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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 6 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XLE SELECT SECTOR SPDR TR 5,623.0 $299K 0.04% +727.0 +14.8% $53.11 +21.3%
102 ARKK ARK ETF TR 3,408.0 $275K 0.04% +27.0 +0.8% $80.82 +3.1%
103 SLV ISHARES SILVER TR Financial Services 3,826.0 $205K 0.03% +25.0 +0.7% $53.47 +15.5%
104 EOSE EOS ENERGY ENTERPRISES INC Industrials 16,130.0 $95K 0.01% +2K +13.7% $5.88 -41.2%
Page 6 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%