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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 25 of 32  ·  627 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 INTA INTAPP INC Technology 17,884.0 $451K 0.00% -6K -25.1% $25.22 +57.5%
482 BDX BECTON DICKINSON & CO Healthcare 2,954.0 $447K 0.00% -1K -27.6% $151.32 +19.5%
483 AA ALCOA CORP Basic Materials 8,550.0 $446K 0.00% -110.0 -1.3% $52.16 -4.1%
484 CCJ CAMECO CORP Energy 4,355.0 $444K 0.00% -1K -20.5% $101.95 -5.8%
485 MUR MURPHY OIL CORP Energy 13,617.0 $443K 0.00% -131.0 -0.9% $32.53 +8.2%
486 IVZ INVESCO LTD Financial Services 16,725.0 $441K 0.00% -3K -13.5% $26.37 +22.9%
487 FCFS FIRSTCASH HOLDINGS INC Financial Services 2,035.0 $440K 0.00% -16.0 -0.8% $216.22 -1.6%
488 CALF PACER FDS TR 8,653.0 $438K 0.00% -1K -12.4% $50.62 +11.7%
489 YSEP FIRST TR EXCHNG TRADED FD VI 15,878.0 $437K 0.00% -782.0 -4.7% $27.52 +2.6%
490 LEMB ISHARES INC 10,159.0 $431K 0.00% -297.0 -2.8% $42.43 +1.3%
491 TMDX TRANSMEDICS GROUP INC Healthcare 6,437.0 $428K 0.00% -3K -34.2% $66.49 +36.4%
492 CAVA CAVA GROUP INC Consumer Cyclical 5,436.0 $427K 0.00% -197.0 -3.5% $78.55 -13.2%
493 IAT ISHARES TR 6,804.0 $423K 0.00% -2K -25.2% $62.17 +4.2%
494 FOCT FIRST TR EXCHNG TRADED FD VI 7,954.0 $416K 0.00% -324.0 -3.9% $52.30 +2.3%
495 IGF ISHARES TR 6,225.0 $415K 0.00% -7K -54.4% $66.67 -1.2%
496 PCOR PROCORE TECHNOLOGIES INC Technology 10,210.0 $415K 0.00% -746.0 -6.8% $40.65 +47.2%
497 HEEM ISHARES INC 9,260.0 $414K 0.00% -4K -31.7% $44.71 -7.0%
498 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 16,028.0 $410K 0.00% -2K -11.6% $25.58 +1.8%
499 KVUE KENVUE INC Consumer Defensive 21,201.0 $405K 0.00% -989.0 -4.5% $19.10 -1.6%
500 AZO AUTOZONE INC Consumer Cyclical 126.0 $403K 0.00% -53.0 -29.6% $3198.41 -3.9%
Page 25 of 32  ·  627 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%