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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 11 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CMI CUMMINS INC Industrials 805.0 $575K 0.09% -496.0 -38.1% $713.91 -17.7%
202 PWB INVESCO EXCHANGE TRADED FD T 3,407.0 $574K 0.09% +2K +91.2% $168.46 -7.4%
203 PNC PNC FINL SVCS GROUP INC Financial Services 2,328.0 $573K 0.09% +410.0 +21.4% $246.14 -1.2%
204 TRFM ETF SER SOLUTIONS 8,855.0 $559K 0.09% NEW $63.17 -4.9%
205 BBUS J P MORGAN EXCHANGE TRADED F 4,138.0 $558K 0.09% NEW $134.73 +2.5%
206 EMLP FIRST TR EXCHANGE-TRADED FD 12,656.0 $551K 0.09% -1K -8.0% $43.50 +0.5%
207 IWR ISHARES TR 4,958.0 $547K 0.09% -722.0 -12.7% $110.34 +2.8%
208 SLB SLB LIMITED Energy 11,709.0 $544K 0.09% NEW $46.49 +15.9%
209 VV VANGUARD INDEX FDS 1,579.0 $543K 0.09% NEW $343.85 +2.5%
210 NFLX NETFLIX INC. Communication Services 7,579.0 $541K 0.09% +2K +41.7% $71.40 +11.5%
211 CORP PIMCO ETF TR 5,522.0 $535K 0.09% NEW $96.90 -2.1%
212 BA BOEING CO Industrials 2,467.0 $534K 0.09% +628.0 +34.1% $216.42 -1.0%
213 VIG VANGUARD SPECIALIZED FUNDS 2,246.0 $531K 0.09% +182.0 +8.8% $236.49 +3.1%
214 JPIE J P MORGAN EXCHANGE TRADED F 11,525.0 $531K 0.09% +3K +30.5% $46.05 -0.4%
215 KMI KINDER MORGAN INC DEL Energy 16,521.0 $528K 0.08% +2K +10.3% $31.97 -3.1%
216 IWL ISHARES TR 2,826.0 $523K 0.08% -2K -40.5% $185.06 +2.3%
217 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 11,488.0 $523K 0.08% NEW $45.52 +31.0%
218 BINC BLACKROCK ETF TRUST II 9,970.0 $522K 0.08% -371.0 -3.6% $52.36 -0.7%
219 FANG DIAMONDBACK ENERGY INC Energy 2,928.0 $515K 0.08% NEW $175.79 +19.9%
220 SPEM SPDR INDEX SHS FDS 9,537.0 $494K 0.08% NEW $51.78 +1.2%
Page 11 of 19  ·  380 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%