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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 5 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 WDAY WORKDAY INC Technology 1,563 $202K 0.01% SOLD
82 MCI BARINGS CORPORATE INVS Financial Services 11,120 $198K 0.01% SOLD
83 ASYS AMTECH SYS INC Technology 12,100 $145K 0.01% SOLD
84 MUA BLACKROCK MUNIASSETS FD INC Financial Services 12,386 $132K 0.01% SOLD
85 IFN ABERDEEN INDIA FD INC Financial Services 10,640 $120K 0.01% SOLD
86 CCIF CARLYLE CREDIT INCOME FUND Financial Services 29,970 $96K 0.01% SOLD
87 XXI TWENTY ONE CAP INC Financial Services 11,145 $70K 0.00% SOLD
88 WRN WESTERN COPPER & GOLD CORP Basic Materials 25,336 $64K 0.00% SOLD
89 SJT SAN JUAN BASIN RTY TR Energy 10,500 $49K 0.00% SOLD
90 CIF MFS INTER HIGH INCOME FD Financial Services 20,073 $33K 0.00% SOLD
91 FEMY FEMASYS INC Healthcare 70,000 $29K 0.00% SOLD
92 NNOX NANO X IMAGING LTD Healthcare 12,800 $29K 0.00% SOLD
93 AISP AIRSHIP AI HLDGS INC Technology 12,800 $29K 0.00% SOLD
94 CYCLERION THERAPEUTICS INC 10,000 $16K 0.00% SOLD
Page 5 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%