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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 49 of 89  ·  1,776 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 SRE SEMPRA Utilities 10,696.0 $992K 0.01% +92.0 +0.9% $92.75 -9.7%
962 J JACOBS SOLUTIONS INC Industrials 7,858.0 $990K 0.01% -4K -31.4% $125.99 +18.6%
963 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 3,757.0 $989K 0.01% -236.0 -5.9% $263.24 +39.8%
964 VWOB VANGUARD WHITEHALL FDS 14,570.0 $980K 0.01% $67.26 -2.1%
965 DSM BNY MELLON STRATEGIC MUN BD Financial Services 159,077.0 $978K 0.01% -11K -6.5% $6.15 -5.3%
966 CHEF CHEFS WHSE INC Consumer Defensive 10,169.0 $977K 0.01% NEW $96.08 +15.0%
967 REGN REGENERON PHARMACEUTICALS Healthcare 1,563.0 $975K 0.01% -112.0 -6.7% $623.80 +34.0%
968 UTES ETFIS SER TR I 11,907.0 $973K 0.01% +3K +35.5% $81.72 -8.8%
969 BLOCK INC 12,791.0 $972K 0.01% +2K +22.1% $75.99
970 PERIMETER SOLUTIONS INC 27,156.0 $968K 0.01% +4K +19.1% $35.65
971 CNC CENTENE CORP DEL Healthcare 15,007.0 $963K 0.01% +3K +25.1% $64.17 +1.1%
972 SWK STANLEY BLACK & DECKER INC Industrials 10,217.0 $962K 0.01% +2K +28.4% $94.16 +5.6%
973 QGRW WISDOMTREE TR 14,521.0 $959K 0.01% +3K +23.1% $66.04 +1.2%
974 DHY CREDIT SUISSE HIGH YIELD CRE Financial Services 538,400.0 $958K 0.01% +25K +4.9% $1.78 -3.1%
975 GWRE GUIDEWIRE SOFTWARE INC Technology 7,766.0 $956K 0.01% NEW $123.10 +51.8%
976 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 8,548.0 $956K 0.01% +149.0 +1.8% $111.84 -6.3%
977 IBB ISHARES TR 5,013.0 $953K 0.01% -2K -30.5% $190.11 +12.1%
978 VGK VANGUARD INTL EQUITY INDEX F 10,723.0 $949K 0.01% +1K +11.0% $88.50 +4.8%
979 FLOT ISHARES TR 18,548.0 $947K 0.01% -13K -41.9% $51.06 -0.1%
980 UUUU ENERGY FUELS INC Energy 65,073.0 $944K 0.01% +45K +230.6% $14.51 +4.7%
Page 49 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%