Long-term investor
Annex Advisory Services, LLC @annexadvisoryservicesllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001542287).
Record
- Tracked since 2025-06-30 (441 days), 139 trades recorded
- Returns: week n/a · month n/a · 90 days +9.6% · 6 months n/a · 1 year +12.1% · all +12.1%
- Max drawdown n/a · win rate 18% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- UBND · 7.0% · long · since 2025-06-30
- GSIE · 4.8% · long · since 2025-09-30
- AVUS · 4.4% · long · since 2025-06-30
- SMTH · 4.1% · long · since 2025-06-30
- DFAU · 3.8% · long · since 2025-12-31
- LRGF · 3.7% · long · since 2026-03-31
- DFAI · 2.9% · long · since 2026-03-31
- AVEM · 2.6% · long · since 2025-06-30
- AVDE · 2.3% · long · since 2025-06-30
- NVDA · 2.2% · long · since 2025-06-30
- AAPL · 2.2% · long · since 2025-06-30
- DFIC · 1.7% · long · since 2025-06-30