Arkolith/Funds/Annis Gardner Whiting Capital Advisors, LLC

Annis Gardner Whiting Capital Advisors, LLC

CIK 1998414
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Annis Gardner Whiting Capital Advisors, LLC holds a focused book of 349 stocks worth $666.3M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Avax One Technology Ltd and trimmed Ishares Msci Eafe ETF. Their largest long position is Ishares Msci Eafe ETF at 12% of the equity book. Cloning the disclosed picks since 2024 would be +34% (+18.3%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
448
bought for the first time
Added to
188
already held, bought more
Trimmed
87
sold some, still holds it
Sold out
999
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+33.9%
+18.3%/yr · since Nov '24
Their reported book
+31.3%
held from quarter-end
S&P 500
+32.7%
same window
$9K$10K$11K$12K$13KNov '24Mar '25Jul '25Dec '25Apr '26Aug '26
Annis Gardner Whiting Capital Advisors, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.6 points over this window.

Growth of $10,000 cloning Annis Gardner Whiting Capital Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
33%
Top 10 holdings
44%
Top 20 holdings
55%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

62% mapped to company sectors

ETF / fund or unclassified
38%
Information Technology
20%
Financials
15%
Consumer Discretionary
6%
Industrials
5%
Health Care
5%
Energy
4%
Materials
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Annis Gardner Whiting Capital Advisors, LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$2.5T
FMR LLC80 / 80$880.7B
MORGAN STANLEY80 / 80$626.8B
JPMORGAN CHASE & CO80 / 80$592.6B
BANK OF AMERICA CORP /DE/80 / 80$410.8B
NORTHERN TRUST CORP80 / 80$354.1B
ROYAL BANK OF CANADA80 / 80$176.0B
UBS Group AG80 / 80$159.5B

Ranked by how many of Annis Gardner Whiting Capital Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

