Annis Gardner Whiting Capital Advisors, LLC
All 13F Filings
- Location
- Tampa, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 624,519
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/6/2026 | 1,330 | 624,519 | 13F-HR | Annis Gardner Whiting Capital Advisors, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 397.2 K | 63.6% | 0 | 3.006 K | -3.006 K |
| ETFs | 227 K | 36.3% | 99.93 K | 0 | 99.93 K |
| Debt | 308 | 0.0% | 116 | 0 | 116 |
| Other | 3 | 0.0% | 0 | 181 | -181 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/6/2026
Total value ($000)
624,519
Holdings
1330
QoQ value change ($000)
96,867
(18.4%)
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.