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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 10 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PVAL PUTNAM ETF TRUST 8,933.0 $455K 0.00% NEW $50.93 +6.6%
182 LC HAPPEN INC Financial Services 21,314.0 $442K 0.00% NEW $20.74 -7.4%
183 CNP CENTERPOINT ENERGY INC Utilities 10,010.0 $441K 0.00% NEW $44.06 -7.3%
184 TXT TEXTRON INC Industrials 4,803.0 $441K 0.00% NEW $91.82 -4.2%
185 JHAI JANUS DETROIT STR TR 11,809.0 $436K 0.00% NEW $36.92 -7.0%
186 CRUS CIRRUS LOGIC INC Technology 2,932.0 $435K 0.00% NEW $148.36 -21.2%
187 MFS ACTIVE EXCHANGE TRADED F 14,366.0 $435K 0.00% NEW $30.28
188 IYT ISHARES TR 4,965.0 $431K 0.00% NEW $86.81 +0.1%
189 JETS ETF SER SOLUTIONS 12,918.0 $429K 0.00% NEW $33.21 -8.4%
190 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 6,329.0 $425K 0.00% NEW $67.15 -4.2%
191 ROKU ROKU INC Communication Services 3,078.0 $425K 0.00% NEW $138.08 +15.5%
192 CEMB ISHARES INC 9,181.0 $419K 0.00% NEW $45.64 -0.8%
193 MFS ACTIVE EXCHANGE TRADED F 14,576.0 $416K 0.00% NEW $28.54
194 OKTA OKTA INC Technology 3,000.0 $409K 0.00% NEW $136.33 +5.9%
195 JBHT HUNT J B TRANS SVCS INC Industrials 1,396.0 $404K 0.00% NEW $289.40 -4.4%
196 SMLV SPDR SERIES TRUST 2,570.0 $404K 0.00% NEW $157.20 +2.0%
197 LGND LIGAND PHARMACEUTICALS INC Healthcare 1,276.0 $403K 0.00% NEW $315.83 -8.6%
198 IJS ISHARES TR 2,856.0 $390K 0.00% NEW $136.55 +1.5%
199 SMAY FIRST TR EXCHNG TRADED FD VI 13,517.0 $384K 0.00% NEW $28.41 +0.9%
200 CVLT COMMVAULT SYS INC Technology 2,641.0 $374K 0.00% NEW $141.61 +1.5%
Page 10 of 17  ·  331 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%