Annis Gardner Whiting Capital Advisors, LLC
All 13F Filings
- Location
- Tampa, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 666,276
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 349 | 666,276 | 13F-HR | Annis Gardner Whiting Capital Advisors, LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 420.7 K | 63.1% | 23.55 K | 0 | 23.55 K |
| ETFs | 245.6 K | 36.9% | 18.55 K | 0 | 18.55 K |
| Debt | 0 | 0.0% | 0 | 308 | -308 |
| Other | 0 | 0.0% | 0 | 3 | -3 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
666,276
Holdings
349
QoQ value change ($000)
41,757
(6.7%)
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.