Long-term investor
Annis Gardner Whiting Capital Advisors, LLC @annisgardnerwhitingcapit
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001998414).
Record
- Tracked since 2025-06-30 (441 days), 105 trades recorded
- Returns: week n/a · month n/a · 90 days +9.8% · 6 months n/a · 1 year +15.7% · all +15.7%
- Max drawdown n/a · win rate 39% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- EFA · 12.3% · long · since 2025-06-30
- VTI · 6.5% · long · since 2025-06-30
- BWIN · 6.3% · long · since 2025-06-30
- VXUS · 4.4% · long · since 2025-06-30
- GOOGL · 3.1% · long · since 2025-06-30
- NVDA · 2.6% · long · since 2025-06-30
- IWM · 2.5% · long · since 2025-06-30
- AAPL · 2.2% · long · since 2025-06-30
- ACWI · 2.0% · long · since 2025-09-30
- XOM · 1.8% · long · since 2025-06-30
- GOOG · 1.8% · long · since 2025-06-30
- AMZN · 1.7% · long · since 2025-06-30