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Portfolio (Quarterly) Guide ↗

PARK AVENUE SECURITIES LLC

· CIK 0001071640
13F Portfolio $11.8B AUM 1,493 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1493 New
Page 53 of 75  ·  1,493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 LW LAMB WESTON HLDGS INC Consumer Defensive 13,569.0 $568K 0.01% NEW $41.86 +4.3%
1042 IAT ISHARES TR 10,269.0 $566K 0.01% NEW $55.12 +1.1%
1043 ITRI ITRON INC Technology 6,076.0 $564K 0.01% NEW $92.82 -13.0%
1044 FLCB FRANKLIN TEMPLETON ETF TR 25,796.0 $558K 0.01% NEW $21.63 -2.4%
1045 VPU VANGUARD WORLD FD 3,009.0 $557K 0.01% NEW $185.11 +3.8%
1046 CCJ CAMECO CORP Energy 6,077.0 $556K 0.01% NEW $91.49 +13.1%
1047 Z ZILLOW GROUP INC Communication Services 8,146.0 $556K 0.01% NEW $68.25 -45.5%
1048 TTC TORO CO Industrials 7,029.0 $553K 0.01% NEW $78.67 +13.7%
1049 LYFT LYFT INC Technology 28,446.0 $551K 0.01% NEW $19.37 -31.0%
1050 UGI UGI CORP NEW Utilities 14,732.0 $551K 0.01% NEW $37.40 -7.7%
1051 GMAB GENMAB A/S Healthcare 17,870.0 $550K 0.01% NEW $30.78 -14.3%
1052 OTIS OTIS WORLDWIDE CORP Industrials 6,275.0 $548K 0.01% NEW $87.33 -18.6%
1053 AWK AMERICAN WTR WKS CO INC NEW Utilities 4,190.0 $547K 0.01% NEW $130.55 -4.9%
1054 DDWM WISDOMTREE TR 12,557.0 $547K 0.01% NEW $43.56 +5.1%
1055 SMURFIT WESTROCK PLC 14,123.0 $546K 0.01% NEW $38.66
1056 CNC CENTENE CORP DEL Healthcare 13,202.0 $543K 0.01% NEW $41.13 +41.6%
1057 FIVE FIVE BELOW INC Consumer Cyclical 2,879.0 $542K 0.01% NEW $188.26 +16.0%
1058 VGK VANGUARD INTL EQUITY INDEX F 6,471.0 $541K 0.01% NEW $83.60 +3.4%
1059 SCHH SCHWAB STRATEGIC TR 25,844.0 $540K 0.01% NEW $20.89 +11.7%
1060 IX ORIX CORP Financial Services 18,398.0 $538K 0.01% NEW $29.24 +26.2%
Page 53 of 75  ·  1,493 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
Financial Services 25.3%
Technology 24.8%
Industrials 10.0%
Consumer Cyclical 9.6%
Communication Services 8.9%
Healthcare 8.7%
Consumer Defensive 4.7%
Energy 3.0%
Utilities 2.1%
Basic Materials 1.6%