Annis Gardner Whiting Capital Advisors, LLC Purchases in Q2 2025

Annis Gardner Whiting Capital Advisors, LLC

  • $289 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AJG
Arthur J. Gallagher & Co.

Financial Services
131
+ 102.34%
$310.86 - $348.77 $40.7K - $45.7K
259 $82.9M
RELX
Relx PLC

Communication Services
712
New
$45.31 - $55.66 $32.3K - $39.6K
712 $38.7M
WELL
Welltower Inc.

Real Estate
229
+ 22.3%
$136.49 - $155.22 $31.3K - $35.5K
1.26K $193M
TRP
Tc Energy Corp

Energy
729
New
$44.48 - $51.4 $32.4K - $37.5K
729 $35.6M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
564
New
$54.27 - $63.01 $30.6K - $35.5K
564 $35.3M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
104
+ 126.83%
$179.95 - $278.88 $18.7K - $29K
186 $51.9M
MLM
Martin Marietta Materials Inc

Basic Materials
51
+ 56.04%
$452.51 - $568.19 $23.1K - $29K
142 $78M
AZN
Astrazeneca PLC

Healthcare
490
New
$64.87 - $75.0 $31.8K - $36.8K
490 $34.2M
XLF
Financial Sector Spdr

ETFs
648
New
$43.92 - $52.37 $28.5K - $33.9K
648 $33.9M
NVO
Novo Nordisk A S

Healthcare
500
+ 44.25%
$58.08 - $81.05 $29K - $40.5K
1.63K $113M
AEM
Agnico Eagle Mines LTD

Basic Materials
214
+ 28.46%
$99.48 - $124.46 $21.3K - $26.6K
966 $115M
RPRX
Royalty Pharma PLC

Healthcare
923
New
$30.85 - $36.14 $28.5K - $33.4K
923 $33.3M
KR
Kroger CO

Consumer Defensive
443
+ 136.31%
$64.62 - $74.0 $28.6K - $32.8K
768 $55.1M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
2.39K
New
$10.79 - $14.14 $25.8K - $33.8K
2.39K $32.8M
T Rowe Price ETF Inc
64
+ 0.65%
N/A
9.94K $351M
MNST
Monster Beverage Corp

Consumer Defensive
454
+ 63.06%
$55.01 - $64.24 $25K - $29.2K
1.17K $73.5M
MRVL
Marvell Technology, Inc.

Technology
387
New
$49.38 - $79.97 $19.1K - $30.9K
387 $30M
MCD
Mcdonalds Corp

Consumer Cyclical
295
+ 10.55%
$285.55 - $321.23 $84.2K - $94.8K
3.09K $903M
AXS
Axis Capital Holdings LTD

Financial Services
283
New
$87.23 - $106.93 $24.7K - $30.3K
283 $29.4M
DGX
Quest Diagnostics Inc

Healthcare
155
+ 110.71%
N/A
295 $53M
O
Realty Income Corp

Real Estate
526
+ 20.62%
$52.27 - $58.52 $27.5K - $30.8K
3.08K $177M
Kenvue Inc
1.4K
+ 4000.0%
N/A
1.44K $30M
Linde PLC
56
+ 7.12%
N/A
843 $396M
LMT
Lockheed Martin Corp

Industrials
39
+ 5.99%
$430.82 - $486.45 $16.8K - $19K
690 $320M
PLD
Prologis, Inc.

Real Estate
393
+ 20.59%
$89.76 - $112.34 $35.3K - $44.1K
2.3K $242M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
63
+ 78.75%
$177.93 - $313.14 $11.2K - $19.7K
143 $44.8M
IQV
Iqvia Holdings Inc.

Healthcare
200
+ 113.64%
$137.0 - $174.37 $27.4K - $34.9K
376 $59.3M
Te Connectivity PLC
28
+ 3.26%
N/A
886 $149M
FDX
Fedex Corp

Industrials
137
+ 76.11%
$198.07 - $245.17 $27.1K - $33.6K
317 $72.2M
XLP
Consumer Staples Sector Spdr

ETFs
347
New
N/A
347 $28.1M
DEO
Diageo PLC

Consumer Defensive
278
New
$99.86 - $115.75 $27.8K - $32.2K
278 $28M
MDLZ
Mondelez International, Inc.

Consumer Defensive
432
+ 16.01%
$63.54 - $68.5 $27.4K - $29.6K
3.13K $212M
PAYC
Paycom Software, Inc.

Technology
112
+ 79.43%
$193.07 - $265.71 $21.6K - $29.8K
253 $58.5M
SO
Southern CO

Utilities
304
+ 13.15%
$84.91 - $92.56 $25.8K - $28.1K
2.62K $240M
Ishares Tr
1.06K
New
N/A
1.06K $27.5M
HIG
Hartford Financial Services Group, Inc.

Financial Services
212
+ 126.95%
$109.83 - $131.67 $23.3K - $27.9K
379 $48.2M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
1.08K
New
$24.31 - $25.29 $26.3K - $27.4K
1.08K $27.4M
TDG
Trans Digm Group Inc

Industrials
15
+ 45.45%
$1231.75 - $1520.64 $18.5K - $22.8K
48 $73M
CNP
Centerpoint Energy Inc

Utilities
728
+ 129.54%
$35.5 - $39.05 $25.8K - $28.4K
1.29K $47.4M
MPC
Marathon Petroleum Corp

Energy
34
+ 3.28%
$118.55 - $170.08 $4.03K - $5.78K
1.07K $178M
WM
Waste Management Inc

Industrials
134
+ 8.88%
$216.47 - $242.1 $29K - $32.4K
1.64K $376M
CRWD
Crowd Strike Holdings, Inc.

Technology
52
New
$321.63 - $509.31 $16.7K - $26.5K
52 $26.5M
XLY
Select Sector Spdr Consumer Di

ETFs
112
+ 113.13%
$176.34 - $218.59 $19.8K - $24.5K
211 $45.9M
IYG
Ishares Tr

ETFs
306
New
$68.9 - $85.6 $21.1K - $26.2K
306 $26.2M
HBAN
Huntington Bancshares Inc

Financial Services
1.49K
+ 235.5%
$12.49 - $16.76 $18.6K - $24.9K
2.12K $35.6M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
1.23K
New
$20.23 - $21.04 $24.9K - $25.9K
1.23K $25.9M
TMST
Timken Steel Corp

Basic Materials
1.01K
+ 20.28%
N/A
6.01K $92.7M
IBDV
Ishares Tr

Technology
1.17K
New
$21.28 - $21.98 $24.9K - $25.8K
1.17K $25.8M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
877
New
$27.29 - $29.28 $23.9K - $25.7K
877 $25.7M
Activity Summary
Buys All Purchases 1073 New Holdings 618 Increased Positions 455 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Annis Gardner Whiting Capital Advisors, LLC Portfolio

Follow Annis Gardner Whiting Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Annis Gardner Whiting Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annis Gardner Whiting Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email