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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 51 of 89  ·  1,776 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 EXEL EXELIXIS INC Healthcare 16,542.0 $900K 0.01% +2K +17.0% $54.41 +0.3%
1002 HPQ HP INC Technology 41,015.0 $900K 0.01% +7K +19.1% $21.94 +36.4%
1003 SAIA SAIA INC Industrials 2,138.0 $900K 0.01% -169.0 -7.3% $420.95 -14.4%
1004 LAMR LAMAR ADVERTISING CO Real Estate 5,766.0 $899K 0.01% +3K +130.5% $155.91 -3.6%
1005 DMO WESTERN ASSET MTG DEFINED OP Financial Services 83,883.0 $898K 0.01% +1K +1.6% $10.71 -2.9%
1006 FR FIRST INDL RLTY TR INC Real Estate 14,628.0 $897K 0.01% +2K +19.6% $61.32 +2.3%
1007 BXP BXP INC Real Estate 13,471.0 $893K 0.01% +3K +23.3% $66.29 +2.1%
1008 CNI CANADIAN NATL RY CO Industrials 7,483.0 $892K 0.01% +2K +40.1% $119.20 +8.4%
1009 LII LENNOX INTL INC Industrials 1,554.0 $891K 0.01% NEW $573.36 -28.9%
1010 ARGX ARGENX SE Healthcare 956.0 $887K 0.01% -281.0 -22.7% $927.82 +13.1%
1011 IYM ISHARES TR 4,939.0 $887K 0.01% +1K +31.0% $179.59 +8.6%
1012 NDAQ NASDAQ INC Financial Services 11,250.0 $887K 0.01% NEW $78.84 +24.9%
1013 KRMN KARMAN HLDGS INC Industrials 17,712.0 $884K 0.01% +6K +54.6% $49.91 +7.5%
1014 ILMN ILLUMINA INC Healthcare 5,017.0 $882K 0.01% -507.0 -9.2% $175.80 +22.3%
1015 UNM UNUM GROUP Financial Services 9,870.0 $882K 0.01% -123.0 -1.2% $89.36 -1.2%
1016 GATX GATX CORP Industrials 4,960.0 $879K 0.01% -117.0 -2.3% $177.22 -0.5%
1017 AKAM AKAMAI TECHNOLOGIES INC Technology 7,388.0 $873K 0.01% +223.0 +3.1% $118.16 -6.6%
1018 ARW ARROW ELECTRS INC Technology 4,088.0 $872K 0.01% $213.31 -3.2%
1019 DBL DOUBLELINE OPPORTUNISTIC CR Financial Services 60,607.0 $872K 0.01% NEW $14.39 -1.9%
1020 HDB HDFC BANK LTD Financial Services 33,767.0 $872K 0.01% -321.0 -0.9% $25.82 -8.3%
Page 51 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 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%