Annis Gardner Whiting Capital Advisors, LLC Portfolio Holdings

Annis Gardner Whiting Capital Advisors, LLC

  • $485 Billion
  • Q3 2025

Annis Gardner Whiting Capital Advisors, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $485 Billion distributed in 1179 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Msci Eafe ETF with a value of $73.6B, Vanguard Total Stock Market Et with a value of $34.7B, Vanguard Star Fd Vanguard Tota with a value of $22.8B, Ishares Russell 2000 ETF with a value of $13.3B, and Nvidia Corp with a value of $12.9B.

Examining the 13F form we can see an increase of $196B in the current position value, from $289B to 485B. Also it can be appreciated an additional of 120 stocks purchases and 1 closed positions.

Annis Gardner Whiting Capital Advisors, LLC is based out at Tampa, FL

Below you can find more details about Annis Gardner Whiting Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $485 Billion
ETFs: $205 Billion
Technology: $66.3 Billion
Financial Services: $49.8 Billion
Consumer Cyclical: $38.1 Billion
Communication Services: $32.8 Billion
Healthcare: $23.4 Billion
Industrials: $22.4 Billion
Consumer Defensive: $10.9 Billion
Other: $20.6 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$166M
$310 Million 0.06% of portfolio
21,200
Q3 2025 Added 14.59%
$288M
$134 Million 0.03% of portfolio
2,200
Q3 2025 Reduced 63.33%
$292M
$105 Million 0.02% of portfolio
6,670
Q1 2025 New
$115M
$38.4 Million 0.01% of portfolio
900
Q3 2025 New
$237M
$13.9 Million 0.0% of portfolio
937
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 1,179
  • Current Value $485 Billion
  • Prior Value $289 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 120 stocks
  • Additional Purchases 349 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 316 stocks
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