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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 5 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HQL ABRDN LIFE SCIENCES INVESTOR Financial Services 25,251.0 $505K 0.06% +2K +8.7% $20.01 +11.8%
82 IJT ISHARES TR 2,818.0 $503K 0.06% +31.0 +1.1% $178.58 -2.6%
83 TMUS T-MOBILE US INC Communication Services 2,936.0 $492K 0.06% +906.0 +44.6% $167.74 +9.1%
84 BLDR BUILDERS FIRSTSOURCE INC Industrials 5,239.0 $469K 0.06% +380.0 +7.8% $89.48 -21.5%
85 BA BOEING CO Industrials 2,139.0 $463K 0.06% +608.0 +39.7% $216.47 -1.0%
86 ITW ILLINOIS TOOL WKS INC Industrials 1,684.0 $455K 0.06% +41.0 +2.5% $270.47 +4.4%
87 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,554.0 $438K 0.06% +473.0 +15.3% $123.10 +31.0%
88 SYK STRYKER CORPORATION Healthcare 1,368.0 $431K 0.05% +124.0 +10.0% $314.77 +4.7%
89 IBDR ISHARES TR 17,115.0 $415K 0.05% +2K +13.2% $24.23 -0.0%
90 VTR VENTAS INC Real Estate 4,658.0 $414K 0.05% +25.0 +0.5% $88.80 +4.8%
91 MBB ISHARES TR 4,357.0 $412K 0.05% +413.0 +10.5% $94.51 -1.5%
92 MPT MEDICAL PROPERTIES TRUST INC Financial Services 83,888.0 $388K 0.05% +991.0 +1.2% $4.62 -10.8%
93 VST VISTRA CORP Utilities 2,291.0 $363K 0.05% +70.0 +3.1% $158.63 -14.1%
94 IBDS ISHARES TR 14,320.0 $347K 0.04% +2K +11.7% $24.22 -0.1%
95 WAT WATERS CORP Healthcare 916.0 $344K 0.04% +16.0 +1.8% $375.04 +9.5%
96 SPEM SPDR INDEX SHS FDS 6,560.0 $340K 0.04% +197.0 +3.1% $51.78 +1.2%
97 EME EMCOR GROUP INC Industrials 401.0 $333K 0.04% +2.0 +0.5% $829.88 -6.4%
98 ISHARES TR 14,240.0 $319K 0.04% +665.0 +4.9% $22.37
99 ISHARES TR 14,240.0 $315K 0.04% +665.0 +4.9% $22.14
100 IEF ISHARES TR 3,183.0 $301K 0.04% +114.0 +3.7% $94.57 -1.9%
Page 5 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 33.4%
Financial Services 22.5%
Industrials 10.5%
Consumer Cyclical 9.5%
Healthcare 7.9%
Consumer Defensive 5.4%
Communication Services 5.3%
Energy 3.2%
Utilities 1.4%
Basic Materials 0.5%