BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 3 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,890 $359K 0.02% SOLD
42 SLVO UBS AG Financial Services 1,536 $350K 0.02% SOLD
43 EOG EOG RES INC Energy 2,390 $341K 0.02% SOLD
44 TOUS T ROWE PRICE ETF INC 9,675 $341K 0.02% SOLD
45 HUBB HUBBELL INC Industrials 672 $330K 0.02% SOLD
46 EWW ISHARES INC 5,780 $302K 0.02% SOLD
47 LNG CHENIERE ENERGY INC Energy 1,198 $299K 0.02% SOLD
48 VOX VANGUARD WORLD FD 1,644 $298K 0.02% SOLD
49 NMT NUVEEN MASS QUALITY MUN INC Financial Services 24,210 $298K 0.02% SOLD
50 ALLIED GOLD CORP 9,557 $297K 0.02% SOLD
51 INDA ISHARES TR 6,200 $290K 0.01% SOLD
52 FIRST TR EXCHNG TRADED FD VI 12,125 $289K 0.01% SOLD
53 LITE LUMENTUM HLDGS INC Technology 311 $288K 0.01% SOLD
54 PAGP PLAINS GP HLDGS L P Energy 11,868 $287K 0.01% SOLD
55 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 3,537 $287K 0.01% SOLD
56 TPL TEXAS PACIFIC LAND CORPORATI Energy 567 $270K 0.01% SOLD
57 XOP SPDR SERIES TRUST 1,449 $260K 0.01% SOLD
58 CRCL CIRCLE INTERNET GROUP INC Financial Services 2,742 $257K 0.01% SOLD
59 AOM ISHARES TR 5,296 $251K 0.01% SOLD
60 ECPG ENCORE CAP GROUP INC Financial Services 3,540 $249K 0.01% SOLD
Page 3 of 5  ·  94 positions
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%