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Portfolio (Quarterly) Guide ↗

PKS Advisory Services, LLC

· CIK 0001605401
13F Portfolio $438M AUM 255 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 21 New 81 Added 123 Reduced 11 Exited
Page 8 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SYK STRYKER CORPORATION Healthcare 1,685.0 $592K 0.14% $351.54 -10.0%
142 HYG ISHARES TR 7,085.0 $571K 0.13% +93.0 +1.3% $80.63 -0.9%
143 VTV VANGUARD INDEX FDS 2,960.0 $565K 0.13% -2K -42.8% $191.00 +10.4%
144 DYNF BLACKROCK ETF TRUST 9,232.0 $561K 0.13% $60.81 +9.6%
145 TDY TELEDYNE TECHNOLOGIES INC Technology 1,092.0 $558K 0.13% $510.73 +21.5%
146 AMGN AMGEN INC Healthcare 1,693.0 $554K 0.13% -14.0 -0.8% $327.34 +3.7%
147 LMT LOCKHEED MARTIN CORP Industrials 1,146.0 $554K 0.13% +147.0 +14.7% $483.52 +10.3%
148 ETN EATON CORP PLC Industrials 1,738.0 $553K 0.13% $318.43 +22.9%
149 IWR ISHARES TR 5,680.0 $547K 0.12% +129.0 +2.3% $96.27 +10.0%
150 BINC BLACKROCK ETF TRUST II 10,341.0 $546K 0.12% +3K +50.5% $52.77 -1.1%
151 MO ALTRIA GROUP INC Consumer Defensive 9,418.0 $543K 0.12% -665.0 -6.6% $57.66 +28.2%
152 TM TOYOTA MOTOR CORP Consumer Cyclical 2,480.0 $531K 0.12% +675.0 +37.4% $214.06 -11.7%
153 PLTR PALANTIR TECHNOLOGIES INC Technology 2,959.0 $526K 0.12% -567.0 -16.1% $177.74 -23.0%
154 EMLP FIRST TR EXCHANGE-TRADED FD 13,754.0 $521K 0.12% -384.0 -2.7% $37.87 +17.7%
155 GS GOLDMAN SACHS GROUP INC Financial Services 590.0 $519K 0.12% +40.0 +7.3% $879.17 +13.4%
156 NFLX NETFLIX INC Communication Services 5,348.0 $501K 0.11% +5K +952.8% $93.76 -5.5%
157 EXI ISHARES TR 2,800.0 $491K 0.11% $175.34 +10.1%
158 AFL AFLAC INC Financial Services 4,402.0 $485K 0.11% -116.0 -2.6% $110.27 +6.9%
159 JNJ JOHNSON & JOHNSON Healthcare 2,260.0 $468K 0.11% -50.0 -2.2% $206.94 +13.2%
160 T AT&T INC Communication Services 18,785.0 $467K 0.11% -8K -29.1% $24.84 +1.7%
Page 8 of 13  ·  255 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 51.1%
Technology 21.5%
Communication Services 7.7%
Consumer Cyclical 6.0%
Healthcare 4.0%
Industrials 4.0%
Consumer Defensive 2.1%
Energy 2.0%
Utilities 1.4%
Real Estate 0.2%