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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 70 of 89  ·  1,776 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 GPC GENUINE PARTS CO Consumer Cyclical 3,474.0 $410K 0.00% +116.0 +3.5% $118.02 +11.8%
1382 OKTA OKTA INC Technology 3,000.0 $409K 0.00% NEW $136.33 +5.6%
1383 LYFT LYFT INC Technology 27,959.0 $408K 0.00% $14.59 +16.0%
1384 CRWV COREWEAVE INC Technology 4,092.0 $407K 0.00% +1K +38.1% $99.46 -6.3%
1385 MTDR MATADOR RES CO Energy 8,175.0 $407K 0.00% +175.0 +2.2% $49.79 +15.0%
1386 KVUE KENVUE INC Consumer Defensive 21,201.0 $405K 0.00% -989.0 -4.5% $19.10 -1.6%
1387 IT GARTNER INC Technology 3,120.0 $404K 0.00% +961.0 +44.5% $129.49 +40.6%
1388 JBHT HUNT J B TRANS SVCS INC Industrials 1,396.0 $404K 0.00% NEW $289.40 -5.3%
1389 SMLV SPDR SERIES TRUST 2,570.0 $404K 0.00% NEW $157.20 +1.8%
1390 AZO AUTOZONE INC Consumer Cyclical 126.0 $403K 0.00% -53.0 -29.6% $3198.41 -3.9%
1391 LGND LIGAND PHARMACEUTICALS INC Healthcare 1,276.0 $403K 0.00% NEW $315.83 -8.9%
1392 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 4,676.0 $403K 0.00% -294.0 -5.9% $86.18 +15.0%
1393 HYDB ISHARES TR 8,601.0 $402K 0.00% -14K -61.4% $46.74 -0.6%
1394 HYLB DBX ETF TR 10,916.0 $399K 0.00% +513.0 +4.9% $36.55 -0.7%
1395 FFEB FIRST TR EXCHNG TRADED FD VI 6,550.0 $399K 0.00% $60.92 +2.1%
1396 FNOV FIRST TR EXCHNG TRADED FD VI 6,807.0 $398K 0.00% -296.0 -4.2% $58.47 +2.1%
1397 CAFX PROFESIONALLY MANAGED PORTFO 16,135.0 $397K 0.00% +166.0 +1.0% $24.60 -0.4%
1398 DGII DIGI INTL INC Technology 5,269.0 $395K 0.00% -479.0 -8.3% $74.97 +8.1%
1399 CG CARLYLE GROUP INC Financial Services 9,322.0 $393K 0.00% +704.0 +8.2% $42.16 +14.7%
1400 VNO VORNADO RLTY TR Real Estate 9,994.0 $393K 0.00% +95.0 +1.0% $39.32 -4.0%
Page 70 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%