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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EQWL INVESCO EXCHANGE TRADED FD T 64,937.0 $7.7M 1.11% NEW $118.16 +9.0%
2 GRID FIRST TR EXCHANGE TRADED FD 20,975.0 $3.2M 0.47% NEW $153.02 +27.2%
3 DIS DISNEY WALT CO Communication Services 16,483.0 $1.9M 0.27% NEW $113.77 -8.7%
4 ASTS AST SPACEMOBILE INC Technology 22,700.0 $1.6M 0.24% NEW $72.63 +11.1%
5 DFAI DIMENSIONAL ETF TRUST 31,953.0 $1.2M 0.18% NEW $38.11 +10.1%
6 RKLB ROCKET LAB CORP Industrials 13,210.0 $922K 0.13% NEW $69.76 +53.7%
7 SMH VANECK ETF TRUST 1,840.0 $663K 0.10% NEW $360.14 +83.2%
8 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,081.0 $499K 0.07% NEW $161.96 -17.3%
9 UTES ETFIS SER TR I 6,213.0 $491K 0.07% NEW $78.95 +4.1%
10 IBDS ISHARES TR 12,820.0 $311K 0.04% NEW $24.28 -0.5%
11 PSC PRINCIPAL EXCHANGE TRADED FD 5,170.0 $298K 0.04% NEW $57.73 +17.6%
12 SLV ISHARES SILVER TR Financial Services 3,801.0 $245K 0.04% NEW $64.42 -7.6%
13 TWLO TWILIO INC Communication Services 1,631.0 $232K 0.03% NEW $142.24 +30.9%
14 XBI SPDR SERIES TRUST 1,830.0 $223K 0.03% NEW $121.93 +15.4%
15 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 800.0 $220K 0.03% NEW $275.39 +288.6%
16 XLE SELECT SECTOR SPDR TR 4,896.0 $219K 0.03% NEW $44.71 +20.3%
17 CSX CSX CORP Industrials 5,596.0 $203K 0.03% NEW $36.25 +25.9%
18 EOSE EOS ENERGY ENTERPRISES INC Industrials 14,185.0 $163K 0.02% NEW $11.46 -33.2%
19 VENTURE GLOBAL INC 13,400.0 $91K 0.01% NEW $6.82
20 SFL SFL CORPORATION LTD Industrials 11,246.0 $88K 0.01% NEW $7.81 +38.4%

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%