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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 3 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CCJ CAMECO CORP Energy 6,398.0 $652K 0.10% NEW $101.87 +0.6%
42 WBI WATERBRIDGE INFRASTRUCTURE L Energy 18,728.0 $642K 0.10% NEW $34.27 -7.5%
43 PPLT ABRDN PLATINUM ETF TRUST Financial Services 44,467.0 $628K 0.10% NEW $14.13 +20.5%
44 CME CME GROUP INC Financial Services 2,820.0 $623K 0.10% NEW $220.80 +24.5%
45 TRFM ETF SER SOLUTIONS 8,855.0 $559K 0.09% NEW $63.17 -4.9%
46 BBUS J P MORGAN EXCHANGE TRADED F 4,138.0 $558K 0.09% NEW $134.73 +2.5%
47 SLB SLB LIMITED Energy 11,709.0 $544K 0.09% NEW $46.49 +15.9%
48 VV VANGUARD INDEX FDS 1,579.0 $543K 0.09% NEW $343.85 +2.5%
49 CORP PIMCO ETF TR 5,522.0 $535K 0.09% NEW $96.90 -2.1%
50 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 11,488.0 $523K 0.08% NEW $45.52 +31.0%
51 FANG DIAMONDBACK ENERGY INC Energy 2,928.0 $515K 0.08% NEW $175.79 +19.9%
52 SPEM SPDR INDEX SHS FDS 9,537.0 $494K 0.08% NEW $51.78 +1.2%
53 B BARRICK MNG CORP Basic Materials 13,069.0 $480K 0.08% NEW $36.73 +29.6%
54 JOE ST JOE CO Real Estate 7,592.0 $475K 0.08% NEW $62.63 +10.0%
55 AXP AMERICAN EXPRESS CO Financial Services 1,399.0 $473K 0.08% NEW $338.35 -0.7%
56 RIO RIO TINTO PLC Basic Materials 4,829.0 $458K 0.07% NEW $94.93 +10.9%
57 PXF INVESCO EXCH TRADED FD TR II 6,057.0 $458K 0.07% NEW $75.64 +5.5%
58 BIL SPDR SERIES TRUST 4,966.0 $455K 0.07% NEW $91.65 -0.1%
59 CRWV COREWEAVE INC Technology 4,461.0 $444K 0.07% NEW $99.54 -11.7%
60 AMAT APPLIED MATLS INC Technology 608.0 $439K 0.07% NEW $722.64 -31.9%
Page 3 of 8  ·  144 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%