Annis Gardner Whiting Capital Advisors, LLC
All 13F Filings
- Location
- Tampa, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 527,652
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/9/2026 | 1,209 | 527,652 | 13F-HR | Annis Gardner Whiting Capital Advisors, LLC |
| Q3 2025 | 11/3/2025 | 1,179 | 484,879 | 13F-HR | Annis Gardner Whiting Capital Advisors, LLC |
| Q2 2025 | 8/11/2025 | 1,332 | 288,828 | 13F-HR | Annis Gardner Whiting Capital Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 400.2 K | 75.8% | 34 K | 0 | 34 K |
| ETFs | 127.1 K | 24.1% | 8.578 K | 0 | 8.578 K |
| Debt | 192 | 0.0% | 0 | 0 | 0 |
| Other | 184 | 0.0% | 183 | 0 | 183 |
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Fund Snapshot
Q4 2025
Latest filed
2/9/2026
Total value ($000)
527,652
Holdings
1209
QoQ value change ($000)
42,773
(8.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.