Annis Gardner Whiting Capital Advisors, LLC - Portfolio overview

Annis Gardner Whiting Capital Advisors, LLC has 1499 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. EFA - ISHARES TR, 12.07%
2. BWIN - THE BALDWIN INSURANCE GRP IN, 5.94%
3. VTI - VANGUARD INDEX FDS, 5.89%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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