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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 21 of 26  ·  515 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 SDVY FIRST TR EXCHANGE TRADED FD 9,551.0 $377K 0.00% -733.0 -7.1% $39.47 +4.0%
402 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 1,138.0 $376K 0.00% -1K -51.1% $330.40 -4.4%
403 LYFT LYFT INC Technology 28,009.0 $373K 0.00% -437.0 -1.5% $13.32 +1.7%
404 YOU CLEAR SECURE INC Technology 7,662.0 $371K 0.00% -516.0 -6.3% $48.42 +24.2%
405 FROG JFROG LTD Technology 7,848.0 $368K 0.00% -2K -16.2% $46.89 +45.2%
406 HLNE HAMILTON LANE INC Financial Services 3,688.0 $367K 0.00% -291.0 -7.3% $99.51 -13.0%
407 MGV VANGUARD WORLD FD 2,534.0 $367K 0.00% -126.0 -4.7% $144.83 +6.4%
408 GAM GENERAL AMERN INVS CO INC Financial Services 6,262.0 $366K 0.00% -644.0 -9.3% $58.45 +9.3%
409 TKR TIMKEN CO Industrials 3,637.0 $366K 0.00% -84.0 -2.3% $100.63 +12.1%
410 PEN PENUMBRA INC Healthcare 1,103.0 $362K 0.00% -353.0 -24.2% $328.20 -0.9%
411 PRIM PRIMORIS SVCS CORP Industrials 2,529.0 $362K 0.00% -1K -29.8% $143.14 -23.7%
412 SON SONOCO PRODS CO Consumer Cyclical 6,628.0 $359K 0.00% -1K -13.2% $54.16 -13.2%
413 USPH U S PHYSICAL THERAPY Healthcare 4,703.0 $353K 0.00% -714.0 -13.2% $75.06 -13.2%
414 ITGR INTEGER HLDGS CORP Healthcare 3,934.0 $346K 0.00% -704.0 -15.2% $87.95 +3.0%
415 IVT INVENTRUST PPTYS CORP Real Estate 11,315.0 $345K 0.00% -499.0 -4.2% $30.49 +4.3%
416 QJUN FIRST TR EXCHNG TRADED FD VI 11,023.0 $344K 0.00% -3K -23.1% $31.21 +7.7%
417 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 2,574.0 $343K 0.00% -2K -47.2% $133.26 -12.8%
418 FLQM FRANKLIN TEMPLETON ETF TR 6,192.0 $340K 0.00% -888.0 -12.5% $54.91 +1.6%
419 MSTR STRATEGY INC Technology 2,722.0 $340K 0.00% -681.0 -20.0% $124.91 +30.9%
420 SCHP SCHWAB STRATEGIC TR 12,740.0 $339K 0.00% -2K -14.5% $26.61 +0.2%
Page 21 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%