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Annis Gardner Whiting Capital Advisors, LLC - Portfolio Stock Holdings

Annis Gardner Whiting Capital Advisors, LLC disclosed 1389 stock positions in a recent SEC 13F filing. $616,905,714 of stock holdings were filed, with the largest holdings including EFA, BWIN, and VTI. This filing represented positions held on March 31, 2026, and was filed on May 6, 2026.

We estimate the fund has a total AUM of $1,726,801,585 and has 21 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

March 31, 2026

No. of Stocks:

1389

Est. Stock Holding Value:

$616,905,714

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Annis Gardner Whiting Capital Advisors, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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