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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 5 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TXN TEXAS INSTRS INC Technology 1,053.0 $314K 0.05% NEW $298.19 -11.3%
82 CF CF INDUSTRIES HOLD Basic Materials 2,832.0 $307K 0.05% NEW $108.25 +19.8%
83 PPA INVESCO EXCHANGE TRADED FD T 1,727.0 $305K 0.05% NEW $176.80 -1.8%
84 JUNM FIRST TR EXCHNG TRADED FD VI 8,690.0 $305K 0.05% NEW $35.09 +0.9%
85 DIVO AMPLIFY ETF TR 6,571.0 $300K 0.05% NEW $45.70 +6.3%
86 SMCI SUPER MICRO COMPUTER INC Technology 9,859.0 $289K 0.05% NEW $29.33 +27.0%
87 TRC TEJON RANCH CO Industrials 15,459.0 $289K 0.05% NEW $18.70 -12.1%
88 SII SPROTT INC Financial Services 2,564.0 $288K 0.05% NEW $112.37 +17.8%
89 GSLC GOLDMAN SACHS ETF TR 2,013.0 $286K 0.05% NEW $141.90 +3.0%
90 PH PARKER-HANNIFIN CORP Industrials 286.0 $280K 0.04% NEW $979.69 +2.3%
91 XMMO INVESCO EXCHANGE TRADED FD T 1,627.0 $277K 0.04% NEW $170.29 -7.8%
92 DG DOLLAR GEN CORP Consumer Defensive 2,401.0 $276K 0.04% NEW $115.13 +7.2%
93 PANW PALO ALTO NETWORKS INC Technology 806.0 $275K 0.04% NEW $341.02 +4.9%
94 BLCR BLACKROCK ETF TRUST 5,409.0 $273K 0.04% NEW $50.39 -2.5%
95 IXJ ISHARES TR 2,770.0 $273K 0.04% NEW $98.39 +8.6%
96 IYR ISHARES TR 2,628.0 $269K 0.04% NEW $102.26 +2.4%
97 MA MASTERCARD INCORPORATED Financial Services 509.0 $262K 0.04% NEW $514.35 +12.9%
98 VXF VANGUARD INDEX FDS 1,048.0 $258K 0.04% NEW $246.28 -0.3%
99 SPACE EXPLORATION TECHN CORP 1,489.0 $254K 0.04% NEW $170.74
100 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 2,644.0 $254K 0.04% NEW $96.12 -50.3%
Page 5 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%