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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 72 of 89  ·  1,776 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 SON SONOCO PRODS CO Consumer Cyclical 6,584.0 $371K 0.00% -44.0 -0.7% $56.35 +1.5%
1422 AGYS AGILYSYS INC Technology 3,545.0 $370K 0.00% NEW $104.37 +7.3%
1423 DHS WISDOMTREE TR 3,251.0 $370K 0.00% -509.0 -13.5% $113.81 +4.5%
1424 CORPAY INC 1,109.0 $370K 0.00% +59.0 +5.6% $333.63
1425 VMBS VANGUARD SCOTTSDALE FDS 7,834.0 $367K 0.00% -2K -17.7% $46.85 -1.4%
1426 DAR DARLING INGREDIENTS INC Consumer Defensive 6,641.0 $363K 0.00% +133.0 +2.0% $54.66 +25.0%
1427 MGY MAGNOLIA OIL & GAS CORP Energy 14,171.0 $362K 0.00% $25.55 +5.3%
1428 AHR AMERICAN HEALTHCARE REIT INC Real Estate 6,923.0 $361K 0.00% $52.15 +4.4%
1429 SNN SMITH & NEPHEW PLC Healthcare 12,529.0 $361K 0.00% +1K +13.3% $28.81 +4.8%
1430 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 4,730.0 $361K 0.00% NEW $76.32 -5.3%
1431 XPO XPO INC Industrials 1,757.0 $361K 0.00% -121.0 -6.4% $205.46 -1.3%
1432 AXS AXIS CAP HLDGS LTD Financial Services 3,349.0 $360K 0.00% +39.0 +1.2% $107.49 -6.3%
1433 KMX CARMAX INC Consumer Cyclical 6,814.0 $360K 0.00% NEW $52.83 +8.6%
1434 NTES NETEASE COM INC Technology 2,811.0 $360K 0.00% +571.0 +25.5% $128.07 -2.6%
1435 ZTS ZOETIS INC Healthcare 4,994.0 $359K 0.00% -3K -38.6% $71.89 +2.9%
1436 LGLV SPDR SERIES TRUST 1,974.0 $358K 0.00% +206.0 +11.7% $181.36 +3.7%
1437 FIVE FIVE BELOW INC Consumer Cyclical 1,988.0 $357K 0.00% -417.0 -17.3% $179.58 +32.8%
1438 QUS SPDR SERIES TRUST 1,904.0 $356K 0.00% NEW $186.97 +3.9%
1439 USFD US FOODS HLDG CORP Consumer Defensive 3,483.0 $356K 0.00% $102.21 +4.6%
1440 ITGR INTEGER HLDGS CORP Healthcare 3,804.0 $355K 0.00% -130.0 -3.3% $93.32 +34.0%
Page 72 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%