Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Annis Gardner Whiting Capital Advisors, LLC (CIK 1998414) reported $624.5M across 1,316 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: EFA ($76.5M, 12.26%), BWIN ($37.7M, 6.03%), VTI ($37.3M, 5.98%), VXUS ($26.7M, 4.28%), GOOGL ($16.4M, 2.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EFA | ISHARES TR | $76.5M | 12.26% | 788,080 | Trimmed |
| 2 | BWIN | THE BALDWIN INSURANCE GRP IN | $37.7M | 6.03% | 1.7M | Added |
| 3 | VTI | VANGUARD INDEX FDS | $37.3M | 5.98% | 116,329 | Added |
| 4 | VXUS | VANGUARD STAR FDS | $26.7M | 4.28% | 346,238 | Added |
| 5 | GOOGL | ALPHABET INC | $16.4M | 2.63% | 57,116 | Added |
| 6 | XOM | EXXON MOBIL CORP | $15.3M | 2.45% | 90,074 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $14.0M | 2.24% | 80,207 | Added |
| 8 | IWM | ISHARES TR | $13.6M | 2.18% | 54,807 | Hold |
| 9 | AAPL | APPLE INC | $12.5M | 2.00% | 49,211 | Added |
| 10 | ACWI | ISHARES TR | $11.5M | 1.84% | 83,076 | Hold |
| 11 | MSFT | MICROSOFT CORP | $10.2M | 1.63% | 27,456 | Added |
| 12 | GOOG | ALPHABET INC | $10.1M | 1.62% | 35,342 | Added |
| 13 | AMZN | AMAZON COM INC | $9.6M | 1.53% | 45,912 | Added |
| 14 | META | META PLATFORMS INC | $6.4M | 1.03% | 11,236 | Added |
| 15 | JPM | JPMORGAN CHASE & CO | $6.0M | 0.95% | 20,252 | Added |
| 16 | OS | ONESTREAM INC | $5.5M | 0.87% | 227,217 | Added |
| 17 | HZO | MARINEMAX INC | $4.9M | 0.78% | 180,021 | Added |
| 18 | TALO | TALOS ENERGY INC | $4.7M | 0.76% | 300,076 | Added |
| 19 | JNJ | JOHNSON & JOHNSON | $4.7M | 0.76% | 19,392 | Trimmed |
| 20 | VEA | VANGUARD TAX-MANAGED FDS | $4.6M | 0.74% | 71,992 | Trimmed |
| 21 | VB | VANGUARD INDEX FDS | $3.9M | 0.63% | 14,940 | Added |
| 22 | CC | CHEMOURS CO | $3.7M | 0.60% | 170,000 | New |
| 23 | SUN | SUNOCO LP/SUNOCO FIN CORP | $3.7M | 0.59% | 56,800 | Added |
| 24 | GS | GOLDMAN SACHS GROUP INC | $3.6M | 0.58% | 4,272 | Added |
| 25 | AVGO | BROADCOM INC | $3.4M | 0.54% | 10,879 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31