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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 3 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 RYN RAYONIER INC Real Estate 12,347 $255K 0.00% SOLD
42 HUBS HUBSPOT INC Technology 1,024 $250K 0.00% SOLD
43 WDAY WORKDAY INC Technology 1,849 $240K 0.00% SOLD
44 LULU LULULEMON ATHLETICA INC Consumer Cyclical 1,523 $233K 0.00% SOLD
45 HLAL LISTED FDS TR 3,884 $230K 0.00% SOLD
46 TTD THE TRADE DESK INC Technology 10,157 $230K 0.00% SOLD
47 YUMC YUM CHINA HLDGS INC Consumer Cyclical 4,664 $228K 0.00% SOLD
48 MOS MOSAIC CO Basic Materials 8,883 $227K 0.00% SOLD
49 FYLD CAMBRIA ETF TR 6,031 $225K 0.00% SOLD
50 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 4,253 $224K 0.00% SOLD
51 WFG WEST FRASER TIMBER LTD Basic Materials 3,444 $224K 0.00% SOLD
52 FRPT FRESHPET INC Consumer Defensive 3,768 $222K 0.00% SOLD
53 EWZ ISHARES INC 5,739 $220K 0.00% SOLD
54 SM SM ENERGY COMPANY Energy 7,039 $219K 0.00% SOLD
55 WSR WHITESTONE REIT Real Estate 13,221 $214K 0.00% SOLD
56 EXLS EXLSERVICE HLDGS INC Technology 6,986 $213K 0.00% SOLD
57 Z ZILLOW GROUP INC Communication Services 5,137 $213K 0.00% SOLD
58 CDE COEUR MNG INC Basic Materials 11,293 $212K 0.00% SOLD
59 KGC KINROSS GOLD CORP Basic Materials 6,914 $211K 0.00% SOLD
60 VITL VITAL FARMS INC Consumer Defensive 14,892 $210K 0.00% SOLD
Page 3 of 4  ·  72 positions
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%