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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 32 of 37  ·  730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 TOL TOLL BROTHERS INC Consumer Cyclical 2,736.0 $451K 0.00% +56.0 +2.1% $164.84 -13.4%
622 FEMB FIRST TR EXCH TRADED FD III 15,305.0 $447K 0.00% +905.0 +6.3% $29.21 +1.4%
623 MGV VANGUARD WORLD FD 2,714.0 $444K 0.00% +180.0 +7.1% $163.60 +2.8%
624 BOOT BOOT BARN HLDGS INC Consumer Cyclical 2,697.0 $443K 0.00% +148.0 +5.8% $164.26 -2.5%
625 VOX VANGUARD WORLD FD 2,409.0 $443K 0.00% +105.0 +4.6% $183.89 +1.0%
626 VCRB VANGUARD MALVERN FDS 5,631.0 $435K 0.00% +298.0 +5.6% $77.25 -1.7%
627 EVEREST GROUP LTD 1,198.0 $428K 0.00% +280.0 +30.5% $357.26
628 APA APA CORPORATION Energy 13,062.0 $425K 0.00% +7K +123.2% $32.54 +28.7%
629 INDS PACER FDS TR 10,445.0 $420K 0.00% +3K +39.8% $40.21 +2.6%
630 KWR QUAKER HOUGHTON Basic Materials 2,622.0 $417K 0.00% +155.0 +6.3% $159.04 +5.0%
631 FMAY FIRST TR EXCHNG TRADED FD VI 7,369.0 $414K 0.00% +1K +20.9% $56.18 +2.1%
632 OVV OVINTIV INC Energy 7,811.0 $411K 0.00% +184.0 +2.4% $52.62 +23.6%
633 GPC GENUINE PARTS CO Consumer Cyclical 3,474.0 $410K 0.00% +116.0 +3.5% $118.02 +12.7%
634 CRWV COREWEAVE INC Technology 4,092.0 $407K 0.00% +1K +38.1% $99.46 -3.8%
635 MTDR MATADOR RES CO Energy 8,175.0 $407K 0.00% +175.0 +2.2% $49.79 +14.7%
636 IT GARTNER INC Technology 3,120.0 $404K 0.00% +961.0 +44.5% $129.49 +44.3%
637 HYLB DBX ETF TR 10,916.0 $399K 0.00% +513.0 +4.9% $36.55 -0.7%
638 CAFX PROFESIONALLY MANAGED PORTFO 16,135.0 $397K 0.00% +166.0 +1.0% $24.60 -0.4%
639 CG CARLYLE GROUP INC Financial Services 9,322.0 $393K 0.00% +704.0 +8.2% $42.16 +14.6%
640 VNO VORNADO RLTY TR Real Estate 9,994.0 $393K 0.00% +95.0 +1.0% $39.32 -3.4%
Page 32 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%