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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 3 of 20  ·  399 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AGG ISHARES TR 53,053.0 $5.2M 0.25% -2K -3.4% $98.53 -0.6%
42 JNJ JOHNSON & JOHNSON Healthcare 20,128.0 $5.1M 0.25% -2K -8.7% $253.99 +7.5%
43 PANW PALO ALTO NETWORKS INC Technology 14,236.0 $5.0M 0.24% -1K -8.8% $348.37 -1.5%
44 FIRST TR EXCH TRADED FD III 66,635.0 $4.9M 0.24% -10K -13.4% $73.80
45 SHOP SHOPIFY INC Technology 41,570.0 $4.8M 0.23% -11K -20.6% $115.50 +33.4%
46 WDC WESTERN DIGITAL CORP Technology 7,599.0 $4.6M 0.22% -4K -36.9% $611.60 -27.4%
47 XLE SELECT SECTOR SPDR TR 86,373.0 $4.6M 0.22% -24K -21.9% $52.85 +18.5%
48 VXUS VANGUARD STAR FDS 50,516.0 $4.3M 0.21% -3K -4.8% $85.24 +3.1%
49 BIL SPDR SERIES TRUST 46,934.0 $4.3M 0.21% -769.0 -1.6% $91.61 +0.0%
50 IVW ISHARES TR 31,029.0 $4.3M 0.20% -344.0 -1.1% $137.18 +1.0%
51 VSH VISHAY INTERTECHNOLOGY INC Technology 80,785.0 $4.1M 0.20% -43K -34.9% $51.21 -39.6%
52 QUAL ISHARES TR 17,872.0 $3.9M 0.19% -41K -69.6% $219.38 +2.0%
53 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 4,189.0 $3.9M 0.19% -433.0 -9.4% $926.60 -11.7%
54 ASML ASML HLDG NV Technology 1,936.0 $3.7M 0.18% -46.0 -2.3% $1931.74 -9.8%
55 MRK MERCK & CO INC Healthcare 29,013.0 $3.7M 0.18% -9K -23.2% $127.51 +21.5%
56 JEPI J P MORGAN EXCHANGE TRADED F 64,701.0 $3.6M 0.17% -1K -1.8% $56.16 +3.5%
57 XLV SELECT SECTOR SPDR TR 22,216.0 $3.5M 0.17% -2K -7.3% $159.37 +10.1%
58 FLTR VANECK ETF TRUST 131,723.0 $3.4M 0.16% -1K -0.8% $25.53 +0.2%
59 VYM VANGUARD WHITEHALL FDS 20,765.0 $3.3M 0.16% -393.0 -1.9% $158.22 +4.2%
60 T AT&T INC Communication Services 158,518.0 $3.3M 0.16% -10K -5.9% $20.55 +25.1%
Page 3 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%