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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 6 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SPMD SPDR SERIES TRUST 6,673.0 $386K 0.06% +2K +46.2% $57.91 +14.9%
102 DYNF BLACKROCK ETF TRUST 6,246.0 $380K 0.06% +1K +21.7% $60.81 +11.4%
103 MBB ISHARES TR 3,944.0 $376K 0.06% +349.0 +9.7% $95.23 -0.8%
104 ANET ARISTA NETWORKS INC Technology 2,836.0 $372K 0.05% +117.0 +4.3% $131.03 +29.5%
105 IBDR ISHARES TR 15,115.0 $366K 0.05% +3K +21.6% $24.23 -0.0%
106 VAW VANGUARD WORLD FD 1,739.0 $361K 0.05% +10.0 +0.6% $207.55 +12.9%
107 ENB ENBRIDGE INC Energy 7,272.0 $348K 0.05% +141.0 +2.0% $47.83 +14.1%
108 GEV GE VERNOVA INC Utilities 481.0 $314K 0.05% +35.0 +7.8% $653.57 +69.8%
109 MGV VANGUARD WORLD FD 2,168.0 $306K 0.04% +109.0 +5.3% $141.16 +15.0%
110 AEP AMERICAN ELEC PWR CO INC Utilities 2,647.0 $305K 0.04% +80.0 +3.1% $115.31 +10.7%
111 CEG CONSTELLATION ENERGY CORP Utilities 857.0 $303K 0.04% +92.0 +12.0% $353.27 -22.4%
112 SPEM SPDR INDEX SHS FDS 6,363.0 $298K 0.04% +264.0 +4.3% $46.81 +13.4%
113 MA MASTERCARD INCORPORATED Financial Services 509.0 $291K 0.04% +24.0 +5.0% $570.88 -14.2%
114 ILCG ISHARES TR 2,758.0 $287K 0.04% +700.0 +34.0% $104.04 +12.6%
115 UBER UBER TECHNOLOGIES INC Technology 3,406.0 $278K 0.04% +140.0 +4.3% $81.71 -12.3%
116 GILD GILEAD SCIENCES INC Healthcare 2,250.0 $276K 0.04% +15.0 +0.7% $122.73 +0.8%
117 ARKK ARK ETF TR 3,381.0 $260K 0.04% +105.0 +3.2% $76.92 +4.2%
118 IESC IES HLDGS INC Industrials 664.0 $258K 0.04% +7.0 +1.1% $389.02 +83.1%
119 EME EMCOR GROUP INC Industrials 399.0 $244K 0.04% +15.0 +3.9% $611.79 +36.7%
120 PULS PGIM ETF TR 4,850.0 $241K 0.04% +683.0 +16.4% $49.59 +0.1%
Page 6 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%