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Portfolio (Quarterly) Guide ↗

PARK AVENUE SECURITIES LLC

· CIK 0001071640
13F Portfolio $11.8B AUM 1,493 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1493 New
Page 66 of 75  ·  1,493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 TKR TIMKEN CO Industrials 3,721.0 $313K 0.00% NEW $84.12 +36.1%
1302 PINS PINTEREST INC Communication Services 12,046.0 $312K 0.00% NEW $25.90 -23.1%
1303 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 4,531.0 $312K 0.00% NEW $68.86 +20.0%
1304 TECH BIO-TECHNE CORP Healthcare 5,286.0 $311K 0.00% NEW $58.83 -24.5%
1305 WPC WP CAREY INC Real Estate 4,837.0 $311K 0.00% NEW $64.30 +14.9%
1306 KMX CARMAX INC Consumer Cyclical 8,030.0 $310K 0.00% NEW $38.61 -4.0%
1307 AHR AMERICAN HEALTHCARE REIT INC Real Estate 6,585.0 $310K 0.00% NEW $47.08 +7.9%
1308 IGPT INVESCO EXCHANGE TRADED FD T 5,221.0 $310K 0.00% NEW $59.38 +45.3%
1309 BROWN FORMAN CORP 11,885.0 $310K 0.00% NEW $26.08
1310 BBIN J P MORGAN EXCHANGE TRADED F 4,258.0 $308K 0.00% NEW $72.33 +6.0%
1311 QDEC FIRST TR EXCHNG TRADED FD VI 9,433.0 $307K 0.00% NEW $32.55 +7.7%
1312 FFEB FIRST TR EXCHNG TRADED FD VI 5,416.0 $307K 0.00% NEW $56.68 +6.2%
1313 GMAR FIRST TR EXCHNG TRADED FD VI 7,476.0 $306K 0.00% NEW $40.93 +7.0%
1314 DJUL FIRST TR EXCHNG TRADED FD VI 6,432.0 $306K 0.00% NEW $47.57 +4.1%
1315 STAG STAG INDL INC Real Estate 8,323.0 $306K 0.00% NEW $36.77 +3.9%
1316 CPT CAMDEN PPTY TR Real Estate 2,767.0 $305K 0.00% NEW $110.23 -5.1%
1317 INVH INVITATION HOMES INC Real Estate 10,886.0 $303K 0.00% NEW $27.83 +3.3%
1318 FHN FIRST HORIZON CORPORATION Financial Services 12,598.0 $301K 0.00% NEW $23.89 -0.7%
1319 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 4,927.0 $300K 0.00% NEW $60.89 -26.1%
1320 NOV NOV INC Energy 19,206.0 $300K 0.00% NEW $15.62 +35.5%
Page 66 of 75  ·  1,493 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
Financial Services 25.3%
Technology 24.8%
Industrials 10.0%
Consumer Cyclical 9.6%
Communication Services 8.9%
Healthcare 8.7%
Consumer Defensive 4.7%
Energy 3.0%
Utilities 2.1%
Basic Materials 1.6%