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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 26 of 37  ·  730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 KRMN KARMAN HLDGS INC Industrials 17,712.0 $884K 0.01% +6K +54.6% $49.91 +19.1%
502 AKAM AKAMAI TECHNOLOGIES INC Technology 7,388.0 $873K 0.01% +223.0 +3.1% $118.16 -2.5%
503 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 11,000.0 $871K 0.01% +5K +94.1% $79.18 +2.3%
504 STWD STARWOOD PPTY TR INC Real Estate 52,730.0 $864K 0.01% +26K +97.9% $16.39 -0.9%
505 EXP EAGLE MATLS INC Basic Materials 3,825.0 $861K 0.01% +282.0 +8.0% $225.10 -10.9%
506 FLQL FRANKLIN TEMPLETON ETF TR 10,901.0 $853K 0.01% +371.0 +3.5% $78.25 +0.9%
507 ISTB ISHARES TR 17,673.0 $853K 0.01% +2K +12.4% $48.27 -0.4%
508 AFRM AFFIRM HLDGS INC Technology 10,354.0 $844K 0.01% +739.0 +7.7% $81.51 -9.8%
509 AON AON PLC Financial Services 2,537.0 $841K 0.01% +84.0 +3.4% $331.49 +3.5%
510 TLTW ISHARES TR 37,559.0 $839K 0.01% +7K +22.9% $22.34 -5.7%
511 MWA MUELLER WTR PRODS INC Industrials 32,346.0 $836K 0.01% +333.0 +1.0% $25.85 -3.6%
512 RS RELIANCE INC Basic Materials 2,210.0 $826K 0.01% +38.0 +1.8% $373.76 +12.7%
513 PUK PRUDENTIAL PLC Financial Services 30,784.0 $825K 0.01% +336.0 +1.1% $26.80 +4.8%
514 EDV VANGUARD WORLD FD 12,650.0 $823K 0.01% +1K +10.1% $65.06 -9.5%
515 AGGY WISDOMTREE TR 18,534.0 $806K 0.01% +1K +8.2% $43.49 -1.9%
516 FISV FISERV INC Technology 16,348.0 $802K 0.01% +479.0 +3.0% $49.06 +5.4%
517 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 9,188.0 $801K 0.01% +241.0 +2.7% $87.18 +6.3%
518 IJK ISHARES TR 6,779.0 $797K 0.01% +228.0 +3.5% $117.57 -0.7%
519 FROG JFROG LTD Technology 8,721.0 $793K 0.01% +873.0 +11.1% $90.93 +0.7%
520 EGP EASTGROUP PPTYS INC Real Estate 3,866.0 $783K 0.01% +78.0 +2.1% $202.53 -0.2%
Page 26 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%