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Portfolio (Quarterly) Guide ↗

KPP Advisory Services LLC

· CIK 0001989349
13F Portfolio $791M AUM 362 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 58 New 104 Added 161 Reduced 24 Exited
Page 2 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHG SCHWAB STRATEGIC TR 153,145.0 $5.2M 0.66% +11K +7.9% $33.84 +3.7%
22 RSP INVESCO EXCHANGE TRADED FD T 21,117.0 $4.5M 0.57% +488.0 +2.4% $212.77 +3.5%
23 PWRD TCW ETF TRUST 32,757.0 $4.0M 0.51% +22K +201.8% $122.96 -11.9%
24 ASML ASML HLDG NV Technology 1,990.0 $4.0M 0.50% +91.0 +4.8% $1988.99 -12.0%
25 VFLO VICTORY PORTFOLIOS II 85,126.0 $3.9M 0.49% +16K +22.6% $45.75 +20.4%
26 PANW PALO ALTO NETWORKS INC Technology 10,287.0 $3.5M 0.44% +955.0 +10.2% $341.02 +2.5%
27 RDVI FIRST TR EXCHANGE-TRADED FD 107,221.0 $3.2M 0.40% +8K +7.8% $29.40 -0.5%
28 PH PARKER-HANNIFIN CORP Industrials 3,007.0 $2.9M 0.37% +28.0 +0.9% $978.14 +2.2%
29 NOBL PROSHARES TR 52,076.0 $2.9M 0.37% +23K +81.3% $56.16 +4.0%
30 GOOG ALPHABET INC Communication Services 7,943.0 $2.8M 0.35% +58.0 +0.7% $353.33 -4.3%
31 FELC FIDELITY COVINGTON TRUST 65,121.0 $2.7M 0.34% +24K +58.1% $41.91 +3.2%
32 VUG VANGUARD INDEX FDS 30,372.0 $2.6M 0.33% +25K +522.4% $86.14 +1.2%
33 BAC BANK OF AMER CORP Financial Services 43,806.0 $2.5M 0.32% +823.0 +1.9% $56.98 +8.6%
34 ABBV ABBVIE INC Healthcare 9,796.0 $2.5M 0.31% +205.0 +2.1% $251.63 +4.1%
35 CGCB CAPITAL GRP FIXED INCM ETF T 93,886.0 $2.5M 0.31% +7K +8.4% $26.18 -1.1%
36 TMO THERMO FISHER SCIENTIFIC INC Healthcare 4,541.0 $2.3M 0.29% +278.0 +6.5% $501.36 +25.2%
37 ASTS AST SPACEMOBILE INC Technology 25,265.0 $2.2M 0.28% +3K +11.3% $88.86 -26.8%
38 CGUS CAPITAL GROUP CORE EQUITY ET 50,377.0 $2.2M 0.28% +7K +17.2% $44.48 +1.1%
39 XLK SELECT SECTOR SPDR TR 11,666.0 $2.2M 0.28% +122.0 +1.1% $190.52 -3.9%
40 RKLB ROCKET LAB CORP Industrials 19,850.0 $2.0M 0.26% +7K +50.3% $101.65 -28.2%
Page 2 of 6  ·  104 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 33.0%
Financial Services 22.3%
Industrials 10.4%
Consumer Cyclical 9.3%
Healthcare 7.8%
Communication Services 6.2%
Consumer Defensive 5.3%
Energy 3.3%
Utilities 1.4%
Basic Materials 0.5%