Annis Gardner Whiting Capital Advisors, LLC Incresed Positions in Q3 2025

Annis Gardner Whiting Capital Advisors, LLC

  • $485 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PIPR
Piper Sandler Companies

Financial Services
56
+ 2800.0%
$284.8 - $369.4 $15.9K - $20.7K
58 $20.1M
WMB
Williams Companies, Inc.

Energy
268
+ 5.83%
$56.52 - $64.01 $15.1K - $17.2K
4.86K $308M
CCL
Carnival Corp

Consumer Cyclical
659
+ 182.04%
$28.37 - $32.49 $18.7K - $21.4K
1.02K $29.5M
SPG
Simon Property Group Inc

Real Estate
32
+ 6.5%
$159.93 - $187.67 $5.12K - $6.01K
524 $98.3M
BALL
Ball Corp

Consumer Cyclical
385
+ 592.31%
$48.47 - $59.71 $18.7K - $23K
450 $22.7M
BND
Vanguard Bd Index Fd Inc Total

ETFs
87
+ 0.53%
$72.57 - $74.72 $6.31K - $6.5K
16.5K $1.22B
HCA
Hca Healthcare, Inc.

Healthcare
27
+ 17.09%
$334.32 - $426.2 $9.03K - $11.5K
185 $78.8M
DVY
Ishares Tr

ETFs
4
+ 0.21%
$133.88 - $142.57 $536 - $570
1.87K $266M
FDS
Factset Research Systems Inc

Financial Services
89
+ 178.0%
$283.86 - $450.3 $25.3K - $40.1K
139 $39.8M
ROK
Rockwell Automation, Inc

Industrials
29
+ 7.06%
$328.67 - $358.52 $9.53K - $10.4K
440 $154M
CMA
Comerica Inc

Financial Services
234
+ 390.0%
$60.93 - $71.05 $14.3K - $16.6K
294 $20.1M
EXC
Exelon Corp

Utilities
337
+ 169.35%
$42.73 - $45.54 $14.4K - $15.3K
536 $24.1M
FICO
Fair Isaac Corp

Technology
11
+ 366.67%
$1311.26 - $1869.83 $14.4K - $20.6K
14 $21M
IREN
Iris Energy LTD

Financial Services
265
+ 311.76%
$15.1 - $47.14 $4K - $12.5K
350 $16.4M
RSG
Republic Services, Inc.

Industrials
67
+ 121.82%
$225.33 - $246.01 $15.1K - $16.5K
122 $28M
CORT
Corcept Therapeutics Inc

Healthcare
163
+ 740.91%
$67.17 - $83.9 $10.9K - $13.7K
185 $15.4M
BX
Blackstone Inc.

Financial Services
24
+ 5.33%
$152.77 - $188.68 $3.67K - $4.53K
474 $81M
STT
State Street Corp

Financial Services
94
+ 38.21%
$102.01 - $117.25 $9.59K - $11K
340 $39.4M
AMP
Ameriprise Financial Inc

Financial Services
40
+ 25.16%
$486.13 - $544.55 $19.4K - $21.8K
199 $97.8M
MLM
Martin Marietta Materials Inc

Basic Materials
2
+ 1.41%
$546.36 - $631.12 $1.09K - $1.26K
144 $90.8M
ROST
Ross Stores, Inc.

Consumer Cyclical
21
+ 5.45%
$127.59 - $152.81 $2.68K - $3.21K
406 $61.9M
ACGL
Arch Capital Group Ltd.

Financial Services
139
+ 182.89%
$85.61 - $93.54 $11.9K - $13K
215 $19.5M
ROCK
Gibraltar Industries, Inc.

Industrials
196
+ 4900.0%
$58.09 - $66.74 $11.4K - $13.1K
200 $12.6M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
32
+ 22.38%
$301.44 - $365.84 $9.65K - $11.7K
175 $56.8M
VECO
Veeco Instruments Inc

Technology
221
+ 51.52%
$19.94 - $30.43 $4.41K - $6.73K
650 $19.8M
HAL
Halliburton CO

Energy
31
+ 1.32%
$20.5 - $25.11 $636 - $778
2.38K $58.6M
UHS
Universal Health Services Inc

Healthcare
49
+ 326.67%
$154.95 - $204.44 $7.59K - $10K
64 $13.1M
TMST
Timken Steel Corp

Basic Materials
200
+ 3.33%
N/A
6.21K $103M
MSI
Motorola Solutions, Inc.

Technology
2
+ 0.84%
$408.73 - $490.3 $817 - $981
241 $110M
Howard Hughes Holdings Inc
116
+ 2320.0%
N/A
121 $9.94M
SF
Stifel Financial Corp

Financial Services
77
+ 114.93%
$105.26 - $116.4 $8.11K - $8.96K
144 $16.3M
TER
Teradyne, Inc

Technology
5
+ 2.76%
$90.15 - $137.64 $451 - $688
186 $25.6M
DGRO
Ishares Core Dividend Growth E

ETFs
28
+ 1.77%
$64.12 - $68.08 $1.8K - $1.91K
1.61K $110M
BRO
Brown & Brown, Inc.

Financial Services
234
+ 29.29%
$90.88 - $108.93 $21.3K - $25.5K
1.03K $96.9M
OXY
Occidental Petroleum Corp

Energy
129
+ 30.94%
$42.54 - $48.1 $5.49K - $6.2K
546 $25.9M
MNST
Monster Beverage Corp

Consumer Defensive
40
+ 3.41%
$58.65 - $67.31 $2.35K - $2.69K
1.21K $81.7M
VSH
Vishay Intertechnology Inc

Technology
1.7K
+ 5.48%
$13.76 - $17.88 $23.4K - $30.4K
32.7K $500M
Ge Healthcare Technologies I
99
+ 17.77%
N/A
656 $49.3M
CNK
Cinemark Holdings, Inc.

Communication Services
277
+ 865.63%
$24.81 - $30.71 $6.87K - $8.51K
309 $8.66M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
103
+ 15.73%
$62.57 - $69.12 $6.44K - $7.12K
758 $51.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
55
+ 3.5%
$97.75 - $100.75 $5.38K - $5.54K
1.63K $163M
MRNA
Moderna, Inc.

Healthcare
997
+ 9.36%
$23.51 - $34.67 $23.4K - $34.6K
11.7K $301M
VTR
Ventas, Inc.

Real Estate
90
+ 140.63%
$62.76 - $69.99 $5.65K - $6.3K
154 $10.8M
PEAK
Healthpeak Properties, Inc.

Real Estate
327
+ 193.49%
N/A
496 $9.5M
LEN
Lennar Corp

Consumer Cyclical
6
+ 1.63%
$107.73 - $142.4 $646 - $854
375 $47.3M
UAL
United Airlines Holdings, Inc.

Industrials
36
+ 24.0%
$80.05 - $109.36 $2.88K - $3.94K
186 $17.9M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
116
+ 13.17%
$46.86 - $48.27 $5.44K - $5.6K
997 $47.9M
ADM
Archer Daniels Midland CO

Consumer Defensive
93
+ 1162.5%
$53.54 - $64.21 $4.98K - $5.97K
101 $6.03M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
79
+ 12.72%
$196.15 - $217.83 $15.5K - $17.2K
700 $141M
Activity Summary
Buys All Purchases 469 New Holdings 120 Increased Positions 349 Sells All Sells 317 Reductions 316 Sold out 1 Options Calls 0 Puts 0
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