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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 74 of 89  ·  1,776 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 BROWN FORMAN CORP 12,693.0 $338K 0.00% NEW $26.63
1462 VLTO VERALTO CORP Industrials 3,800.0 $337K 0.00% -3K -46.9% $88.68 +8.3%
1463 AMER SPORTS INC 9,930.0 $336K 0.00% -257.0 -2.5% $33.84
1464 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 1,154.0 $336K 0.00% +16.0 +1.4% $291.16 -14.1%
1465 BBEU J P MORGAN EXCHANGE TRADED F 4,320.0 $336K 0.00% +426.0 +10.9% $77.78 +2.8%
1466 GCOW PACER FDS TR 7,764.0 $336K 0.00% -2K -22.4% $43.28 +8.4%
1467 RGEN REPLIGEN CORP Healthcare 2,463.0 $336K 0.00% +633.0 +34.6% $136.42 +21.8%
1468 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 6,340.0 $335K 0.00% +932.0 +17.2% $52.84 -13.2%
1469 EXR EXTRA SPACE STORAGE INC Real Estate 2,302.0 $335K 0.00% -337.0 -12.8% $145.53 +1.0%
1470 PBR PETROLEO BRASILEIRO S A Energy 20,746.0 $335K 0.00% -834.0 -3.9% $16.15 +12.6%
1471 RBRK RUBRIK INC. Technology 4,179.0 $335K 0.00% NEW $80.16 +25.4%
1472 EPS WISDOMTREE TR 4,306.0 $335K 0.00% +337.0 +8.5% $77.80 +3.8%
1473 ESS ESSEX PPTY TR INC Real Estate 1,145.0 $334K 0.00% +85.0 +8.0% $291.70 -2.7%
1474 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 13,449.0 $334K 0.00% +974.0 +7.8% $24.83 -11.4%
1475 BMO BANK MONTREAL MEDIUM Financial Services 1,887.0 $333K 0.00% -2K -54.6% $176.47 +3.5%
1476 CBT CABOT CORP Basic Materials 3,651.0 $332K 0.00% $90.93 -7.3%
1477 DJUL FIRST TR EXCHNG TRADED FD VI 6,629.0 $332K 0.00% +197.0 +3.1% $50.08 +2.1%
1478 SKYW SKYWEST INC Industrials 3,346.0 $332K 0.00% +635.0 +23.4% $99.22 +3.9%
1479 WAT WATERS CORP Healthcare 885.0 $332K 0.00% +94.0 +11.9% $375.14 +7.0%
1480 CGCV CAPITAL GROUP CONSERVATIVE E 10,073.0 $331K 0.00% NEW $32.86 +1.8%
Page 74 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%