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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 15 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CF CF INDUSTRIES HOLD Basic Materials 2,832.0 $307K 0.05% NEW $108.25 +19.8%
282 BIV VANGUARD BD INDEX FDS 3,993.0 $306K 0.05% +47.0 +1.2% $76.70 -1.7%
283 PPA INVESCO EXCHANGE TRADED FD T 1,727.0 $305K 0.05% NEW $176.80 -1.8%
284 JUNM FIRST TR EXCHNG TRADED FD VI 8,690.0 $305K 0.05% NEW $35.09 +0.9%
285 CARR CARRIER GLOBAL CORPORATION Industrials 4,144.0 $304K 0.05% -879.0 -17.5% $73.34 -17.7%
286 CAH CARDINAL HEALTH INC Healthcare 1,267.0 $301K 0.05% -26.0 -2.0% $237.76 -3.5%
287 DIVO AMPLIFY ETF TR 6,571.0 $300K 0.05% NEW $45.70 +6.3%
288 ROKU ROKU INC Communication Services 2,170.0 $300K 0.05% +185.0 +9.3% $138.14 +14.0%
289 RVT ROYCE SMALL CAP TRUST INC Financial Services 16,000.0 $296K 0.05% -5K -23.2% $18.47 +1.3%
290 TM TOYOTA MOTOR CORP Consumer Cyclical 1,736.0 $292K 0.05% -744.0 -30.0% $168.47 +17.1%
291 FIDU FIDELITY COVINGTON TRUST 2,911.0 $290K 0.05% -2K -41.6% $99.62 -4.0%
292 SMCI SUPER MICRO COMPUTER INC Technology 9,859.0 $289K 0.05% NEW $29.33 +27.0%
293 TRC TEJON RANCH CO Industrials 15,459.0 $289K 0.05% NEW $18.70 -12.1%
294 SII SPROTT INC Financial Services 2,564.0 $288K 0.05% NEW $112.37 +17.8%
295 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 7,230.0 $286K 0.05% $39.57 +15.0%
296 GSLC GOLDMAN SACHS ETF TR 2,013.0 $286K 0.05% NEW $141.90 +3.0%
297 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 734.0 $284K 0.04% +146.0 +24.8% $387.19 +3.4%
298 PH PARKER-HANNIFIN CORP Industrials 286.0 $280K 0.04% NEW $979.69 +2.3%
299 XMMO INVESCO EXCHANGE TRADED FD T 1,627.0 $277K 0.04% NEW $170.29 -7.8%
300 DG DOLLAR GEN CORP Consumer Defensive 2,401.0 $276K 0.04% NEW $115.13 +7.2%
Page 15 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%