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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 3 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CGCB CAPITAL GRP FIXED INCM ETF T 86,629.0 $2.3M 0.33% +12K +16.1% $26.52 -1.1%
42 MSTR STRATEGY INC Technology 14,994.0 $2.3M 0.33% +79.0 +0.5% $151.95 -25.9%
43 ABBV ABBVIE INC Healthcare 9,591.0 $2.2M 0.32% +771.0 +8.7% $228.50 -5.3%
44 ASML ASML HOLDING N V Technology 1,899.0 $2.0M 0.29% +145.0 +8.3% $1069.98 +80.3%
45 QGRW WISDOMTREE TR 33,594.0 $2.0M 0.29% +26K +339.2% $58.67 +12.9%
46 MCD MCDONALDS CORP Consumer Cyclical 6,040.0 $1.8M 0.27% +144.0 +2.4% $305.62 -8.8%
47 V VISA INC Financial Services 5,135.0 $1.8M 0.26% +103.0 +2.0% $350.75 -6.7%
48 ISRG INTUITIVE SURGICAL INC Healthcare 3,176.0 $1.8M 0.26% +88.0 +2.9% $566.36 -28.2%
49 CGUS CAPITAL GROUP CORE EQUITY ET 42,990.0 $1.7M 0.25% +607.0 +1.4% $40.23 +10.1%
50 PANW PALO ALTO NETWORKS INC Technology 9,332.0 $1.7M 0.25% +203.0 +2.2% $184.20 +56.2%
51 AMD ADVANCED MICRO DEVICES INC Technology 7,900.0 $1.7M 0.25% +560.0 +7.6% $214.16 +150.9%
52 XLK SELECT SECTOR SPDR TR 11,544.0 $1.7M 0.24% +6K +100.0% $143.97 +33.0%
53 RFG INVESCO EXCHANGE TRADED FD T 30,585.0 $1.6M 0.23% +515.0 +1.7% $52.44 +22.1%
54 FELC FIDELITY COVINGTON TRUST 41,177.0 $1.6M 0.23% +6K +16.3% $38.17 +9.9%
55 ORCL ORACLE CORP Technology 7,908.0 $1.5M 0.22% +2K +35.7% $194.91 -5.4%
56 ABT ABBOTT LABS Healthcare 12,259.0 $1.5M 0.22% +520.0 +4.4% $125.29 -29.4%
57 UTWO RBB FD INC 28,869.0 $1.4M 0.20% +938.0 +3.4% $48.57 -1.1%
58 IEMG ISHARES INC 19,615.0 $1.3M 0.19% +921.0 +4.9% $67.22 +27.4%
59 KO COCA COLA CO Consumer Defensive 17,759.0 $1.2M 0.18% +2K +14.0% $69.91 +13.6%
60 NEE NEXTERA ENERGY INC Utilities 15,208.0 $1.2M 0.18% +789.0 +5.5% $80.28 +8.1%
Page 3 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%