— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Annandale Capital, LLC

Q1 2026 · Filed 2026-02-12
Market Value
$0
-100.0%
Holdings
120
-12
New Purchases
0
Added To
0
Closed
120
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 31 $0 0%
Large Cap 64 $0 0%
Mid Cap 13 $0 0%
Small Cap 7 $0 0%
Micro Cap 5 $0 0%

Portfolio Analytics

Avg Market Cap
$375.9B
Median Market Cap
$49.7B
Avg P/E
32.8
Median P/E
22.4
Avg Dividend Yield
0.02%
Avg Beta
0.96
# Stocks
78
# ETFs / Funds
42

Top Holdings (120 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ABBV —% -$6M -28,020 -100.0% SOLD
2 BDX —% -$2M -9,361 -100.0% SOLD
3 BSM —% -$172K -12,911 -100.0% SOLD
4 CVX —% -$212K -1,392 -100.0% SOLD
5 AR —% -$3M -79,704 -100.0% SOLD
6 UBER —% -$9M -108,099 -100.0% SOLD
7 Q —% -$237K -2,897 -100.0% SOLD
8 XOM —% -$312K -2,594 -100.0% SOLD
9 AIG —% -$270K -3,151 -100.0% SOLD
10 AON —% -$4M -12,619 -100.0% SOLD
11 ICE —% -$2M -15,246 -100.0% SOLD
12 HD —% -$9M -27,510 -100.0% SOLD
13 CTVA —% -$387K -5,767 -100.0% SOLD
14 JNJ —% -$5M -22,140 -100.0% SOLD
15 DHR —% -$2M -7,815 -100.0% SOLD
16 ET —% -$11M -638,661 -100.0% SOLD
17 MSCI —% -$2M -2,910 -100.0% SOLD
18 KWY —% -$2M -128,200 -100.0% SOLD
19 FAF —% -$8M -122,355 -100.0% SOLD
20 DD —% -$233K -5,795 -100.0% SOLD
21 KMI —% -$211K -7,664 -100.0% SOLD
22 JPM —% -$331K -1,026 -100.0% SOLD
23 BAC —% -$263K -4,780 -100.0% SOLD
24 SCHW —% -$4M -35,848 -100.0% SOLD
25 MKL —% -$3M -1,610 -100.0% SOLD
26 CRGY —% -$145K -17,273 -100.0% SOLD
27 WSO —% -$1M -3,488 -100.0% SOLD
28 V —% -$4M -12,606 -100.0% SOLD
29 EPD —% -$5M -168,031 -100.0% SOLD
30 NRP —% -$3M -26,207 -100.0% SOLD
31 TMO —% -$2M -3,448 -100.0% SOLD
32 UNP —% -$2M -10,202 -100.0% SOLD
33 WRB —% -$5M -75,479 -100.0% SOLD
34 COP —% -$2M -18,471 -100.0% SOLD
35 BA —% -$278K -1,282 -100.0% SOLD
36 MRK —% -$495K -4,703 -100.0% SOLD
37 OXY —% -$3M -73,200 -100.0% SOLD
38 ABT —% -$4M -28,376 -100.0% SOLD
39 DVN —% -$201K -5,500 -100.0% SOLD
40 RIG —% -$69K -16,600 -100.0% SOLD
41 OKE —% -$2M -27,241 -100.0% SOLD
42 PGR —% -$7M -32,794 -100.0% SOLD
43 GLOO —% -$1M -250,000 -100.0% SOLD
44 CSCO —% -$5M -59,993 -100.0% SOLD
45 MEDP —% -$899K -1,600 -100.0% SOLD
46 MSTR —% -$243K -1,600 -100.0% SOLD
47 AMZN —% -$12M -52,647 -100.0% SOLD
48 BKNG —% -$4M -811 -100.0% SOLD
49 AAPL —% -$6M -23,584 -100.0% SOLD
