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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  ·  399 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GLD SPDR GOLD TR Financial Services 27,702.0 $10.2M 0.49% -3K -9.0% $369.65 +15.2%
22 DYNF BLACKROCK ETF TRUST 147,859.0 $10.0M 0.48% -3K -1.8% $67.62 +2.1%
23 ADTRAN HOLDINGS INC 696,210.0 $9.5M 0.46% -40K -5.4% $13.64
24 PLTR PALANTIR TECHNOLOGIES INC Technology 78,025.0 $9.4M 0.45% -6K -7.0% $121.07 +43.9%
25 XOM EXXON MOBIL CORP Energy 67,192.0 $9.2M 0.44% -3K -4.9% $136.47 +18.9%
26 PULS PGIM ETF TR 172,044.0 $8.5M 0.41% -34K -16.6% $49.55 +0.3%
27 HD HOME DEPOT INC Consumer Cyclical 23,997.0 $8.5M 0.41% -272.0 -1.1% $352.14 -4.3%
28 JPM JPMORGAN CHASE & CO Financial Services 24,034.0 $8.0M 0.38% -1K -4.9% $331.60 +7.3%
29 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 16,976.0 $7.8M 0.37% -3K -15.6% $456.73 -9.0%
30 VEU VANGUARD INTL EQUITY INDEX F 90,457.0 $7.5M 0.36% -51K -36.0% $82.82 +3.7%
31 FTSM FIRST TR EXCHANGE-TRADED FD 122,751.0 $7.3M 0.35% -41K -25.3% $59.74 +0.3%
32 CRWD CROWDSTRIKE HLDGS INC Technology 8,921.0 $6.9M 0.33% -3K -27.6% $192.00 -2.8%
33 PPA INVESCO EXCHANGE TRADED FD T 37,600.0 $6.6M 0.32% -5K -11.8% $176.77 -3.4%
34 XLF SELECT SECTOR SPDR TR 120,299.0 $6.5M 0.31% -8K -6.1% $54.31 +7.2%
35 HEQT SIMPLIFY EXCHANGE TRADED FUN 189,631.0 $6.4M 0.31% -42K -18.1% $33.54 +2.3%
36 ABBV ABBVIE INC Healthcare 22,380.0 $5.6M 0.27% -7K -24.9% $251.28 +6.0%
37 COWZ PACER FDS TR 90,239.0 $5.6M 0.27% -9K -8.7% $62.25 +15.6%
38 CSCO CISCO SYS INC Technology 47,273.0 $5.5M 0.27% -4K -8.5% $117.30 -5.2%
39 IWY ISHARES TR 18,877.0 $5.5M 0.26% -19K -50.1% $290.64 -2.0%
40 SLV ISHARES SILVER TR Financial Services 102,275.0 $5.5M 0.26% -7K -6.1% $53.55 +15.9%
Page 2 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%