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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 6 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 UNH UNITEDHEALTH GROUP INC Healthcare 1,709.0 $710K 0.11% +988.0 +137.0% $415.66 -6.1%
102 GDX VANECK ETF TRUST 9,111.0 $688K 0.11% +4K +72.2% $75.46 +36.3%
103 XYLD GLOBAL X FDS 16,787.0 $685K 0.11% +1K +8.5% $40.79 +2.1%
104 PULS PGIM ETF TR 13,719.0 $680K 0.11% +1K +8.4% $49.55 +0.2%
105 LMT LOCKHEED MARTIN CORP Industrials 1,332.0 $678K 0.11% +186.0 +16.2% $509.27 +10.7%
106 PM PHILIP MORRIS INTL INC Consumer Defensive 3,717.0 $672K 0.11% +828.0 +28.7% $180.91 +4.0%
107 HYG ISHARES TR 7,718.0 $617K 0.10% +633.0 +8.9% $79.96 -0.4%
108 PLTR PALANTIR TECHNOLOGIES INC Technology 5,286.0 $617K 0.10% +2K +78.6% $116.67 +54.2%
109 SPSM SPDR SERIES TRUST 10,372.0 $598K 0.10% +4K +68.4% $57.67 -0.7%
110 IEMG ISHARES INC 7,165.0 $594K 0.10% +2K +47.5% $82.84 -1.5%
111 PWB INVESCO EXCHANGE TRADED FD T 3,407.0 $574K 0.09% +2K +91.2% $168.46 -7.4%
112 PNC PNC FINL SVCS GROUP INC Financial Services 2,328.0 $573K 0.09% +410.0 +21.4% $246.14 -1.2%
113 NFLX NETFLIX INC. Communication Services 7,579.0 $541K 0.09% +2K +41.7% $71.40 +11.5%
114 BA BOEING CO Industrials 2,467.0 $534K 0.09% +628.0 +34.1% $216.42 -1.0%
115 VIG VANGUARD SPECIALIZED FUNDS 2,246.0 $531K 0.09% +182.0 +8.8% $236.49 +3.1%
116 JPIE J P MORGAN EXCHANGE TRADED F 11,525.0 $531K 0.09% +3K +30.5% $46.05 -0.4%
117 KMI KINDER MORGAN INC DEL Energy 16,521.0 $528K 0.08% +2K +10.3% $31.97 -3.1%
118 FFLG FIDELITY COVINGTON TRUST 14,142.0 $490K 0.08% +943.0 +7.1% $34.68 -4.8%
119 FEGE RBB FUND TRUST 9,988.0 $489K 0.08% +719.0 +7.8% $48.91 +8.7%
120 GJUN FIRST TR EXCHNG TRADED FD VI 11,737.0 $483K 0.08% +6K +120.4% $41.19 +1.6%
Page 6 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%