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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 2 of 20  ·  389 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMAT APPLIED MATLS INC Technology 11,284.0 $7.9M 0.38% +399.0 +3.7% $701.39 -31.7%
22 GEV GE VERNOVA INC Utilities 6,837.0 $7.9M 0.38% +661.0 +10.7% $1148.58 -18.2%
23 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 7,813.0 $7.3M 0.35% +39.0 +0.5% $931.34 +3.5%
24 NOW SERVICENOW INC Technology 70,766.0 $7.1M 0.34% +23K +47.3% $100.60 +26.2%
25 GS GOLDMAN SACHS GROUP INC Financial Services 6,755.0 $6.9M 0.33% +408.0 +6.4% $1015.12 +3.8%
26 SMH VANECK ETF TRUST 10,267.0 $6.5M 0.31% +389.0 +3.9% $634.99 -12.7%
27 SILJ AMPLIFY ETF TR 250,504.0 $6.5M 0.31% +241K +2430.3% $25.91 +25.2%
28 SCHD SCHWAB STRATEGIC TR 200,385.0 $6.4M 0.31% +35K +21.4% $31.77 +10.4%
29 ORCL ORACLE CORP Technology 43,257.0 $6.3M 0.30% +5K +14.0% $145.00 -0.1%
30 IJR ISHARES TR 42,230.0 $6.3M 0.30% +8K +25.1% $148.19 -1.2%
31 VGT VANGUARD WORLD FD 50,821.0 $6.0M 0.29% +45K +717.9% $117.43 -0.1%
32 UIS UNISYS CORP Technology 1,577,986.0 $5.8M 0.28% +180K +12.9% $3.69 -28.5%
33 IEMG ISHARES INC 70,881.0 $5.8M 0.28% +46K +183.7% $81.15 +0.7%
34 BAI BLACKROCK ETF TRUST 111,497.0 $5.6M 0.27% +99K +806.0% $49.91 -12.5%
35 VRT VERTIV HOLDINGS CO Industrials 16,572.0 $5.3M 0.26% +1K +8.5% $321.95 -19.8%
36 SNDK SANDISK CORP Technology 2,480.0 $5.3M 0.26% +432.0 +21.1% $2135.53 -30.2%
37 SOXX ISHARES TR 8,291.0 $5.1M 0.24% +709.0 +9.3% $614.21 -16.4%
38 FTSL FIRST TR EXCHANGE-TRADED FD 111,551.0 $5.0M 0.24% +8K +7.3% $44.77 +0.1%
39 GE GE AEROSPACE Industrials 13,304.0 $5.0M 0.24% +102.0 +0.8% $374.38 -7.3%
40 FTCB FIRST TR EXCHANGE-TRADED FD 236,866.0 $4.9M 0.24% +24K +11.3% $20.82 -1.1%
Page 2 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%