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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 4 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MDYV SPDR SERIES TRUST 9,639.0 $914K 0.12% +542.0 +6.0% $94.85 +0.8%
62 ACN ACCENTURE PLC IRELAND Technology 7,053.0 $878K 0.11% +3K +67.4% $124.44 +51.2%
63 FAST FASTENAL CO Industrials 18,081.0 $868K 0.11% +1K +6.0% $48.03 +7.0%
64 QCOM QUALCOMM INC Technology 4,545.0 $840K 0.11% +258.0 +6.0% $184.77 -12.9%
65 BILS SPDR SERIES TRUST 8,020.0 $797K 0.10% +181.0 +2.3% $99.38 -0.0%
66 CGBL CAPITAL GROUP CORE BALANCED 20,981.0 $796K 0.10% +3K +15.9% $37.96 +0.6%
67 SPMD SPDR SERIES TRUST 10,231.0 $691K 0.09% +4K +53.3% $67.56 -0.7%
68 VEA VANGUARD TAX-MANAGED FDS 9,489.0 $676K 0.09% +1K +13.1% $71.25 +3.0%
69 NOW SERVICENOW INC Technology 6,640.0 $659K 0.08% +1K +20.1% $99.28 +32.0%
70 ZTS ZOETIS INC Healthcare 8,832.0 $635K 0.08% +1K +16.7% $71.86 +8.7%
71 CTAS CINTAS CORP Industrials 3,716.0 $632K 0.08% +475.0 +14.7% $170.06 +20.4%
72 SFLO VICTORY PORTFOLIOS II 18,473.0 $632K 0.08% +168.0 +0.9% $34.20 +16.3%
73 VLO VALERO ENERGY CORP Energy 2,406.0 $627K 0.08% +302.0 +14.3% $260.44 +32.8%
74 UBER UBER TECHNOLOGIES INC Technology 8,161.0 $589K 0.07% +5K +139.6% $72.16 +11.1%
75 A AGILENT TECHNOLOGIES INC Healthcare 4,382.0 $582K 0.07% +227.0 +5.5% $132.82 +19.5%
76 IGIB ISHARES TR 10,702.0 $569K 0.07% +1K +11.6% $53.17 -2.0%
77 SPDW SPDR INDEX SHS FDS 11,082.0 $558K 0.07% +207.0 +1.9% $50.39 +3.2%
78 DUK DUKE ENERGY CORP NEW Utilities 4,376.0 $554K 0.07% +62.0 +1.4% $126.58 -4.4%
79 IESC IES HOLDINGS INC Industrials 719.0 $528K 0.07% +55.0 +8.3% $734.66 -10.1%
80 MA MASTERCARD INCORPORATED Financial Services 1,005.0 $516K 0.07% +496.0 +97.5% $513.60 +13.1%
Page 4 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%