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Portfolio (Quarterly) Guide ↗

Kovack Advisors, Inc.

· CIK 0001728321
13F Portfolio $2.1B AUM 1,070 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 153 New 389 Added 399 Reduced 94 Exited
Page 13 of 20  ·  389 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CL COLGATE PALMOLIVE CO Consumer Defensive 6,875.0 $636K 0.03% +170.0 +2.5% $92.52 -0.5%
242 MILLROSE PPTYS INC 21,037.0 $631K 0.03% +2K +10.9% $30.00
243 BBAI BIGBEAR AI HLDGS INC Technology 172,800.0 $629K 0.03% +58K +50.6% $3.64 -16.2%
244 DVN DEVON ENERGY CORP NEW Energy 15,383.0 $621K 0.03% +2K +19.4% $40.39 +16.0%
245 EIX EDISON INTL Utilities 8,346.0 $621K 0.03% +376.0 +4.7% $74.37 +0.2%
246 RYLD GLOBAL X FDS 38,839.0 $620K 0.03% +1K +3.9% $15.97 +1.8%
247 CMCSA COMCAST CORP NEW Communication Services 25,981.0 $618K 0.03% +5K +24.9% $23.77 +14.4%
248 CIBR FIRST TR EXCHANGE-TRADED FD 6,725.0 $610K 0.03% +945.0 +16.4% $90.66 +3.3%
249 QGRW WISDOMTREE TR 9,194.0 $606K 0.03% +418.0 +4.8% $65.87 +1.6%
250 VTIP VANGUARD MALVERN FDS 11,730.0 $582K 0.03% +4K +60.7% $49.61 +0.4%
251 EFA ISHARES TR 5,605.0 $579K 0.03% +221.0 +4.1% $103.33 +4.8%
252 FMB FIRST TR EXCH TRADED FD III 11,193.0 $575K 0.03% +5K +80.7% $51.37 -2.4%
253 VLO VALERO ENERGY CORP Energy 2,165.0 $575K 0.03% +708.0 +48.6% $265.42 +31.1%
254 BUFD FIRST TR EXCHNG TRADED FD VI 18,853.0 $560K 0.03% +7K +61.8% $29.71 +1.8%
255 VRP INVESCO EXCH TRADED FD TR II 22,726.0 $553K 0.03% +2K +10.0% $24.34 -0.8%
256 MBB ISHARES TR 5,757.0 $543K 0.03% +1K +29.1% $94.31 -0.8%
257 SPMD SPDR SERIES TRUST 7,909.0 $530K 0.03% +2K +33.5% $67.00 +0.2%
258 TCAF T ROWE PRICE EXCHANGE-TRADED 12,594.0 $520K 0.03% +309.0 +2.5% $41.25 +3.7%
259 APOS APOLLO GLOBAL MGMT INC 4,365.0 $517K 0.03% +882.0 +25.3% $118.42
260 IYZ ISHARES TR 12,342.0 $516K 0.03% +2K +20.2% $41.80 +4.6%
Page 13 of 20  ·  389 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
Technology 40.3%
Financial Services 22.4%
Consumer Cyclical 8.6%
Industrials 5.9%
Healthcare 5.7%
Communication Services 4.6%
Energy 3.6%
Consumer Defensive 3.2%
Basic Materials 2.2%
Utilities 1.9%