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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 62 of 89  ·  1,776 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 LPLA LPL FINL HLDGS INC Financial Services 2,088.0 $588K 0.00% -213.0 -9.3% $281.61 +27.6%
1222 BBLU EA SERIES TRUST 35,442.0 $585K 0.00% -2K -4.1% $16.51 +5.7%
1223 IOT SAMSARA INC Technology 17,990.0 $583K 0.00% +595.0 +3.4% $32.41 +21.0%
1224 DDWM WISDOMTREE TR 12,590.0 $581K 0.00% $46.15 +2.0%
1225 AIM ETF PRODUCTS TRUST 18,070.0 $580K 0.00% $32.10
1226 MFC MANULIFE FINL CORP Financial Services 14,310.0 $580K 0.00% +3K +26.1% $40.53 +7.1%
1227 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 10,860.0 $572K 0.00% -6K -36.3% $52.67 +25.4%
1228 NUSC NUSHARES ETF TR 10,941.0 $570K 0.00% $52.10 +0.2%
1229 BSCQ INVESCO EXCH TRD SLF IDX FD 29,162.0 $569K 0.00% -1K -4.7% $19.51 +0.3%
1230 AAON AAON INC Industrials 4,452.0 $565K 0.00% -221.0 -4.7% $126.91 -36.2%
1231 SCIO FIRST TR EXCHANGE-TRADED FD 27,292.0 $564K 0.00% +13K +91.5% $20.67 -0.1%
1232 TKR TIMKEN CO Industrials 3,872.0 $563K 0.00% +235.0 +6.5% $145.40 -13.6%
1233 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,038.0 $562K 0.00% +204.0 +24.5% $541.43 -2.3%
1234 BGLD FIRST TR EXCHANGE-TRADED FD 34,453.0 $561K 0.00% +4K +13.6% $16.28 +6.2%
1235 XYL XYLEM INC Industrials 4,721.0 $558K 0.00% -593.0 -11.2% $118.20 -1.7%
1236 GMAY FIRST TR EXCHNG TRADED FD VI 12,932.0 $557K 0.00% +4K +48.9% $43.07 +1.8%
1237 FDEC FIRST TR EXCHNG TRADED FD VI 10,187.0 $555K 0.00% -321.0 -3.0% $54.48 +2.2%
1238 IGPT INVESCO EXCHANGE TRADED FD T 5,330.0 $555K 0.00% +241.0 +4.7% $104.13 -12.2%
1239 LFUS LITTELFUSE INC Technology 1,214.0 $553K 0.00% -44.0 -3.5% $455.52 -8.9%
1240 CCC CCC INTELLIGENT SOLUTIONS HL Technology 106,796.0 $551K 0.00% -7K -6.0% $5.16 +44.2%
Page 62 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%