349 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
MSCI EAFE ETF
$81.8M787.6K
12.3%
−0.1%
Reduced · −473 sh
2Vanguard Index FDS
TOTAL STK MKT
$43.0M116.3K
6.5%
~0%
Reduced · −9 sh
3The Baldwin Insurance Grp In
COM CL A
$42.1M1.58M
6.3%
−7.8%
Reduced · −135K sh
4Vanguard Star FDS
VG TL INTL STK F
$29.4M344.2K
4.4%
−0.6%
Reduced · −2K sh
5Alphabet Inc
CAP STK CL A
$20.9M58.6K
3.1%
+2.5%
Added · +1K sh
6Nvidia Corporation
COM
$17.0M84.9K
2.6%
+5.9%
Added · +5K sh
7Ishares TR
RUSSELL 2000 ETF
$16.5M54.8K
2.5%
Held
8Apple Inc
COM
$14.8M51.1K
2.2%
+3.9%
Added · +2K sh
9Ishares TR
MSCI ACWI ETF
$13.0M83.1K
2.0%
Held
10Exxon Mobil Corp
COM
$12.3M90.1K
1.8%
~0%
Added · +8 sh
11Alphabet Inc
CAP STK CL C
$12.3M34.8K
1.8%
−1.5%
Reduced · −530 sh
12Amazon Com Inc
COM
$11.5M48.4K
1.7%
+5.4%
Added · +2K sh
13Microsoft Corp
COM
$10.6M28.4K
1.6%
+3.3%
Added · +918 sh
14Meta Platforms Inc
CL A
$9.3M16.5K
1.4%
+47%
Added · +5K sh
15Marinemax Inc
COM
$6.6M180.0K
1.0%
Held
16JPMorgan Chase & Co
COM
$6.5M20.0K
1.0%
−1.3%
Reduced · −272 sh
17Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$6.0M84.0K
0.9%
+17%
Added · +12K sh
18Johnson & Johnson
COM
$4.8M19.0K
0.7%
−2.0%
Reduced · −387 sh
19Advanced Micro Devices Inc
COM
$4.8M8.3K
0.7%
+5.2%
Added · +414 sh
20Broadcom Inc
COM
$4.8M12.6K
0.7%
+16%
Added · +2K sh
21Vanguard Index FDS
SMALL CP ETF
$4.6M15.0K
0.7%
+0.7%
Added · +100 sh
22Goldman Sachs Group Inc
COM
$4.0M4.0K
0.6%
−6.3%
Reduced · −269 sh
23Citigroup Inc
COM NEW
$3.9M28.0K
0.6%
+2.5%
Added · +677 sh
24Chemours Co
COM
$3.9M190.0K
0.6%
+12%
Added · +20K sh
25Talos Energy Inc
COM
$3.9M300.1K
0.6%
~0%
Added · +20 sh
26Tesla Inc
COM
$3.9M9.2K
0.6%
+5.2%
Added · +451 sh
27Sunoco Lp/sunoco Fin Corp
COM UT REP LP
$3.8M56.8K
0.6%
Held
28Micron Technology Inc
COM
$3.8M3.3K
0.6%
+8.1%
Added · +246 sh
29Heritage Insurance Hldgs Inc
COM
$3.7M143.0K
0.6%
+13%
Added · +16K sh
30Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$3.3M56.0K
0.5%
+0.3%
Added · +147 sh
31Ge Aerospace
COM NEW
$3.2M8.6K
0.5%
−1.1%
Reduced · −94 sh
32Ishares TR
ESG AW MSCI EAFE
$3.1M30.3K
0.5%
−0.1%
Reduced · −26 sh
33Texas Instrs Inc
COM
$3.1M10.4K
0.5%
+1.0%
Added · +103 sh
34Cisco Sys Inc
COM
$3.1M26.0K
0.5%
+3.6%
Added · +919 sh
35Visa Inc
COM CL A
$3.1M8.9K
0.5%
−1.6%
Reduced · −145 sh
36Berkshire Hathaway Inc Del
CL B NEW
$3.0M6.0K
0.5%
+9.9%
Added · +545 sh
37State STR SPDR S&P 500 ETF T
TR UNIT
$3.0M4.0K
0.5%
−0.5%
Reduced · −20 sh
38Progressive Corp
COM
$3.0M13.8K
0.5%
−0.9%
Reduced · −131 sh
39Amgen Inc
COM
$2.9M7.9K
0.4%
−0.9%
Reduced · −72 sh
40Ishares TR
ESG AWR MSCI USA
$2.8M17.3K
0.4%
−1.1%
Reduced · −195 sh
41Novo-Nordisk A S
ADR
$2.8M58.9K
0.4%
+1.2%
Added · +697 sh
42Vanguard Intl Equity Index F
TT WRLD ST ETF
$2.8M17.7K
0.4%
−0.7%
Reduced · −128 sh
43Chevron Corporation
COM
$2.5M15.0K
0.4%
−1.8%
Reduced · −281 sh
44Wells Fargo & Co
COM
$2.5M30.0K
0.4%
+1.5%
Added · +454 sh
45Bank Of Amer Corp
COM
$2.5M43.4K
0.4%
+0.9%
Added · +407 sh
46Ge Vernova Inc
COM
$2.4M2.0K
0.4%
+2.0%
Added · +39 sh
47Schwab Charles Corp
COM
$2.4M25.6K
0.4%
+0.5%
Added · +134 sh
48Vanguard Index FDS
S&P 500 ETF SHS
$2.3M3.3K
0.3%
+2.1%
Added · +67 sh
49Uber Technologies Inc
COM
$2.2M30.6K
0.3%
+4.2%
Added · +1K sh
50Eli Lilly & Co
COM
$2.1M1.7K
0.3%
+5.6%
Added · +91 sh
Showing 50 of 349 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 2026349$666.3M13F-HR
Q1 2026Mar 31, 2026May 6, 20261,330$624.5M13F-HR
Q4 2025Dec 31, 2025Feb 9, 20261,209$527.7M13F-HR
Q3 2025Sep 30, 2025Nov 3, 20251,179$484.9M13F-HR
Q2 2025Jun 30, 2025Aug 11, 20251,332$288.8M13F-HR
Q1 2025Mar 31, 2025May 9, 2025737$236.5M13F-HR
Q4 2024Dec 31, 2024Feb 12, 2025776$357.1M13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024730$355.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.