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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 3 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MGC VANGUARD WORLD FD 862.0 $236K 0.03% NEW $273.63 +2.0%
42 APOS APOLLO GLOBAL MGMT INC Financial Services 1,956.0 $231K 0.03% NEW $118.31 -78.5%
43 CVS CVS HEALTH CORP Healthcare 2,229.0 $231K 0.03% NEW $103.45 -9.1%
44 IBDT ISHARES TR 8,870.0 $224K 0.03% NEW $25.25 -0.2%
45 IBHH ISHARES TR 9,525.0 $224K 0.03% NEW $23.50 -0.3%
46 HDV ISHARES TR 8,045.0 $221K 0.03% NEW $27.41 +8.7%
47 LNG CHENIERE ENERGY INC Energy 920.0 $220K 0.03% NEW $239.01 +16.8%
48 IBHG ISHARES TR 9,640.0 $213K 0.03% NEW $22.08 -0.5%
49 NTRS NORTHERN TR CORP Financial Services 1,213.0 $211K 0.03% NEW $173.84 +6.1%
50 VGT VANGUARD WORLD FD 1,763.0 $211K 0.03% NEW $119.52 -0.4%
51 NVS NOVARTIS AG Healthcare 1,331.0 $209K 0.03% NEW $156.76 -0.4%
52 MTUM ISHARES TR 600.0 $206K 0.03% NEW $342.86 -10.3%
53 LBRT LIBERTY ENERGY INC Energy 7,737.0 $203K 0.03% NEW $26.19 -25.7%
54 SHW SHERWIN WILLIAMS CO Basic Materials 586.0 $202K 0.03% NEW $344.32 +0.8%
55 IIPR INNOVATIVE INDL PPTYS INC Real Estate 3,229.0 $200K 0.03% NEW $61.98 -7.4%
56 OWL BLUE OWL CAPITAL INC Financial Services 17,316.0 $152K 0.02% NEW $8.75 +32.1%
57 CAG CONAGRA BRANDS INC Consumer Defensive 10,125.0 $136K 0.02% NEW $13.46 +20.5%
58 SIDUS SPACE INC 25,300.0 $71K 0.01% NEW $2.81
Page 3 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%