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Portfolio (Quarterly) Guide ↗

PKS Advisory Services, LLC

· CIK 0001605401
13F Portfolio $627M AUM 380 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 144 New 154 Added 73 Reduced 19 Exited
Page 4 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BND VANGUARD BD INDEX FDS 18,592.0 $1.4M 0.22% +2K +14.4% $73.42 -1.6%
62 CAT CATERPILLAR INC Industrials 1,278.0 $1.4M 0.22% +761.0 +147.2% $1065.28 -22.3%
63 GE GE AEROSPACE Industrials 3,595.0 $1.3M 0.21% +392.0 +12.2% $373.92 -6.8%
64 VOT VANGUARD INDEX FDS 4,279.0 $1.3M 0.21% +255.0 +6.3% $306.34 -0.3%
65 DYNF BLACKROCK ETF TRUST 18,833.0 $1.3M 0.20% +10K +104.0% $68.01 +1.6%
66 IBM INTERNATIONAL BUSINESS MACHS Technology 4,492.0 $1.3M 0.20% +520.0 +13.1% $281.31 -16.2%
67 LLY ELI LILLY & CO Healthcare 990.0 $1.2M 0.19% +342.0 +52.8% $1203.08 +4.3%
68 HD HOME DEPOT INC Consumer Cyclical 3,322.0 $1.2M 0.19% +839.0 +33.8% $352.63 -4.8%
69 RTX RTX CORPORATION Industrials 6,140.0 $1.2M 0.19% +226.0 +3.8% $189.77 +10.6%
70 IJT ISHARES TR 6,513.0 $1.2M 0.19% +759.0 +13.2% $178.58 -2.6%
71 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,226.0 $1.1M 0.18% +51.0 +4.3% $937.46 +1.1%
72 VTV VANGUARD INDEX FDS 5,229.0 $1.1M 0.18% +2K +76.7% $217.95 +3.9%
73 GS GOLDMAN SACHS GROUP INC Financial Services 1,113.0 $1.1M 0.18% +523.0 +88.6% $1010.85 +2.8%
74 NOBL PROSHARES TR 19,795.0 $1.1M 0.18% +5K +34.1% $56.16 +4.6%
75 IUSB ISHARES TR 23,521.0 $1.1M 0.17% +14K +142.5% $46.15 -1.6%
76 VTEB VANGUARD MUN BD FDS 21,161.0 $1.1M 0.17% +7K +50.2% $50.58 -2.1%
77 CGDV CAPITAL GROUP DIVIDEND VALUE 21,401.0 $1.1M 0.17% +4K +24.6% $49.28 +1.9%
78 CSCO CISCO SYS INC Technology 8,933.0 $1.0M 0.17% +561.0 +6.7% $117.45 -5.5%
79 MRK MERCK & CO INC Healthcare 8,103.0 $1.0M 0.17% +1K +14.9% $128.50 +18.7%
80 MMIT NEW YORK LIFE INVTS ACTIVE E 41,916.0 $1.0M 0.16% +5K +12.9% $24.35 -1.5%
Page 4 of 8  ·  154 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
Financial Services 45.3%
Technology 19.8%
Energy 9.3%
Communication Services 4.9%
Consumer Cyclical 4.9%
Industrials 4.0%
Healthcare 3.5%
Basic Materials 3.4%
Consumer Defensive 2.4%
Utilities 1.9%