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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 68 of 89  ·  1,776 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 FEMB FIRST TR EXCH TRADED FD III 15,305.0 $447K 0.00% +905.0 +6.3% $29.21 +1.2%
1342 AA ALCOA CORP Basic Materials 8,550.0 $446K 0.00% -110.0 -1.3% $52.16 -4.1%
1343 CCJ CAMECO CORP Energy 4,355.0 $444K 0.00% -1K -20.5% $101.95 -5.8%
1344 MGV VANGUARD WORLD FD 2,714.0 $444K 0.00% +180.0 +7.1% $163.60 +2.9%
1345 VOX VANGUARD WORLD FD 2,409.0 $443K 0.00% +105.0 +4.6% $183.89 +0.3%
1346 BOOT BOOT BARN HLDGS INC Consumer Cyclical 2,697.0 $443K 0.00% +148.0 +5.8% $164.26 -3.8%
1347 MUR MURPHY OIL CORP Energy 13,617.0 $443K 0.00% -131.0 -0.9% $32.53 +8.1%
1348 LC HAPPEN INC Financial Services 21,314.0 $442K 0.00% NEW $20.74 -7.4%
1349 CNP CENTERPOINT ENERGY INC Utilities 10,010.0 $441K 0.00% NEW $44.06 -8.0%
1350 TXT TEXTRON INC Industrials 4,803.0 $441K 0.00% NEW $91.82 -5.1%
1351 IVZ INVESCO LTD Financial Services 16,725.0 $441K 0.00% -3K -13.5% $26.37 +22.8%
1352 FCFS FIRSTCASH HOLDINGS INC Financial Services 2,035.0 $440K 0.00% -16.0 -0.8% $216.22 -1.6%
1353 CALF PACER FDS TR 8,653.0 $438K 0.00% -1K -12.4% $50.62 +11.7%
1354 YSEP FIRST TR EXCHNG TRADED FD VI 15,878.0 $437K 0.00% -782.0 -4.7% $27.52 +2.6%
1355 JHAI JANUS DETROIT STR TR 11,809.0 $436K 0.00% NEW $36.92 -7.2%
1356 CRUS CIRRUS LOGIC INC Technology 2,932.0 $435K 0.00% NEW $148.36 -21.2%
1357 VCRB VANGUARD MALVERN FDS 5,631.0 $435K 0.00% +298.0 +5.6% $77.25 -1.7%
1358 MFS ACTIVE EXCHANGE TRADED F 14,366.0 $435K 0.00% NEW $30.28
1359 LEMB ISHARES INC 10,159.0 $431K 0.00% -297.0 -2.8% $42.43 +1.3%
1360 IYT ISHARES TR 4,965.0 $431K 0.00% NEW $86.81 -0.7%
Page 68 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%