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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 8 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PEP PEPSICO INC Consumer Defensive 2,265.0 $307K 0.05% +631.0 +38.6% $135.38 +6.0%
142 BIV VANGUARD BD INDEX FDS 3,993.0 $306K 0.05% +47.0 +1.2% $76.70 -1.7%
143 ROKU ROKU INC Communication Services 2,170.0 $300K 0.05% +185.0 +9.3% $138.14 +14.0%
144 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 734.0 $284K 0.04% +146.0 +24.8% $387.19 +3.4%
145 SOFI SOFI TECHNOLOGIES INC Financial Services 14,475.0 $260K 0.04% +3K +22.7% $17.93 +5.5%
146 RSG REPUBLIC SVCS INC Industrials 1,118.0 $238K 0.04% +8.0 +0.7% $213.00 +3.6%
147 IWB ISHARES TR 572.0 $234K 0.04% +25.0 +4.6% $409.67 +2.4%
148 SPTL SPDR SERIES TRUST 8,649.0 $227K 0.04% +300.0 +3.6% $26.23 -4.4%
149 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,405.0 $221K 0.04% +80.0 +3.4% $92.09 -3.2%
150 XLG INVESCO EXCHANGE TRADED FD T 3,454.0 $212K 0.03% +69.0 +2.0% $61.26 +1.3%
151 NOC NORTHROP GRUMMAN CORP Industrials 410.0 $208K 0.03% +44.0 +12.0% $508.07 +8.5%
152 USHY ISHARES TR 5,604.0 $207K 0.03% +122.0 +2.2% $37.02 -0.5%
153 CTAS CINTAS CORP Industrials 1,179.0 $201K 0.03% +81.0 +7.4% $170.21 +19.7%
154 ALT ALTIMMUNE INC Healthcare 15,600.0 $47K 0.01% +500.0 +3.3% $3.04 +2.3%
Page 8 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%