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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 9 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ILF ISHARES TR 23,402.0 $790K 0.13% NEW $33.75 +2.8%
162 CVX CHEVRON CORPORATION Energy 4,739.0 $786K 0.12% +3K +123.8% $165.85 +23.8%
163 MO ALTRIA GROUP INC Consumer Defensive 10,856.0 $781K 0.12% +1K +15.3% $71.94 -8.1%
164 BX BLACKSTONE INC Financial Services 6,615.0 $779K 0.12% -5K -43.2% $117.69 +21.8%
165 JPIB J P MORGAN EXCHANGE TRADED F 15,909.0 $769K 0.12% +492.0 +3.2% $48.35 -1.0%
166 DIS DISNEY WALT CO Communication Services 7,776.0 $749K 0.12% $96.26 +11.9%
167 SPDW SPDR INDEX SHS FDS 14,821.0 $747K 0.12% NEW $50.39 +3.2%
168 USMV ISHARES TR 7,710.0 $744K 0.12% -453.0 -5.5% $96.45 +5.0%
169 TDY TELEDYNE TECHNOLOGIES INC Technology 1,108.0 $739K 0.12% +16.0 +1.5% $666.90 -4.6%
170 JNJ JOHNSON & JOHNSON Healthcare 2,908.0 $738K 0.12% +648.0 +28.7% $253.92 +6.4%
171 BUFP PGIM ROCK ETF TR 22,875.0 $733K 0.12% +1K +5.8% $32.05 +2.0%
172 VUG VANGUARD INDEX FDS 8,405.0 $724K 0.12% +7K +452.6% $86.14 +1.6%
173 RSPT INVESCO EXCHANGE TRADED FD T 11,200.0 $723K 0.12% +2K +21.4% $64.52 -0.8%
174 RYN RAYONIER INC Real Estate 33,782.0 $719K 0.12% NEW $21.28 -0.4%
175 UNH UNITEDHEALTH GROUP INC Healthcare 1,709.0 $710K 0.11% +988.0 +137.0% $415.66 -6.1%
176 SPSB SPDR SERIES TRUST 23,670.0 $710K 0.11% -3K -11.0% $30.01 -0.2%
177 XLSR SSGA ACTIVE TR 10,944.0 $710K 0.11% NEW $64.86 +2.0%
178 ISHARES TR 14,304.0 $709K 0.11% -1K -7.3% $49.55
179 GDX VANECK ETF TRUST 9,111.0 $688K 0.11% +4K +72.2% $75.46 +36.3%
180 XYLD GLOBAL X FDS 16,787.0 $685K 0.11% +1K +8.5% $40.79 +2.1%
Page 9 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%