Annex Advisory Services, LLC
Annual return '25
+5.6%
SPY '25
+17.7%
Alpha
-12.2ptsvs SPY
Invested
$20.8B
Holdings
126
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GOOG
ALPHABET INC
Q4 2025: Exited (was 9.3k shares)
6.1%
02
$MSFT
MICROSOFT CORP
Q4 2025: Exited (was 121.3k shares)
5.5%
03
$AMZN
AMAZON COM INC
Q4 2025: Exited (was 431.0k shares)
4.9%
04
$SHEL
SHELL PLC
Held since at least Q1 2024
4.3%
05
$MRSH
MARSH & MCLENNAN COS INC
Q4 2025: Exited (was 96.4k shares)
3.9%
06
$V
VISA INC
Q4 2025: Exited (was 214.1k shares)
3.8%
07
$APH
AMPHENOL CORP
Q4 2025: Exited (was 2.5k shares)
3.3%
08
$NOC
NORTHROP GRUMMAN CORP
Q4 2025: Exited (was 889 shares)
3.0%
09
$WAT
WATERS CORP
Held since at least Q1 2024
2.7%
10
$AON
AON PLC
Q2 2025: Exited (was 517 shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:13 UTC.