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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 54  ·  1,070 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DDOG DATADOG INC Technology 7,185.0 $1.9M 0.09% -2K -22.5% $264.46 -13.2%
222 FPE FIRST TR EXCH TRADED FD III 105,567.0 $1.9M 0.09% -2K -2.2% $17.90 -1.1%
223 ANNALY CAPITAL MANAGEMENT IN 84,302.0 $1.9M 0.09% -5K -5.7% $22.27
224 NEAR ISHARES U S ETF TR 37,089.0 $1.9M 0.09% -7K -15.1% $50.59 +0.0%
225 RTX RTX CORPORATION Industrials 9,800.0 $1.9M 0.09% -9K -49.2% $190.90 +11.2%
226 GDX VANECK ETF TRUST 24,876.0 $1.9M 0.09% +6K +31.8% $75.14 +36.7%
227 IWF ISHARES TR 15,091.0 $1.9M 0.09% +12K +322.7% $123.66 -1.6%
228 FESM FIDELITY COVINGTON TRUST 38,440.0 $1.8M 0.09% +391.0 +1.0% $48.12 -0.7%
229 GMAY FIRST TR EXCHNG TRADED FD VI 42,620.0 $1.8M 0.09% +275.0 +0.7% $43.01 +1.9%
230 XLP SELECT SECTOR SPDR TR 21,895.0 $1.8M 0.09% +8K +62.8% $83.25 +3.8%
231 XLY SELECT SECTOR SPDR TR 15,363.0 $1.8M 0.09% -416.0 -2.6% $117.97 -0.6%
232 DIS DISNEY WALT CO Communication Services 18,777.0 $1.8M 0.09% -345.0 -1.8% $95.86 +15.1%
233 HFSI HARTFORD FDS EXCHANGE TRADED 51,047.0 $1.8M 0.09% +2K +3.4% $35.11 -0.1%
234 DE DEERE & CO Industrials 2,828.0 $1.8M 0.09% -94.0 -3.2% $630.82 +0.5%
235 TRGP TARGA RES CORP Energy 6,650.0 $1.8M 0.09% $268.16 +9.3%
236 AMLP ALPS ETF TR 34,247.0 $1.8M 0.09% +2K +6.1% $51.73 +6.8%
237 PEP PEPSICO INC Consumer Defensive 12,567.0 $1.8M 0.09% +181.0 +1.5% $140.03 +1.5%
238 CLM CORNERSTONE STRATEGIC INVEST Financial Services 233,414.0 $1.8M 0.09% +89K +61.8% $7.54 -11.4%
239 ABT ABBOTT LABORATORIES Healthcare 19,170.0 $1.8M 0.08% -1K -5.0% $91.36 +25.5%
240 DAPR FIRST TR EXCHNG TRADED FD VI 42,771.0 $1.7M 0.08% +23K +113.3% $40.87 +1.7%
Page 12 of 54  ·  1,070 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%