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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 1 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPACE EXPLORATION TECHN CORP 31,860.0 $5.4M 0.69% NEW $170.86
2 CGIC CAPITAL GROUP INTERNATIONAL 149,384.0 $5.4M 0.69% NEW $36.39 +1.1%
3 IEFA ISHARES TR 39,510.0 $3.8M 0.48% NEW $96.58 +4.0%
4 ESGU ISHARES TR 20,065.0 $3.3M 0.41% NEW $163.67 +2.9%
5 VCRB VANGUARD MALVERN FDS 30,010.0 $2.3M 0.29% NEW $77.23 -1.2%
6 TT TRANE TECHNOLOGIES PLC Industrials 3,323.0 $1.6M 0.21% NEW $491.22 -7.3%
7 TSLA PUT TESLA INC Consumer Cyclical 3,800.0 $1.6M 0.20% NEW $420.60 -16.5%
8 MELI MERCADOLIBRE INC Consumer Cyclical 731.0 $1.2M 0.16% NEW $1697.38 +12.4%
9 OPPJ WISDOMTREE TR 19,018.0 $1.1M 0.14% NEW $57.67 -2.2%
10 OBIL RBB FD INC 21,273.0 $1.1M 0.13% NEW $49.98 +0.3%
11 HONEYWELL INTL INC 3,098.0 $694K 0.09% NEW $223.94
12 AIFD TCW ETF TRUST 12,421.0 $689K 0.09% NEW $55.43 -7.2%
13 HONEYWELL AEROSPACE INC 3,098.0 $685K 0.09% NEW $221.08
14 PM PHILIP MORRIS INTL INC Consumer Defensive 3,558.0 $644K 0.08% NEW $180.92 +5.0%
15 EOG EOG RES INC Energy 4,877.0 $633K 0.08% NEW $129.72 +15.2%
16 DFEB FIRST TR EXCHNG TRADED FD VI 12,244.0 $618K 0.08% NEW $50.49 +1.8%
17 MRVL MARVELL TECHNOLOGY INC Technology 1,985.0 $591K 0.07% NEW $297.89 -20.3%
18 IDEQ LAZARD ACTIVE ETF TR 16,811.0 $590K 0.07% NEW $35.07 +2.0%
19 ACGL ARCH CAP GROUP LTD Financial Services 5,994.0 $582K 0.07% NEW $97.06 +1.5%
20 ISHARES TR 10,971.0 $544K 0.07% NEW $49.55
Page 1 of 3  ·  58 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%