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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 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IJK ISHARES TR 13,029.0 $1.5M 0.24% +2K +21.2% $117.50 -1.7%
82 STIP ISHARES TR 14,978.0 $1.5M 0.24% NEW $102.16 -1.2%
83 JEPQ J P MORGAN EXCHANGE TRADED F 24,874.0 $1.5M 0.24% +3K +13.1% $61.46 -2.6%
84 AFMC FIRST TR EXCHNG TRADED FD VI 37,269.0 $1.5M 0.24% +1K +2.9% $40.98 +0.6%
85 TSLA TESLA INC Consumer Cyclical 3,622.0 $1.5M 0.24% +1K +56.3% $420.65 -13.7%
86 VOO VANGUARD INDEX FDS 2,215.0 $1.5M 0.24% +502.0 +29.3% $687.62 +2.3%
87 IDV ISHARES TR 35,870.0 $1.5M 0.24% +7K +25.0% $41.43 +8.8%
88 NEM NEWMONT CORP Basic Materials 15,839.0 $1.5M 0.24% NEW $93.40 +40.9%
89 JEPI J P MORGAN EXCHANGE TRADED F 26,136.0 $1.5M 0.24% +2K +7.4% $56.48 +2.5%
90 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 48,777.0 $1.5M 0.23% NEW $30.17 +16.0%
91 IEI ISHARES TR 12,431.0 $1.5M 0.23% +3K +28.5% $117.48 -0.9%
92 V VISA INC Financial Services 4,194.0 $1.4M 0.23% +1K +34.2% $342.96 +8.2%
93 FTCB FIRST TR EXCHANGE-TRADED FD 68,838.0 $1.4M 0.23% -9K -11.8% $20.86 -1.8%
94 IGIB ISHARES TR 26,542.0 $1.4M 0.23% +2K +8.3% $53.17 -1.9%
95 WMT WALMART INC Consumer Defensive 12,375.0 $1.4M 0.22% +6K +87.8% $113.28 -8.5%
96 MCD MCDONALDS CORP Consumer Cyclical 5,128.0 $1.4M 0.22% +1K +29.1% $270.29 +0.2%
97 BND VANGUARD BD INDEX FDS 18,592.0 $1.4M 0.22% +2K +14.4% $73.42 -1.6%
98 CAT CATERPILLAR INC Industrials 1,278.0 $1.4M 0.22% +761.0 +147.2% $1065.28 -22.3%
99 GE GE AEROSPACE Industrials 3,595.0 $1.3M 0.21% +392.0 +12.2% $373.92 -6.8%
100 IBIT ISHARES BITCOIN TRUST ETF Financial Services 39,503.0 $1.3M 0.21% NEW $33.29 +31.2%
Page 5 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%