Annandale Capital, LLC Purchases in Q3 2025

Annandale Capital, LLC

  • $5.88 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8.94K
+ 1.69%
$78.11 - $79.07 $698K - $707K
539K $425M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
15.2K
+ 1.93%
$41.8 - $43.15 $635K - $656K
801K $342M
DFAI
Dimensional ETF Tr

ETFs
48.4K
+ 5.78%
$34.05 - $36.55 $1.65M - $1.77M
886K $322M
Dimensional ETF Trust
35.6K
+ 9.63%
N/A
405K $292M
DFAE
Dimensional ETF Tr

ETFs
43.1K
+ 6.48%
$28.84 - $31.84 $1.24M - $1.37M
708K $223M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.85K
+ 1.2%
$132.9 - $142.03 $245K - $262K
156K $220M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
11.3K
+ 1.39%
$22.64 - $23.22 $255K - $262K
823K $190M
MLPX
Global X Mlp & Energy Infrastr

ETFs
4.28K
+ 1.56%
$59.5 - $62.99 $255K - $270K
279K $175M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
16
+ 0.06%
$459.11 - $506.91 $7.35K - $8.11K
27.1K $136M
UBER
Uber Technologies, Inc

Technology
604
+ 0.57%
$86.91 - $99.57 $52.5K - $60.1K
107K $105M
PGR
Progressive Corp

Financial Services
2.41K
+ 8.27%
$238.61 - $264.3 $574K - $636K
31.5K $77.8M
DFAT
Dimensional ETF Tr U S Target

ETFs
8.37K
+ 7.97%
$53.36 - $59.69 $447K - $500K
113K $66M
HD
Home Depot, Inc.

Consumer Cyclical
19
+ 0.12%
$357.4 - $423.42 $6.79K - $8.04K
16.3K $66.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.07K
+ 6.84%
$182.33 - $194.5 $378K - $403K
32.4K $63M
WRB
Berkley W R Corp

Financial Services
250
+ 0.3%
$67.78 - $76.62 $16.9K - $19.2K
82.5K $63.2M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
8.58K
+ 7.26%
$41.91 - $44.87 $360K - $385K
127K $56.7M
ACGL
Arch Capital Group Ltd.

Financial Services
17.9K
+ 43.56%
$85.61 - $93.54 $1.53M - $1.67M
59K $53.5M
EPD
Enterprise Products Partners L.P.

Energy
2
+ 0.0%
$30.74 - $32.14 $61.5 - $64.3
168K $52.6M
MORN
Morningstar, Inc.

Financial Services
20.1K
New
$231.72 - $311.89 $4.65M - $6.26M
20.1K $46.6M
GOOG
Alphabet Inc.

Communication Services
794
+ 4.07%
$175.16 - $255.24 $139K - $203K
20.3K $49.4M
AZO
Autozone Inc

Consumer Cyclical
4
+ 0.38%
$3649.42 - $4354.54 $14.6K - $17.4K
1.05K $45.1M
CPRT
Copart Inc

Consumer Cyclical
24.2K
+ 34.45%
$44.6 - $49.97 $1.08M - $1.21M
94.4K $42.4M
V
Visa Inc.

Financial Services
28
+ 0.23%
$332.09 - $358.86 $9.3K - $10K
12.2K $41.7M
TXN
Texas Instruments Inc

Technology
70
+ 0.34%
N/A
20.7K $37.9M
NRP
Natural Resource Partners LP

Energy
26.1K
New
$95.21 - $105.0 $2.48M - $2.74M
26.1K $27.4M
FCNCA
First Citizens Bancshares Inc

Financial Services
1.53K
New
$1789.16 - $2158.23 $2.74M - $3.3M
1.53K $27.4M
AR
Antero Resources Corp

Energy
300
+ 0.41%
$29.87 - $37.66 $8.96K - $11.3K
73.8K $24.8M
UNP
Union Pacific Corp

Industrials
40
+ 0.39%
$214.91 - $237.16 $8.6K - $9.49K
10.2K $24.1M
AON
Aon PLC

Financial Services
4.3K
+ 382.72%
$350.91 - $375.27 $1.51M - $1.61M
5.42K $19.3M
OXY
Occidental Petroleum Corp

Energy
1
+ 0.0%
$42.54 - $48.1 $42.5 - $48.1
40.7K $19.2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.12K
+ 48.17%
$404.94 - $499.99 $454K - $560K
3.45K $16.7M
MSCI
Msci Inc.

Financial Services
962
+ 50.63%
$526.48 - $588.0 $506K - $566K
2.86K $16.2M
DHR
Danaher Corp

Healthcare
2.72K
+ 53.24%
$181.46 - $212.2 $493K - $576K
7.82K $15.5M
DFAX
Dimensional ETF Tr
20.8K
+ 74.79%
$29.25 - $31.56 $609K - $657K
48.6K $15.3M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.64K
+ 35.63%
$196.15 - $217.83 $321K - $357K
6.24K $12.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
16
+ 0.09%
$28.92 - $32.19 $463 - $515
17.5K $5.58M
Dimensional ETF Trust
3
+ 0.04%
N/A
6.79K $4.88M
DFSD
Dimensional ETF Tr Short Durat

ETFs
7.84K
New
$47.86 - $48.43 $375K - $380K
7.84K $3.78M
Ishares Bitcoin Trust ETF
3.6K
New
N/A
3.6K $2.34M
Nebius Group N.V.
2K
New
N/A
2K $2.25M
CVX
Chevron Corp

Energy
1.39K
New
$145.57 - $161.83 $203K - $225K
1.39K $2.16M
Paramount Skydance Corp
10.6K
New
N/A
10.6K $2M
RIG
Transocean Ltd.

Energy
14.1K
New
$2.55 - $3.64 $36K - $51.3K
14.1K $440K
OCUP
Ocuphire Pharma, Inc.

Healthcare
10K
New
N/A
10K $165K
Activity Summary
Buys All Purchases 45 New Holdings 10 Increased Positions 35 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 1
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