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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 9 of 54  ·  1,070 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 KLAC KLA CORP Technology 8,857.0 $2.6M 0.13% +8K +787.5% $298.54 -38.7%
162 AGNC AGNC INVT CORP Real Estate 244,923.0 $2.6M 0.13% +4K +1.9% $10.79 +0.3%
163 IYF ISHARES TR 20,280.0 $2.6M 0.13% -906.0 -4.3% $130.17 +5.7%
164 DFAI DIMENSIONAL ETF TRUST 63,958.0 $2.6M 0.13% +45K +240.1% $41.25 +5.1%
165 MINT PIMCO ETF TR 25,653.0 $2.6M 0.12% +3K +11.1% $100.49 +0.3%
166 BLCR BLACKROCK ETF TRUST 50,145.0 $2.5M 0.12% NEW $50.16 -1.6%
167 MCD MCDONALDS CORP Consumer Cyclical 9,292.0 $2.5M 0.12% -303.0 -3.2% $269.67 -1.2%
168 O REALTY INCOME CORP Real Estate 40,444.0 $2.5M 0.12% $61.94 +0.8%
169 VZ VERIZON COMMUNICATIONS INC Communication Services 59,373.0 $2.5M 0.12% -5K -7.8% $42.09 +19.3%
170 RKLB ROCKET LAB CORP Industrials 24,628.0 $2.5M 0.12% -22K -46.8% $101.32 -34.3%
171 IYW ISHARES TR 9,955.0 $2.5M 0.12% -1K -12.5% $249.84 -1.4%
172 QCOM QUALCOMM INC Technology 13,514.0 $2.5M 0.12% -632.0 -4.5% $182.57 -11.4%
173 KIO KKR INCOME OPPORTUNITIES FD Financial Services 216,679.0 $2.5M 0.12% +82K +60.5% $11.33 -2.6%
174 PTL NORTHERN LTS FD TR IV 8,492.0 $2.4M 0.12% NEW $285.97 -0.8%
175 MRVL MARVELL TECHNOLOGY INC Technology 8,620.0 $2.4M 0.12% +706.0 +8.9% $278.45 -12.6%
176 ZEVRA THERAPEUTICS INC 171,151.0 $2.4M 0.11% -4K -2.3% $13.81
177 STWD STARWOOD PPTY TR INC Real Estate 143,541.0 $2.3M 0.11% +8K +6.2% $16.35 -2.4%
178 VIAV VIAVI SOLUTIONS INC Technology 49,770.0 $2.3M 0.11% -24K -32.1% $47.07 -18.2%
179 JPIE J P MORGAN EXCHANGE TRADED F 50,012.0 $2.3M 0.11% +36K +265.7% $45.92 +0.0%
180 KEYS KEYSIGHT TECHNOLOGIES INC Technology 6,547.0 $2.3M 0.11% $349.67 -8.1%
Page 9 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%