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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 54 of 89  ·  1,776 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 FMAR FIRST TR EXCHNG TRADED FD VI 15,328.0 $801K 0.01% NEW $52.26 +1.7%
1062 SLYV SPDR SERIES TRUST 7,345.0 $801K 0.01% -2K -19.2% $109.05 +0.6%
1063 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 4,146.0 $801K 0.01% -830.0 -16.7% $193.20 +4.1%
1064 IJK ISHARES TR 6,779.0 $797K 0.01% +228.0 +3.5% $117.57 -2.2%
1065 EWBC EAST WEST BANCORP INC Financial Services 6,170.0 $796K 0.01% -140.0 -2.2% $129.01 +0.7%
1066 KNSL KINSALE CAP GROUP INC Financial Services 2,415.0 $796K 0.01% -361.0 -13.0% $329.61 +15.6%
1067 FROG JFROG LTD Technology 8,721.0 $793K 0.01% +873.0 +11.1% $90.93 -1.3%
1068 NI NISOURCE INC Utilities 16,645.0 $791K 0.01% -2K -10.1% $47.52 -12.3%
1069 HALO HALOZYME THERAPEUTICS INC Healthcare 10,089.0 $790K 0.01% -282.0 -2.7% $78.30 +35.5%
1070 LBRT LIBERTY ENERGY INC Energy 30,149.0 $790K 0.01% -9K -23.2% $26.20 -26.6%
1071 CVCO CAVCO INDS INC DEL Consumer Cyclical 1,278.0 $785K 0.01% -8.0 -0.6% $614.24 -5.8%
1072 BSCR INVESCO EXCH TRD SLF IDX FD 40,001.0 $785K 0.01% -2K -3.7% $19.62 +0.2%
1073 TLN TALEN ENERGY CORP Utilities 2,040.0 $784K 0.01% NEW $384.31 -17.5%
1074 EGP EASTGROUP PPTYS INC Real Estate 3,866.0 $783K 0.01% +78.0 +2.1% $202.53 -0.7%
1075 NOBL PROSHARES TR 13,898.0 $781K 0.01% +6K +69.0% $56.20 +4.0%
1076 CXT CRANE NXT CO Industrials 15,251.0 $780K 0.01% +2K +14.4% $51.14 -3.3%
1077 MAIR MADISON AIR SOLUTIONS CORP Industrials 19,971.0 $779K 0.01% NEW $39.01 -32.7%
1078 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 81,270.0 $778K 0.01% $9.57 +1.8%
1079 ODFL OLD DOMINION FREIGHT LINE IN Industrials 3,588.0 $777K 0.01% -296.0 -7.6% $216.56 -5.6%
1080 GRDN GUARDIAN PHARMACY SVCS INC Healthcare 18,525.0 $776K 0.01% NEW $41.89 -10.5%
Page 54 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%