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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 12 of 26  ·  515 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 POR PORTLAND GEN ELEC CO Utilities 23,028.0 $1.2M 0.01% -2K -8.5% $52.76 -8.8%
222 FLEX FLEXTRONICS INTL LTD Technology 18,528.0 $1.2M 0.01% -894.0 -4.6% $65.47 +99.0%
223 FIDELITY COVINGTON TRUST 17,200.0 $1.2M 0.01% -2K -9.0% $70.35
224 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 19,702.0 $1.2M 0.01% -2K -9.7% $61.36 -18.4%
225 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 631.0 $1.2M 0.01% -5.0 -0.8% $1885.90 +3.4%
226 AWI ARMSTRONG WORLD INDS INC NEW Industrials 7,161.0 $1.2M 0.01% -828.0 -10.4% $164.78 -3.0%
227 LEIDOS HOLDINGS INC 7,489.0 $1.2M 0.01% -8K -50.2% $155.56
228 FGDL FRANKLIN TEMPLETON HOLDINGS Financial Services 18,733.0 $1.2M 0.01% -39K -67.7% $62.19 -1.9%
229 WWD WOODWARD INC Industrials 3,253.0 $1.2M 0.01% -81.0 -2.4% $357.82 -2.1%
230 VIRTUS CONVERTIBLE & INC FD 86,803.0 $1.2M 0.01% -3K -3.1% $13.41
231 ETB EATON VANCE TAX MNGED BUY WR Financial Services 79,864.0 $1.2M 0.01% -1K -1.6% $14.42 +4.9%
232 ES EVERSOURCE ENERGY Utilities 16,561.0 $1.1M 0.01% -614.0 -3.6% $69.26 -2.4%
233 MEDP MEDPACE HLDGS INC Healthcare 2,370.0 $1.1M 0.01% -533.0 -18.4% $480.17 -12.1%
234 HLN HALEON PLC Healthcare 113,147.0 $1.1M 0.01% -1K -1.0% $10.01 -8.9%
235 LBRT LIBERTY ENERGY INC Energy 39,247.0 $1.1M 0.01% -3K -7.8% $28.79 +16.5%
236 TYL TYLER TECHNOLOGIES INC Technology 3,288.0 $1.1M 0.01% -1K -30.5% $342.46 -5.6%
237 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 5,054.0 $1.1M 0.01% -899.0 -15.1% $222.00 +61.5%
238 KKR KKR & CO INC Financial Services 12,068.0 $1.1M 0.01% -17K -58.4% $92.48 +4.0%
239 EPD ENTERPRISE PRODS PARTNERS L Energy 29,391.0 $1.1M 0.01% -5K -14.3% $37.83 +4.9%
240 CACI CACI INTL INC Technology 2,039.0 $1.1M 0.01% -132.0 -6.1% $543.89 -8.9%
Page 12 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%