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Portfolio (Quarterly) Guide ↗

PARK AVENUE SECURITIES LLC

· CIK 0001071640
13F Portfolio $12.8B AUM 1,517 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 251 New 686 Added 515 Reduced 227 Exited
Page 10 of 26  ·  515 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 XMHQ INVESCO EXCHANGE TRADED FD T 16,417.0 $1.7M 0.01% -634.0 -3.7% $103.37 +3.5%
182 USFR WISDOMTREE TR 33,435.0 $1.7M 0.01% -990.0 -2.9% $50.34 +0.2%
183 GTO INVESCO ACTIVELY MANAGED EXC 35,880.0 $1.7M 0.01% -2K -5.8% $46.82 -0.8%
184 TFLO ISHARES TR 33,094.0 $1.7M 0.01% -14K -30.2% $50.64 -0.1%
185 EQWL INVESCO EXCHANGE TRADED FD T 14,385.0 $1.7M 0.01% -2K -13.4% $115.26 +7.6%
186 STEW SRH TOTAL RETURN FUND INC Financial Services 96,812.0 $1.7M 0.01% -9K -8.2% $17.09 +3.5%
187 OMC OMNICOM GROUP INC Communication Services 21,893.0 $1.6M 0.01% -5K -17.3% $75.32 -5.7%
188 NSC NORFOLK SOUTHN CORP Industrials 5,682.0 $1.6M 0.01% -109.0 -1.9% $287.05 +10.6%
189 JBL JABIL INC Technology 6,121.0 $1.6M 0.01% -820.0 -11.8% $265.64 +28.0%
190 FLOT ISHARES TR 31,912.0 $1.6M 0.01% -13K -28.9% $50.95 +0.0%
191 CVNA CARVANA CO Consumer Cyclical 5,152.0 $1.6M 0.01% -1K -19.2% $314.44 -78.8%
192 NATWEST GROUP PLC 107,194.0 $1.6M 0.01% -34K -24.2% $14.90
193 F FORD MTR CO Consumer Cyclical 138,177.0 $1.6M 0.01% -1K -0.8% $11.54 +16.0%
194 NTRA NATERA INC Healthcare 7,779.0 $1.6M 0.01% -534.0 -6.4% $200.03 -4.9%
195 NVO NOVO-NORDISK A S Healthcare 42,248.0 $1.6M 0.01% -3K -6.8% $36.76 +21.4%
196 WTM WHITE MTNS INS GROUP LTD Financial Services 703.0 $1.5M 0.01% -58.0 -7.6% $2196.30 -2.2%
197 AYI ACUITY INC Industrials 5,503.0 $1.5M 0.01% -439.0 -7.4% $280.21 +0.4%
198 DDOG DATADOG INC Technology 12,836.0 $1.5M 0.01% -4K -23.4% $118.03 +73.3%
199 AXON AXON ENTERPRISE INC Industrials 3,465.0 $1.5M 0.01% -150.0 -4.2% $424.53 -6.2%
200 IDXX IDEXX LABS INC Healthcare 2,547.0 $1.4M 0.01% -35.0 -1.4% $561.84 -5.1%
Page 10 of 26  ·  515 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 30.4%
Financial Services 17.4%
Industrials 10.8%
Healthcare 9.6%
Consumer Cyclical 9.2%
Communication Services 8.1%
Consumer Defensive 4.4%
Energy 3.9%
Utilities 2.5%
Basic Materials 1.9%