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Portfolio (Quarterly) Guide ↗

KPP Advisory Services LLC

· CIK 0001989349
13F Portfolio $675M AUM Filed Nov 3, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 329 New
Page 14 of 17  ·  329 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 WPC WP CAREY INC Real Estate 4,895.0 $331K 0.05% NEW $67.57 +5.4%
262 EPD ENTERPRISE PRODS PARTNERS L Energy 10,423.0 $326K 0.05% NEW $31.27 +17.0%
263 YUM YUM BRANDS INC Consumer Cyclical 2,130.0 $324K 0.05% NEW $152.00 -0.0%
264 VTR VENTAS INC Real Estate 4,618.0 $323K 0.05% NEW $69.99 +16.6%
265 EOG EOG RES INC Energy 2,876.0 $322K 0.05% NEW $112.12 +15.9%
266 UBER UBER TECHNOLOGIES INC Technology 3,266.0 $320K 0.05% NEW $97.97 -26.9%
267 KNSL KINSALE CAP GROUP INC Financial Services 750.0 $319K 0.05% NEW $425.26 -27.4%
268 ADI ANALOG DEVICES INC Technology 1,267.0 $311K 0.05% NEW $245.70 +76.8%
269 ISHARES TR 13,575.0 $306K 0.04% NEW $22.52
270 DYNF BLACKROCK ETF TRUST 5,134.0 $304K 0.04% NEW $59.20 +14.4%
271 ISHARES TR 13,575.0 $304K 0.04% NEW $22.39
272 SPTM SPDR SERIES TRUST 3,764.0 $304K 0.04% NEW $80.65 +12.7%
273 IBDR ISHARES TR 12,433.0 $302K 0.04% NEW $24.30 -0.3%
274 IEF ISHARES TR 3,069.0 $296K 0.04% NEW $96.46 -2.2%
275 ESGE ISHARES INC 6,810.0 $296K 0.04% NEW $43.42 +30.3%
276 IWP ISHARES TR 2,066.0 $294K 0.04% NEW $142.41 -0.3%
277 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,473.0 $292K 0.04% NEW $45.10 +19.7%
278 INTC INTEL CORP Technology 8,626.0 $289K 0.04% NEW $33.55 +299.4%
279 AEP AMERICAN ELEC PWR CO INC Utilities 2,567.0 $289K 0.04% NEW $112.50 +13.5%
280 SPEM SPDR INDEX SHS FDS 6,099.0 $286K 0.04% NEW $46.81 +13.4%
Page 14 of 17  ·  329 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 32.3%
Financial Services 21.9%
Consumer Cyclical 13.9%
Industrials 8.7%
Healthcare 7.7%
Communication Services 5.8%
Consumer Defensive 4.5%
Energy 3.0%
Utilities 1.4%
Basic Materials 0.5%