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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 34 of 37  ·  730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 13,449.0 $334K 0.00% +974.0 +7.8% $24.83 -9.1%
662 DJUL FIRST TR EXCHNG TRADED FD VI 6,629.0 $332K 0.00% +197.0 +3.1% $50.08 +2.1%
663 SKYW SKYWEST INC Industrials 3,346.0 $332K 0.00% +635.0 +23.4% $99.22 +5.7%
664 WAT WATERS CORP Healthcare 885.0 $332K 0.00% +94.0 +11.9% $375.14 +8.1%
665 GBCI GLACIER BANCORP INC NEW Financial Services 6,400.0 $330K 0.00% +151.0 +2.4% $51.56 -4.3%
666 IQDG WISDOMTREE TR 7,610.0 $328K 0.00% +202.0 +2.7% $43.10 +2.9%
667 BBIO BRIDGEBIO PHARMA INC Healthcare 4,361.0 $325K 0.00% +109.0 +2.6% $74.52 +10.2%
668 JHG JANUS HENDERSON GROUP PLC Financial Services 6,235.0 $324K 0.00% +192.0 +3.2% $51.96 -0.0%
669 CTRE CARETRUST REIT INC Real Estate 7,868.0 $317K 0.00% +2K +28.4% $40.29 -2.3%
670 FEDERATED HERMES INC 5,747.0 $317K 0.00% +721.0 +14.3% $55.16
671 EYLD CAMBRIA ETF TR 6,926.0 $315K 0.00% +172.0 +2.5% $45.48 +4.4%
672 FENI FIDELITY COVINGTON TRUST 7,835.0 $314K 0.00% +2K +44.5% $40.08 +3.5%
673 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 12,086.0 $314K 0.00% +3K +34.0% $25.98 +10.2%
674 AVIV AMERICAN CENTY ETF TR 4,015.0 $311K 0.00% +720.0 +21.9% $77.46 +6.9%
675 FPEI FIRST TR EXCH TRADED FD III 16,058.0 $310K 0.00% +2K +15.9% $19.30 -1.0%
676 MKL MARKEL GROUP INC Financial Services 158.0 $309K 0.00% +27.0 +20.6% $1955.70 -6.5%
677 STAG STAG INDUSTRIAL INC Real Estate 8,057.0 $307K 0.00% +146.0 +1.9% $38.10 -3.9%
678 QHY WISDOMTREE TR 6,688.0 $306K 0.00% +437.0 +7.0% $45.75 +0.0%
679 MDLN MEDLINE INC Healthcare 7,676.0 $303K 0.00% +2K +39.5% $39.47 -13.1%
680 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 15,491.0 $292K 0.00% +1K +10.6% $18.85 +11.4%
Page 34 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%