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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 4 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 INTC INTEL CORP Technology 15,373.0 $2.1M 0.34% +3K +23.2% $139.63 -35.5%
62 BUFR FIRST TR EXCHNG TRADED FD VI 57,241.0 $2.1M 0.33% -465.0 -0.8% $36.53 +2.1%
63 GEV GE VERNOVA INC Utilities 1,778.0 $2.1M 0.33% +168.0 +10.4% $1175.24 -18.6%
64 SMH VANECK ETF TRUST 3,118.0 $2.0M 0.33% +511.0 +19.6% $655.83 -14.5%
65 FXU FIRST TR EXCHANGE-TRADED FD 39,106.0 $1.9M 0.31% +3K +9.3% $49.34 -3.8%
66 IWD ISHARES TR 7,832.0 $1.9M 0.30% +3K +78.5% $242.43 +6.1%
67 SDVY FIRST TR EXCHANGE TRADED FD 42,909.0 $1.9M 0.29% -2K -3.7% $43.14 +1.7%
68 VYMI VANGUARD WHITEHALL FDS 18,668.0 $1.8M 0.29% NEW $98.21 +7.2%
69 MTUM ISHARES TR 5,102.0 $1.7M 0.28% +52.0 +1.0% $342.84 -11.0%
70 LANDBRIDGE COMPANY LLC 21,765.0 $1.7M 0.28% NEW $79.24
71 FQAL FIDELITY COVINGTON TRUST 20,851.0 $1.7M 0.27% +835.0 +4.2% $81.36 +3.9%
72 AVGO BROADCOM INC Technology 4,431.0 $1.7M 0.27% -413.0 -8.5% $378.11 -2.6%
73 COWZ PACER FDS TR 26,717.0 $1.7M 0.27% -14K -33.8% $62.20 +15.8%
74 NUV NUVEEN MUN VALUE FD INC Financial Services 175,587.0 $1.6M 0.26% -4K -2.1% $9.22 -2.7%
75 CEF SPROTT ASSET MANAGEMENT LP Financial Services 39,610.0 $1.6M 0.25% NEW $40.23 +17.4%
76 GRID FIRST TR EXCHANGE-TRADED FD 8,193.0 $1.6M 0.25% +3K +51.9% $191.87 -5.7%
77 VBK VANGUARD INDEX FDS 4,292.0 $1.6M 0.25% +283.0 +7.1% $365.79 -2.0%
78 EFA ISHARES TR 14,898.0 $1.5M 0.25% +2K +13.6% $103.87 +4.2%
79 MOAT VANECK ETF TRUST 14,757.0 $1.5M 0.24% +494.0 +3.5% $103.96 +10.1%
80 IYW ISHARES TR 6,073.0 $1.5M 0.24% -507.0 -7.7% $252.26 -2.0%
Page 4 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%