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Portfolio (Quarterly) Guide ↗

KPP Advisory Services LLC

· CIK 0001989349
13F Portfolio $689M AUM 328 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 20 New 120 Added 118 Reduced 21 Exited
Page 2 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FTCS FIRST TR EXCHANGE-TRADED FD 51,515.0 $4.8M 0.69% +5K +10.4% $92.51 +0.5%
22 PG PROCTER AND GAMBLE CO Consumer Defensive 32,311.0 $4.6M 0.67% +18K +130.9% $143.31 +4.9%
23 SCHG SCHWAB STRATEGIC TR 141,898.0 $4.6M 0.67% +11K +8.6% $32.62 +3.9%
24 PPA INVESCO EXCHANGE TRADED FD T 29,158.0 $4.6M 0.66% +5K +22.5% $156.63 +11.9%
25 SCHV SCHWAB STRATEGIC TR 145,899.0 $4.3M 0.63% +14K +11.0% $29.61 +16.7%
26 RSP INVESCO EXCHANGE TRADED FD T 20,629.0 $4.0M 0.57% +594.0 +3.0% $191.56 +9.6%
27 FEX FIRST TR EXCHANGE-TRADED ALP 31,817.0 $3.8M 0.55% +339.0 +1.1% $118.62 +16.3%
28 MO ALTRIA GROUP INC Consumer Defensive 64,748.0 $3.7M 0.54% +3K +4.0% $57.66 +19.9%
29 SYFI AB ACTIVE ETFS INC 99,614.0 $3.6M 0.52% +7K +7.9% $35.93 -0.6%
30 VBK VANGUARD INDEX FDS 9,924.0 $3.0M 0.43% +115.0 +1.2% $302.11 +18.0%
31 VOT VANGUARD INDEX FDS 10,377.0 $2.9M 0.42% +88.0 +0.9% $279.14 +9.7%
32 PWR QUANTA SVCS INC Industrials 6,680.0 $2.8M 0.41% +157.0 +2.4% $422.06 +66.4%
33 JNJ JOHNSON & JOHNSON Healthcare 13,493.0 $2.8M 0.41% +279.0 +2.1% $206.95 +10.4%
34 RECS COLUMBIA ETF TR I 67,450.0 $2.8M 0.40% +21K +45.4% $40.84 +5.9%
35 VFLO VICTORY PORTFOLIOS II 69,433.0 $2.7M 0.40% +2K +3.1% $39.38 +14.9%
36 PH PARKER-HANNIFIN CORP Industrials 2,979.0 $2.6M 0.38% +65.0 +2.2% $878.97 +8.5%
37 RDVI FIRST TR EXCHANGE-TRADED FD 99,423.0 $2.6M 0.38% +11K +12.5% $26.24 +10.0%
38 HD HOME DEPOT INC Consumer Cyclical 7,175.0 $2.5M 0.36% +78.0 +1.1% $344.10 -2.9%
39 VUG VANGUARD INDEX FDS 4,880.0 $2.4M 0.35% +38.0 +0.8% $487.89 -82.2%
40 FLXR TCW ETF TRUST 59,818.0 $2.4M 0.34% +11K +21.5% $39.60 -1.2%
Page 2 of 6  ·  120 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 32.0%
Financial Services 22.2%
Consumer Cyclical 12.3%
Industrials 9.0%
Healthcare 8.3%
Communication Services 6.6%
Consumer Defensive 4.7%
Energy 2.8%
Utilities 1.4%
Basic Materials 0.4%