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
M
Macy'S, Inc.

Consumer Cyclical
1K
+ 4.0%
$11.9 - $18.17 $11.9K - $18.2K
26K $466M
HRB
H&R Block Inc

Consumer Cyclical
3.58K
+ 243.2%
$49.28 - $56.76 $176K - $203K
5.05K $255M
TMDX
Trans Medics Group, Inc.

Healthcare
1.52K
+ 5053.33%
$103.61 - $132.04 $157K - $200K
1.55K $173M
ED
Consolidated Edison Inc

Utilities
1.68K
+ 957.71%
$95.57 - $105.36 $160K - $177K
1.85K $186M
UNH
Unitedhealth Group Inc

Healthcare
411
+ 52.22%
$237.77 - $353.61 $97.7K - $145K
1.2K $414M
GDDY
Go Daddy Inc.

Technology
1.2K
+ 2100.0%
$133.35 - $178.59 $160K - $214K
1.25K $172M
CASY
Caseys General Stores Inc

Consumer Cyclical
284
+ 4733.33%
$494.52 - $565.32 $140K - $161K
290 $164M
CVX
Chevron Corp

Energy
204
+ 2.05%
$145.57 - $161.83 $29.7K - $33K
10.2K $1.58B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2.66K
+ 305.52%
$52.55 - $54.37 $140K - $145K
3.53K $191M
TFC
Truist Financial Corp

Financial Services
2.34K
+ 20.13%
$42.83 - $47.07 $100K - $110K
13.9K $638M
PG
Procter & Gamble CO

Consumer Defensive
1.15K
+ 14.63%
$150.47 - $161.22 $173K - $185K
9K $1.38B
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1.31K
+ 3185.37%
$90.62 - $107.71 $118K - $141K
1.35K $133M
JLL
Jones Lang Lasalle Inc

Real Estate
268
+ 23.43%
$248.95 - $319.66 $66.7K - $85.7K
1.41K $421M
MO
Altria Group, Inc.

Consumer Defensive
1.57K
+ 51.11%
$57.75 - $67.68 $90.6K - $106K
4.64K $309M
BIIB
Biogen Inc.

Healthcare
369
+ 7.67%
$122.68 - $148.84 $45.3K - $54.9K
5.18K $725M
MRK
Merck & Co., Inc.

Healthcare
1.17K
+ 27.78%
$77.6 - $87.37 $90.5K - $102K
5.36K $453M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
22
+ 0.07%
$87.05 - $93.19 $1.92K - $2.05K
30.4K $2.83B
BAH
Booz Allen Hamilton Holding Corp

Industrials
1.15K
+ 1307.95%
$97.53 - $115.95 $112K - $133K
1.24K $124M
PPG
Ppg Industries Inc

Basic Materials
1.08K
+ 1306.02%
$103.65 - $119.07 $112K - $129K
1.17K $123M
LII
Lennox International Inc

Industrials
212
+ 1514.29%
$516.18 - $664.54 $109K - $141K
226 $120M
WEX
Wex Inc.

Technology
708
+ 35400.0%
$149.2 - $176.26 $106K - $125K
710 $112M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
67
+ 1.48%
$459.11 - $506.91 $30.8K - $34K
4.6K $2.31B
DIS
Walt Disney CO

Communication Services
1.44K
+ 24.27%
$112.25 - $124.0 $161K - $178K
7.35K $842M
Innovator Etfs Trust
3.8K
+ 760.0%
N/A
4.3K $118M
TJX
Tjx Companies Inc

Consumer Cyclical
300
+ 10.31%
$121.35 - $144.54 $36.4K - $43.4K
3.21K $464M
ACN
Accenture PLC

Technology
1.07K
+ 34.99%
$232.56 - $304.78 $248K - $326K
4.12K $1.02B
ATR
Aptargroup, Inc.

Healthcare
775
+ 1061.64%
$130.82 - $161.82 $101K - $125K
848 $113M
FAST
Fastenal CO

Industrials
93
+ 0.67%
$42.47 - $50.39 $3.95K - $4.69K
13.9K $682M
MS
Morgan Stanley

Financial Services
238
+ 6.76%
$139.09 - $161.16 $33.1K - $38.4K
3.76K $598M
BRP
Brp Group, Inc.

Financial Services
7.36K
+ 96.26%
N/A
15K $423M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
928
+ 83.98%
$100.37 - $100.74 $93.1K - $93.5K
2.03K $205M
AVY
Avery Dennison Corp

Industrials
591
+ 312.7%
$158.71 - $184.63 $93.8K - $109K
780 $126M
Arista Networks Inc
233
+ 17.48%
N/A
1.57K $228M
LNC
Lincoln National Corp

Financial Services
2.24K
+ 24933.33%
$33.37 - $43.29 $74.9K - $97.1K
2.25K $90.9M
MKL
Markel Corp

Financial Services
79
+ 10.97%
$1898.34 - $2031.8 $150K - $161K
799 $1.53B
OMC
Omnicom Group Inc.

Communication Services
1.09K
+ 1750.0%
$70.41 - $81.53 $76.4K - $88.5K
1.15K $93.6M
SJM
J M Smucker CO

Consumer Defensive
794
+ 499.37%
$102.24 - $113.2 $81.2K - $89.9K
953 $103M
ALL
Allstate Corp

Financial Services
46
+ 0.8%
$192.0 - $214.65 $8.83K - $9.87K
5.8K $1.25B
DTE
Dte Energy CO

Utilities
593
+ 307.25%
$130.26 - $141.49 $77.2K - $83.9K
786 $111M
Millrose Pptys Inc
2.5K
+ 1029.22%
N/A
2.74K $92.2M
MGM
Mgm Resorts International

Consumer Cyclical
2.2K
+ 6.65%
$34.18 - $39.77 $75K - $87.3K
35.2K $1.22B
TFX
Teleflex Inc

Healthcare
693
+ 23100.0%
$109.79 - $132.5 $76.1K - $91.8K
696 $85.2M
CMI
Cummins Inc

Industrials
148
+ 67.27%
$327.85 - $426.39 $48.5K - $63.1K
368 $155M
MANH
Manhattan Associates Inc

Technology
400
+ 366.97%
$196.16 - $227.94 $78.5K - $91.2K
509 $104M
DVN
Devon Energy Corp

Energy
2.06K
+ 66.07%
$31.75 - $36.99 $65.3K - $76.1K
5.17K $181M
IMKTA
Ingles Markets Inc

Consumer Defensive
400
+ 5.13%
$59.62 - $70.62 $23.8K - $28.2K
8.2K $570M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
127
+ 167.11%
$473.44 - $553.71 $60.1K - $70.3K
203 $111M
IEX
Idex Corp

Industrials
454
+ 709.38%
$157.53 - $185.69 $71.5K - $84.3K
518 $84.3M
EBF
Ennis, Inc.

Industrials
3.8K
+ 15.2%
$17.57 - $18.77 $66.8K - $71.3K
28.8K $526M
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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