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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	NRO	NEUBERGER BERMAN REAL ESTATE	Financial Services	12,760	$41K	0.01%	SOLD

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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%