Annandale Capital, LLC Purchases in Q2 2025

Annandale Capital, LLC

  • $1.32 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
56.3K
+ 112.42%
$64.62 - $93.3 $3.64M - $5.25M
106K $9.92M
META
Meta Platforms, Inc.

Communication Services
90
+ 0.24%
$484.66 - $738.09 $43.6K - $66.4K
37.2K $27.4M
NFLX
Netflix Inc

Communication Services
5
+ 0.04%
$855.86 - $1339.13 $4.28K - $6.7K
12.8K $17.1M
Dimensional ETF Trust
46.6K
+ 14.41%
N/A
370K $24.7M
DFAI
Dimensional ETF Tr

ETFs
44.9K
+ 5.67%
$28.02 - $34.71 $1.26M - $1.56M
837K $28.9M
DFAE
Dimensional ETF Tr

ETFs
33.3K
+ 5.28%
$22.87 - $28.95 $763K - $965K
665K $19.3M
MSFT
Microsoft Corp

Technology
13
+ 0.06%
$354.56 - $497.45 $4.61K - $6.47K
23.2K $11.5M
PEP
Pepsico Inc

Consumer Defensive
17.9K
New
$128.02 - $151.37 $2.29M - $2.71M
17.9K $2.36M
AER
Aer Cap Holdings N.V.

Industrials
20K
New
$88.97 - $117.24 $1.78M - $2.34M
20K $2.34M
BUR
Burford Capital LTD

Financial Services
143K
+ 91.45%
$10.91 - $14.43 $1.56M - $2.07M
300K $4.28M
AMZN
Amazon Com Inc

Consumer Cyclical
982
+ 1.88%
$167.32 - $223.3 $164K - $219K
53.1K $11.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.94K
+ 19.46%
$152.42 - $182.82 $753K - $903K
30.3K $5.54M
MSCI
Msci Inc.

Financial Services
1.9K
New
$506.56 - $576.74 $962K - $1.1M
1.9K $1.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.84K
+ 1.87%
$114.78 - $133.31 $326K - $379K
154K $20.6M
DHR
Danaher Corp

Healthcare
5.1K
New
$174.64 - $205.16 $891K - $1.05M
5.1K $1.01M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
4.6K
New
$212.1 - $244.27 $976K - $1.12M
4.6K $1.01M
OSCR
Oscar Health, Inc.

Healthcare
45K
New
$11.6 - $21.44 $522K - $965K
45K $965K
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.33K
New
$390.26 - $489.06 $908K - $1.14M
2.33K $944K
OXY
Occidental Petroleum Corp

Energy
25.1K
+ 160.81%
$36.11 - $49.33 $905K - $1.24M
40.7K $1.71M
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.0%
$81.79 - $99.98 $81.8 - $100
86.1K $8.42M
AVUS
American Centy ETF Tr Avantis

ETFs
180
+ 0.19%
$81.38 - $100.82 $14.6K - $18.1K
95.2K $9.6M
DFAT
Dimensional ETF Tr U S Target

ETFs
10.4K
+ 10.99%
$44.8 - $53.97 $466K - $561K
105K $5.66M
MKL
Markel Corp

Financial Services
142
+ 4.53%
$1678.5 - $1997.36 $238K - $284K
3.28K $6.55M
MELI
Mercadolibre Inc

Consumer Cyclical
118
+ 37.34%
$1794.73 - $2613.63 $212K - $308K
434 $1.13M
MEDP
Medpace Holdings, Inc.

Healthcare
1.6K
New
$277.23 - $315.28 $444K - $504K
1.6K $502K
ICLR
Icon PLC

Healthcare
3.3K
New
$126.62 - $168.7 $418K - $557K
3.3K $480K
GOOG
Alphabet Inc.

Communication Services
241
+ 1.25%
$146.58 - $180.01 $35.3K - $43.4K
19.5K $3.46M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
698
New
$376.48 - $440.65 $263K - $308K
698 $308K
WSO
Watsco Inc

Industrials
1.1K
+ 36.56%
$421.84 - $520.66 $464K - $573K
4.11K $1.82M
DFAX
Dimensional ETF Tr
5.54K
+ 24.85%
$23.37 - $29.39 $129K - $163K
27.8K $817K
Dimensional ETF Trust
2.99K
+ 78.88%
N/A
6.79K $455K
VUG
Vanguard Growth ETF

ETFs
490
New
$329.49 - $438.4 $161K - $215K
490 $215K
BA
Boeing CO

Industrials
1.01K
New
$136.59 - $217.51 $138K - $219K
1.01K $211K
AVGE
American Centy ETF Tr Avantis
2.7K
New
N/A
2.7K $209K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.98K
+ 1.7%
$36.25 - $42.28 $71.6K - $83.5K
118K $5M
IWC
Russell Micro Cap ETF

ETFs
1.6K
New
$97.43 - $127.66 $156K - $204K
1.6K $204K
WFC
Wells Fargo & Company

Financial Services
7
+ 0.04%
$60.98 - $80.12 $427 - $561
18.4K $1.48M
ACGL
Arch Capital Group Ltd.

Financial Services
3.46K
+ 9.2%
$84.99 - $96.82 $294K - $335K
41.1K $3.74M
SCHG
Schwab Strategic Tr Us Large C

ETFs
17
+ 0.1%
$22.27 - $29.21 $379 - $497
17.5K $510K
ACWI
Ishares Msci Acwi ETF

ETFs
2
+ 0.04%
$103.59 - $128.6 $207 - $257
5.21K $670K
DFAU
Dimensional ETF Tr

ETFs
472
+ 4.12%
$34.04 - $42.36 $16.1K - $20K
11.9K $505K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
650
+ 10.63%
$29.12 - $35.84 $18.9K - $23.3K
6.76K $242K
BAC
Bank Of America Corp

Financial Services
1
+ 0.02%
$34.39 - $47.46 $34.4 - $47.5
5.75K $272K
HD
Home Depot, Inc.

Consumer Cyclical
13
+ 0.08%
$335.24 - $380.78 $4.36K - $4.95K
16.3K $5.98M
ET
Energy Transfer LP

Energy
16.1K
+ 2.59%
$15.65 - $18.93 $252K - $305K
637K $11.6M
CRGY
Crescent Energy CO

Energy
670
+ 4.04%
$7.29 - $11.18 $4.88K - $7.49K
17.3K $149K
FAF
First American Financial Corp

Financial Services
6.08K
+ 5.24%
$54.11 - $67.0 $329K - $407K
122K $7.49M
JNJ
Johnson & Johnson

Healthcare
1K
+ 4.72%
$146.36 - $159.82 $146K - $160K
22.2K $3.39M
EPD
Enterprise Products Partners L.P.

Energy
8.4K
+ 5.26%
$28.95 - $34.22 $243K - $287K
168K $5.21M
Activity Summary
Buys All Purchases 51 New Holdings 14 Increased Positions 37 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 1 Puts 2
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