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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 54  ·  1,070 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMD ADVANCED MICRO DEVICES INC Technology 23,540.0 $13.2M 0.64% -130.0 -0.6% $561.66 -14.7%
22 QQQM INVESCO EXCH TRADED FD TR II 43,409.0 $13.0M 0.62% +5K +14.0% $298.80 -2.1%
23 VTI VANGUARD INDEX FDS 35,034.0 $12.9M 0.62% -435.0 -1.2% $369.56 +2.3%
24 MU MICRON TECHNOLOGY INC Technology 11,903.0 $12.8M 0.62% -6K -33.5% $1077.20 -13.4%
25 VTV VANGUARD INDEX FDS 58,639.0 $12.8M 0.61% +571.0 +1.0% $217.57 +4.2%
26 RDVY FIRST TR EXCHANGE TRADED FD 154,095.0 $12.4M 0.60% -1K -0.7% $80.67 +2.1%
27 LRCX LAM RESEARCH CORP Technology 27,779.0 $11.7M 0.56% -1K -4.6% $422.33 -25.5%
28 INTC INTEL CORP Technology 88,380.0 $11.7M 0.56% +17K +23.8% $132.42 -33.9%
29 ITOT ISHARES TR 70,549.0 $11.6M 0.56% $164.25 +2.2%
30 LLY ELI LILLY & CO Healthcare 9,377.0 $11.2M 0.54% -87.0 -0.9% $1196.41 +3.1%
31 SCHF SCHWAB STRATEGIC TR 405,350.0 $11.2M 0.54% +21K +5.6% $27.68 +3.3%
32 VUG VANGUARD INDEX FDS 126,623.0 $10.9M 0.52% +106K +520.2% $86.16 +1.4%
33 INTERNATIONAL BANCSHARES COR 138,943.0 $10.7M 0.51% -1K -0.9% $77.02
34 CGDV CAPITAL GROUP DIVIDEND VALUE 216,386.0 $10.6M 0.51% -13K -5.7% $49.21 +1.9%
35 GLD SPDR GOLD TR Financial Services 27,702.0 $10.2M 0.49% -3K -9.0% $369.65 +15.8%
36 DYNF BLACKROCK ETF TRUST 147,859.0 $10.0M 0.48% -3K -1.8% $67.62 +2.1%
37 ADTRAN HOLDINGS INC 696,210.0 $9.5M 0.46% -40K -5.4% $13.64
38 PLTR PALANTIR TECHNOLOGIES INC Technology 78,025.0 $9.4M 0.45% -6K -7.0% $121.07 +42.7%
39 WMT WALMART INC Consumer Defensive 83,774.0 $9.3M 0.45% +2K +2.1% $111.02 -5.1%
40 XOM EXXON MOBIL CORP Energy 67,192.0 $9.2M 0.44% -3K -4.9% $136.47 +17.7%
Page 2 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%