Institutions / Annis Gardner Whiting Capital Advisors, LLC
Annis Gardner Whiting Capital Advisors, LLC
CIK 1998414 · Institution · as of Dec 31, 2025
Portfolio value
$527.65M
Positions
1,209
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 1,209 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $75.73M | 14.4% |
| Vanguard Index Fds | $36.00M | 6.8% |
| Vanguard Star Fds | $23.79M | 4.5% |
| NVIDIA Corp | $14.41M | 2.7% |
| iShares Tr | $13.49M | 2.6% |
| Apple Inc. | $12.44M | 2.4% |
| Microsoft Corp | $12.29M | 2.3% |
| iShares Tr | $11.75M | 2.2% |
| Alphabet Inc. | $11.16M | 2.1% |
| Amazon.com Inc | $9.90M | 1.9% |
| Meta Platforms Inc | $7.18M | 1.4% |
| JPMORGAN CHASE & CO | $6.22M | 1.2% |
| Alphabet Inc. | $4.91M | 0.9% |
| Vanguard Tax-Managed Fds | $4.50M | 0.9% |
| Tesla Inc | $4.43M | 0.8% |
| Johnson & Johnson | $4.03M | 0.8% |
| Broadcom Inc. | $4.01M | 0.8% |
| Onestream, Inc. | $3.79M | 0.7% |
| The Goldman Sachs Group, Inc. | $3.68M | 0.7% |
| Vanguard Index Fds | $3.52M | 0.7% |
| Citigroup Inc | $3.17M | 0.6% |
| Progressive CORP/OH | $3.10M | 0.6% |
| Visa Inc | $2.94M | 0.6% |
| iShares Tr | $2.89M | 0.5% |
| SPDR S&P 500 ETF Tr | $2.78M | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.