50 ACGL —% -$6M -59,648 -100.0% SOLD
51 AVDE —% -$9M -103,717 -100.0% SOLD
52 FCNCA —% -$3M -1,530 -100.0% SOLD
53 IRD —% -$20K -10,000 -100.0% SOLD
54 KDP —% -$5M -162,008 -100.0% SOLD
55 MBB —% -$661K -6,939 -100.0% SOLD
56 ICLR —% -$601K -3,300 -100.0% SOLD
57 META —% -$16M -24,633 -100.0% SOLD
58 ACWI —% -$737K -5,212 -100.0% SOLD
59 DFAI —% -$36M -953,684 -100.0% SOLD
60 BSV —% -$42M -538,557 -100.0% SOLD
61 DFAE —% -$24M -751,675 -100.0% SOLD
62 AVUS —% -$11M -94,819 -100.0% SOLD
63 DFAX —% -$7M -210,239 -100.0% SOLD
64 VUG —% -$229K -469 -100.0% SOLD
65 FNDA —% -$397K -12,600 -100.0% SOLD
66 GOVT —% -$19M -845,043 -100.0% SOLD
67 KRE —% -$6M -100,000 -100.0% SOLD
68 IVV —% -$568K -829 -100.0% SOLD
69 IWM —% -$3M -11,400 -100.0% SOLD
70 URGN —% -$1M -60,552 -100.0% SOLD
71 VBR —% -$344K -1,625 -100.0% SOLD
72 WWR —% -$75K -100,000 -100.0% SOLD
73 VTV —% -$1M -5,261 -100.0% SOLD
74 DFCF —% -$36M -841,374 -100.0% SOLD
75 DFAT —% -$7M -120,929 -100.0% SOLD
76 DFAW —% -$810K -10,950 -100.0% SOLD
77 DFAU —% -$558K -11,932 -100.0% SOLD
78 EEM —% -$12M -210,809 -100.0% SOLD
79 AVGE —% -$232K -2,699 -100.0% SOLD
80 MLPX —% -$18M -292,287 -100.0% SOLD
81 QCOM —% -$1M -6,741 -100.0% SOLD
82 RNTX —% -$17K -15,026 -100.0% SOLD
83 PAA —% -$400K -22,288 -100.0% SOLD
84 SPY —% -$16M -22,916 -100.0% SOLD
85 DIA —% -$335K -698 -100.0% SOLD
86 WMT —% -$10M -85,645 -100.0% SOLD
87 DFUV —% -$6M -126,224 -100.0% SOLD
88 CPRT —% -$5M -124,444 -100.0% SOLD
89 AVEM —% -$5M -64,742 -100.0% SOLD
90 EFA —% -$2M -25,561 -100.0% SOLD
91 AVGO —% -$407K -1,176 -100.0% SOLD
92 GOOGL —% -$9M -29,721 -100.0% SOLD
93 GOOG —% -$6M -19,209 -100.0% SOLD
94 IWN —% -$417K -2,301 -100.0% SOLD
95 IVW —% -$857K -6,952 -100.0% SOLD
96 IWC —% -$223K -471 -100.0% SOLD
97 MSFT —% -$15M -31,199 -100.0% SOLD
98 NVDA —% -$270K -1,446 -100.0% SOLD
99 TSLA —% -$290K -645 -100.0% SOLD
100 TXN —% -$3M -16,935 -100.0% SOLD

Options Breakdown

2 Calls $0 Call Value 5 Puts $0 Put Value

Top Calls

SymbolSharesValueStatus
GOOGL $0 SOLD
EWZ $0 SOLD

Top Puts

SymbolSharesValueStatus
SPY $0 SOLD
IWM $0 SOLD
EEM $0 SOLD
VOO $0 SOLD
UBER $0 SOLD

Sold Out Positions

SymbolValue% Port
ABT —%
BDX —%
BSM —%
CVX —%
AR —%
UBER —%
Q —%
XOM —%
AIG —%
AON —%
ICE —%
HD —%
DVN —%
ABBV —%
DHR —%
View SEC EDGAR Filings for Annandale Capital, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms