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 $666.3M across 349 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: EFA ($81.8M, 12.28%), VTI ($43.0M, 6.46%), BWIN ($42.1M, 6.31%), VXUS ($29.4M, 4.42%), GOOGL ($20.9M, 3.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EFA | ISHARES TR | $81.8M | 12.28% | 787,607 | Trimmed |
| 2 | VTI | VANGUARD INDEX FDS | $43.0M | 6.46% | 116,320 | Trimmed |
| 3 | BWIN | THE BALDWIN INSURANCE GRP IN | $42.1M | 6.31% | 1.6M | Trimmed |
| 4 | VXUS | VANGUARD STAR FDS | $29.4M | 4.42% | 344,219 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $20.9M | 3.14% | 58,577 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $17.0M | 2.55% | 84,937 | Added |
| 7 | IWM | ISHARES TR | $16.5M | 2.47% | 54,807 | Hold |
| 8 | AAPL | APPLE INC | $14.8M | 2.22% | 51,138 | Added |
| 9 | ACWI | ISHARES TR | $13.0M | 1.96% | 83,076 | Hold |
| 10 | XOM | EXXON MOBIL CORP | $12.3M | 1.85% | 90,082 | Added |
| 11 | GOOG | ALPHABET INC | $12.3M | 1.85% | 34,812 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $11.5M | 1.73% | 48,390 | Added |
| 13 | MSFT | MICROSOFT CORP | $10.6M | 1.59% | 28,374 | Added |
| 14 | META | META PLATFORMS INC | $9.3M | 1.39% | 16,468 | Added |
| 15 | HZO | MARINEMAX INC | $6.6M | 0.99% | 180,021 | Hold |
| 16 | JPM | JPMORGAN CHASE & CO | $6.5M | 0.98% | 19,980 | Trimmed |
| 17 | VEA | VANGUARD TAX-MANAGED FDS | $6.0M | 0.90% | 83,987 | Added |
| 18 | JNJ | JOHNSON & JOHNSON | $4.8M | 0.72% | 19,005 | Trimmed |
| 19 | AMD | ADVANCED MICRO DEVICES INC | $4.8M | 0.72% | 8,305 | Added |
| 20 | AVGO | BROADCOM INC | $4.8M | 0.71% | 12,583 | Added |
| 21 | VB | VANGUARD INDEX FDS | $4.6M | 0.68% | 15,040 | Added |
| 22 | GS | GOLDMAN SACHS GROUP INC | $4.0M | 0.61% | 4,003 | Trimmed |
| 23 | C | CITIGROUP INC | $3.9M | 0.59% | 28,021 | Added |
| 24 | CC | CHEMOURS CO | $3.9M | 0.59% | 190,015 | Added |
| 25 | TSLA | TESLA INC | $3.9M | 0.58% | 9,160 | Added |
Source: SEC Form 13F filings · as of 2026-06-30