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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 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 ESGU ISHARES TR 32,052 $4.7M 0.69% SOLD
2 IEFA ISHARES TR 34,736 $3.0M 0.45% SOLD
3 DIS CALL DISNEY WALT CO Communication Services 16,406 $1.9M 0.28% SOLD
4 MELI MERCADOLIBRE INC Consumer Cyclical 590 $1.4M 0.20% SOLD
5 OBIL RBB FD INC 21,332 $1.1M 0.16% SOLD
6 PM PHILIP MORRIS INTL INC Consumer Defensive 4,006 $650K 0.10% SOLD
7 ISHARES TR 10,974 $485K 0.07% SOLD
8 SPYG SPDR SERIES TRUST 4,531 $474K 0.07% SOLD
9 KHC KRAFT HEINZ CO Consumer Defensive 17,259 $449K 0.07% SOLD
10 ADBE ADOBE INC Technology 1,177 $415K 0.06% SOLD
11 ISHARES TR 13,740 $346K 0.05% SOLD
12 EOG EOG RES INC Energy 2,876 $322K 0.05% SOLD
13 KNSL KINSALE CAP GROUP INC Financial Services 750 $319K 0.05% SOLD
14 PPG PPG INDS INC Basic Materials 2,353 $247K 0.04% SOLD
15 SPAB SPDR SERIES TRUST 9,235 $239K 0.04% SOLD
16 NCIQ HASHDEX NASDAQ CRYPTO INDEX Financial Services 6,750 $208K 0.03% SOLD
17 IWM ISHARES TR 850 $206K 0.03% SOLD
18 EAD ALLSPRING INCOME OPPORTUNIT Financial Services 29,016 $203K 0.03% SOLD
19 BMO BANK MONTREAL QUE Financial Services 1,551 $202K 0.03% SOLD
20 IEP ICAHN ENTERPRISES LP Industrials 12,091 $102K 0.01% SOLD
Page 1 of 2  ·  21 positions
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%