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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 54  ·  1,070 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JAAA JANUS DETROIT STR TR 179,498.0 $9.1M 0.44% +67K +59.3% $50.50 +0.3%
42 FDVV FIDELITY COVINGTON TRUST 147,703.0 $9.0M 0.43% +4K +2.9% $60.68 +4.2%
43 DIA STATE STR SPDR DOW JONES IND Financial Services 16,483.0 $8.6M 0.41% +655.0 +4.1% $522.42 +2.4%
44 CAT CATERPILLAR INC Industrials 8,311.0 $8.5M 0.41% +634.0 +8.3% $1026.02 -20.9%
45 PULS PGIM ETF TR 172,044.0 $8.5M 0.41% -34K -16.6% $49.55 +0.3%
46 HD HOME DEPOT INC Consumer Cyclical 23,997.0 $8.5M 0.41% -272.0 -1.1% $352.14 -4.2%
47 NEBIUS GROUP N.V. 29,949.0 $8.2M 0.39% +935.0 +3.2% $272.43
48 VEA VANGUARD TAX-MANAGED FDS 114,179.0 $8.1M 0.39% +6K +5.3% $70.66 +4.4%
49 JPM JPMORGAN CHASE & CO Financial Services 24,034.0 $8.0M 0.38% -1K -4.9% $331.60 +7.6%
50 AMAT APPLIED MATLS INC Technology 11,284.0 $7.9M 0.38% +399.0 +3.7% $701.39 -31.6%
51 GEV GE VERNOVA INC Utilities 6,837.0 $7.9M 0.38% +661.0 +10.7% $1148.58 -19.4%
52 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 16,976.0 $7.8M 0.37% -3K -15.6% $456.73 -8.8%
53 VEU VANGUARD INTL EQUITY INDEX F 90,457.0 $7.5M 0.36% -51K -36.0% $82.82 +3.8%
54 FTSM FIRST TR EXCHANGE-TRADED FD 122,751.0 $7.3M 0.35% -41K -25.3% $59.74 +0.3%
55 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 7,813.0 $7.3M 0.35% +39.0 +0.5% $931.34 +3.2%
56 NOW SERVICENOW INC Technology 70,766.0 $7.1M 0.34% +23K +47.3% $100.60 +25.8%
57 GS GOLDMAN SACHS GROUP INC Financial Services 6,755.0 $6.9M 0.33% +408.0 +6.4% $1015.12 +4.6%
58 CRWD CROWDSTRIKE HLDGS INC Technology 8,921.0 $6.9M 0.33% -3K -27.6% $192.00 -3.7%
59 PPA INVESCO EXCHANGE TRADED FD T 37,600.0 $6.6M 0.32% -5K -11.8% $176.77 -3.4%
60 CVX CHEVRON CORPORATION Energy 39,931.0 $6.6M 0.32% $165.71 +21.4%
Page 3 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%