
N

NOVO-NORDISK A S

Value
$2.8M
Shares
58.9K
% Port
0.42%
V
42.VGES

VANGUARD INTL EQUITY INDEX F

Value
$2.8M
Shares
17.7K
% Port
0.42%
C
43.CVX

CHEVRON CORPORATION

Value
$2.5M
Shares
15.0K
% Port
0.37%
W

WELLS FARGO & CO

Value
$2.5M
Shares
30.0K
% Port
0.37%
B

BANK OF AMER CORP

Value
$2.5M
Shares
43.4K
% Port
0.37%
G
46.GEV

GE VERNOVA INC

Value
$2.4M
Shares
2.0K
% Port
0.36%
S

SCHWAB CHARLES CORP

Value
$2.4M
Shares
25.6K
% Port
0.35%
V
48.VGES

VANGUARD INDEX FDS

Value
$2.3M
Shares
3.3K
% Port
0.34%
U
49.UBER

UBER TECHNOLOGIES INC

Value
$2.2M
Shares
30.6K
% Port
0.33%
L
50.LLY

ELI LILLY & CO

Value
$2.1M
Shares
1.7K
% Port
0.31%