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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 69 of 89  ·  1,776 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 JETS ETF SER SOLUTIONS 12,918.0 $429K 0.00% NEW $33.21 -8.7%
1362 TMDX TRANSMEDICS GROUP INC Healthcare 6,437.0 $428K 0.00% -3K -34.2% $66.49 +36.4%
1363 EVEREST GROUP LTD 1,198.0 $428K 0.00% +280.0 +30.5% $357.26
1364 CAVA CAVA GROUP INC Consumer Cyclical 5,436.0 $427K 0.00% -197.0 -3.5% $78.55 -13.1%
1365 YOU CLEAR SECURE INC Technology 7,668.0 $427K 0.00% $55.69 -19.9%
1366 APA APA CORPORATION Energy 13,062.0 $425K 0.00% +7K +123.2% $32.54 +30.2%
1367 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 6,329.0 $425K 0.00% NEW $67.15 -3.8%
1368 ROKU ROKU INC Communication Services 3,078.0 $425K 0.00% NEW $138.08 +14.3%
1369 IAT ISHARES TR 6,804.0 $423K 0.00% -2K -25.2% $62.17 +4.2%
1370 INDS PACER FDS TR 10,445.0 $420K 0.00% +3K +39.8% $40.21 +2.2%
1371 CEMB ISHARES INC 9,181.0 $419K 0.00% NEW $45.64 -0.8%
1372 KWR QUAKER HOUGHTON Basic Materials 2,622.0 $417K 0.00% +155.0 +6.3% $159.04 +3.7%
1373 FOCT FIRST TR EXCHNG TRADED FD VI 7,954.0 $416K 0.00% -324.0 -3.9% $52.30 +2.3%
1374 MFS ACTIVE EXCHANGE TRADED F 14,576.0 $416K 0.00% NEW $28.54
1375 IGF ISHARES TR 6,225.0 $415K 0.00% -7K -54.4% $66.67 -1.2%
1376 PCOR PROCORE TECHNOLOGIES INC Technology 10,210.0 $415K 0.00% -746.0 -6.8% $40.65 +47.3%
1377 FMAY FIRST TR EXCHNG TRADED FD VI 7,369.0 $414K 0.00% +1K +20.9% $56.18 +2.0%
1378 HEEM ISHARES INC 9,260.0 $414K 0.00% -4K -31.7% $44.71 -7.1%
1379 OVV OVINTIV INC Energy 7,811.0 $411K 0.00% +184.0 +2.4% $52.62 +23.6%
1380 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 16,028.0 $410K 0.00% -2K -11.6% $25.58 +1.8%
Page 69 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%