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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 30 of 37  ·  730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 UMBF UMB FINL CORP Financial Services 4,129.0 $589K 0.00% +215.0 +5.5% $142.65 +5.1%
582 IOT SAMSARA INC Technology 17,990.0 $583K 0.00% +595.0 +3.4% $32.41 +22.1%
583 MFC MANULIFE FINL CORP Financial Services 14,310.0 $580K 0.00% +3K +26.1% $40.53 +8.6%
584 SCIO FIRST TR EXCHANGE-TRADED FD 27,292.0 $564K 0.00% +13K +91.5% $20.67 -0.2%
585 TKR TIMKEN CO Industrials 3,872.0 $563K 0.00% +235.0 +6.5% $145.40 -11.2%
586 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,038.0 $562K 0.00% +204.0 +24.5% $541.43 -4.3%
587 BGLD FIRST TR EXCHANGE-TRADED FD 34,453.0 $561K 0.00% +4K +13.6% $16.28 +3.4%
588 GMAY FIRST TR EXCHNG TRADED FD VI 12,932.0 $557K 0.00% +4K +48.9% $43.07 +1.7%
589 IGPT INVESCO EXCHANGE TRADED FD T 5,330.0 $555K 0.00% +241.0 +4.7% $104.13 -11.5%
590 ITRI ITRON INC Technology 6,347.0 $549K 0.00% +243.0 +4.0% $86.50 +11.2%
591 FAPR FIRST TR EXCHNG TRADED FD VI 11,686.0 $546K 0.00% +2K +16.8% $46.72 +1.9%
592 IDA IDACORP INC Utilities 3,588.0 $543K 0.00% +42.0 +1.2% $151.34 -6.2%
593 EXPAND ENERGY CORPORATION 5,949.0 $543K 0.00% +3K +123.0% $91.28
594 MOH MOLINA HEALTHCARE INC Healthcare 2,369.0 $542K 0.00% +186.0 +8.5% $228.79 -11.0%
595 NOVT NOVANTA INC Technology 3,271.0 $531K 0.00% +129.0 +4.1% $162.34 -3.2%
596 FTXO FIRST TR EXCHANGE TRADED FD 12,818.0 $530K 0.00% +172.0 +1.4% $41.35 +4.8%
597 TW TRADEWEB MKTS INC Financial Services 5,267.0 $525K 0.00% +691.0 +15.1% $99.68 +5.8%
598 COIN COINBASE GLOBAL INC Financial Services 3,569.0 $522K 0.00% +72.0 +2.1% $146.26 -0.0%
599 ST SENSATA TECHNOLOGIES HLDG PL Technology 10,848.0 $518K 0.00% +197.0 +1.9% $47.75 -9.7%
600 BOND PIMCO ETF TR 5,609.0 $517K 0.00% +1K +26.0% $92.17 -1.8%
Page 30 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%