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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 12 of 20  ·  399 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 RITM RITHM CAPITAL CORP Real Estate 65,275.0 $612K 0.03% -6K -8.1% $9.37 +8.5%
222 TIP ISHARES TR 5,635.0 $611K 0.03% -15K -72.5% $108.39 -0.7%
223 FCVT FIRST TR EXCHANGE-TRADED FD 11,567.0 $609K 0.03% -207.0 -1.8% $52.62 -5.3%
224 CWB SPDR SERIES TRUST 5,714.0 $605K 0.03% -288.0 -4.8% $105.85 -2.1%
225 FUTY FIDELITY COVINGTON TRUST 10,373.0 $604K 0.03% -2K -12.9% $58.21 -3.9%
226 KBWD INVESCO EXCH TRADED FD TR II 48,112.0 $600K 0.03% -1K -3.0% $12.47 +0.4%
227 FISV FISERV INC Technology 11,772.0 $596K 0.03% -234.0 -1.9% $50.66 +3.5%
228 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 28,768.0 $593K 0.03% -3K -9.2% $20.62 +1.0%
229 AEM AGNICO EAGLE MINES LTD Basic Materials 3,787.0 $586K 0.03% -25.0 -0.7% $154.87 +44.7%
230 NKE NIKE INC Consumer Cyclical 13,490.0 $579K 0.03% -4K -21.2% $42.90 -8.0%
231 DAL DELTA AIR LINES INC Industrials 6,146.0 $575K 0.03% -943.0 -13.3% $93.51 -10.6%
232 APLD APPLIED DIGITAL CORP Technology 16,011.0 $572K 0.03% -3K -14.4% $35.75 -19.3%
233 STZ CONSTELLATION BRANDS INC Consumer Defensive 4,122.0 $566K 0.03% -148.0 -3.5% $137.33 -1.7%
234 EATON VANCE TAX-MANAGED BUY- 37,640.0 $562K 0.03% -5K -11.3% $14.93
235 SHEL SHELL PLC Energy 7,284.0 $558K 0.03% -447.0 -5.8% $76.67 +20.3%
236 MP MP MATERIALS CORP Basic Materials 10,244.0 $558K 0.03% -839.0 -7.6% $54.43 +10.6%
237 TYG TORTOISE ENERGY INFRSTRCTR C Financial Services 13,029.0 $556K 0.03% -74.0 -0.6% $42.65 +1.4%
238 ONEQ FIDELITY COMWLTH TR 5,400.0 $555K 0.03% -333.0 -5.8% $102.72 +0.3%
239 FXH FIRST TR EXCHANGE-TRADED FD 4,467.0 $551K 0.03% -106.0 -2.3% $123.34 +9.7%
240 SYK STRYKER CORPORATION Healthcare 1,750.0 $550K 0.03% -215.0 -10.9% $314.37 +5.2%
Page 12 of 20  ·  399 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%