Annis Gardner Whiting Capital Advisors, LLC: 13F holdings
CIK 19984142026Q2
| Positions | 349 |
|---|---|
| Reported value | $666.3m |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| EFA ISHARES TR | 787,607 | $81.8m | 12.3% |
| VTI VANGUARD INDEX FDS | 116,320 | $43.0m | 6.5% |
| BWIN THE BALDWIN INSURANCE GRP IN | 1,582,587 | $42.1m | 6.3% |
| VXUS VANGUARD STAR FDS | 344,219 | $29.4m | 4.4% |
| GOOGL ALPHABET INC | 58,577 | $20.9m | 3.1% |
| NVDA NVIDIA CORPORATION | 84,937 | $17.0m | 2.6% |
| IWM ISHARES TR | 54,807 | $16.5m | 2.5% |
| AAPL APPLE INC | 51,138 | $14.8m | 2.2% |
| ACWI ISHARES TR | 83,076 | $13.0m | 2.0% |
| EXXON MOBIL CORP | 90,082 | $12.3m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1998414")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.