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Portfolio (Quarterly) Guide ↗

PARK AVENUE SECURITIES LLC

· CIK 0001071640
13F Portfolio $16.0B AUM 1,776 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 331 New 730 Added 627 Reduced 72 Exited
Page 21 of 37  ·  730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 FLTR VANECK ETF TRUST 61,684.0 $1.6M 0.01% +6K +11.1% $25.61 -0.2%
402 CSL CARLISLE COS INC Industrials 4,347.0 $1.6M 0.01% +83.0 +1.9% $362.78 +1.5%
403 DXJ WISDOMTREE TR 8,985.0 $1.6M 0.01% +2K +33.9% $173.51 +1.6%
404 TSN TYSON FOODS INC Consumer Defensive 27,083.0 $1.6M 0.01% +12K +80.1% $57.23 +3.7%
405 TWLO TWILIO INC Communication Services 7,380.0 $1.5M 0.01% +1K +21.3% $206.37 +11.8%
406 NOK NOKIA CORP Technology 113,628.0 $1.5M 0.01% +63K +122.3% $13.28 -21.7%
407 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 15,339.0 $1.5M 0.01% +408.0 +2.7% $95.96 +33.8%
408 HMC HONDA MOTOR CO LTD Consumer Cyclical 53,631.0 $1.5M 0.01% +6K +13.0% $27.11 +16.9%
409 LH LABCORP HOLDINGS INC Healthcare 5,179.0 $1.4M 0.01% +276.0 +5.6% $279.98 +17.0%
410 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 8,601.0 $1.4M 0.01% +854.0 +11.0% $168.59 -7.5%
411 FERG FERGUSON ENTERPRISES INC Industrials 6,081.0 $1.4M 0.01% +261.0 +4.5% $237.30 +3.9%
412 EXPD EXPEDITORS INTL WASH INC Industrials 8,831.0 $1.4M 0.01% +1K +14.0% $162.95 +15.9%
413 HBAN HUNTINGTON BANCSHARES INC Financial Services 80,363.0 $1.4M 0.01% +4K +4.8% $17.73 +0.0%
414 SYY SYSCO CORP Consumer Defensive 17,024.0 $1.4M 0.01% +99.0 +0.6% $83.59 -2.0%
415 TOST TOAST INC Technology 50,993.0 $1.4M 0.01% +9K +22.5% $27.83 +26.6%
416 EUFN ISHARES TR 36,377.0 $1.4M 0.01% +14K +59.6% $38.98 +8.1%
417 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 18,285.0 $1.4M 0.01% +7K +60.9% $76.40 +8.5%
418 AROC ARCHROCK INC Energy 34,311.0 $1.4M 0.01% +22K +182.2% $40.72 -17.3%
419 OKLO OKLO INC Utilities 26,359.0 $1.4M 0.01% +12K +86.1% $52.32 -21.3%
420 HYLS FIRST TR EXCHANGE-TRADED FD 33,808.0 $1.4M 0.01% +4K +15.1% $40.64 +0.6%
Page 21 of 37  ·  730 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.8%
Financial Services 19.6%
Industrials 10.9%
Consumer Cyclical 8.0%
Healthcare 7.9%
Communication Services 7.6%
Consumer Defensive 4.0%
Energy 3.3%
Utilities 2.6%
Real Estate 1.7%