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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 48 of 89  ·  1,776 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 FJP FIRST TR EXCH TRD ALPHDX FD 13,478.0 $1.0M 0.01% $76.35 +1.0%
942 DHF BNY MELLON HIGH YIELD STRATE Financial Services 423,805.0 $1.0M 0.01% $2.42 -2.9%
943 FGDL FRANKLIN TEMPLETON HOLDINGS Financial Services 19,202.0 $1.0M 0.01% +469.0 +2.5% $53.38 +15.1%
944 ICSH ISHARES TR 20,271.0 $1.0M 0.01% -6K -22.1% $50.56 -0.1%
945 THC TENET HEALTHCARE CORP Healthcare 5,458.0 $1.0M 0.01% +2K +50.3% $187.06 +50.1%
946 PPG PPG INDS INC Basic Materials 8,413.0 $1.0M 0.01% -85.0 -1.0% $121.24 -6.3%
947 APG API GROUP CORP Industrials 24,029.0 $1.0M 0.01% -407.0 -1.7% $42.37 -2.8%
948 CIBR FIRST TR EXCHANGE-TRADED FD 11,323.0 $1.0M 0.01% +2K +27.8% $89.82 +5.6%
949 BBY BEST BUY INC Consumer Cyclical 13,389.0 $1.0M 0.01% $75.88 +13.2%
950 NEU NEWMARKET CORP Basic Materials 1,281.0 $1.0M 0.01% -245.0 -16.1% $791.57 +18.4%
951 BWXT BWX TECHNOLOGIES INC Industrials 5,197.0 $1.0M 0.01% -227.0 -4.2% $194.73 -19.5%
952 GRMN GARMIN LTD Technology 4,262.0 $1.0M 0.01% -4K -50.1% $237.45 +24.2%
953 MOAT VANECK ETF TRUST 9,706.0 $1.0M 0.01% -1K -13.0% $103.96 +10.1%
954 ITT ITT INC Industrials 5,099.0 $1.0M 0.01% -246.0 -4.6% $197.69 +5.3%
955 CALX CALIX INC Technology 26,990.0 $1.0M 0.01% NEW $37.31 +7.5%
956 FJAN FIRST TR EXCHNG TRADED FD VI 18,146.0 $1.0M 0.01% -6K -23.6% $55.11 +2.2%
957 AM ANTERO MIDSTREAM CORP Energy 43,914.0 $999K 0.01% -3K -7.3% $22.75 -2.7%
958 SPHY SPDR SERIES TRUST 42,582.0 $998K 0.01% +2K +5.4% $23.44 -0.6%
959 COOPER COS INC 13,886.0 $996K 0.01% -2K -10.0% $71.73
960 KKR KKR & CO INC 10,844.0 $995K 0.01% -1K -10.1% $91.76
Page 48 of 89  ·  1,776 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 33.2%
Financial Services 19.9%
Industrials 11.0%
Consumer Cyclical 8.1%
Healthcare 8.0%
Communication Services 6.4%
Consumer Defensive 4.0%
Energy 3.3%
Utilities 2.7%
Real Estate 1.7%