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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 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 33,563.0 $24.7M 3.13% -7K -17.3% $736.40 -2.8%
2 XMHQ INVESCO EXCHANGE TRADED FD T 184,344.0 $20.8M 2.63% -5K -2.6% $112.88 +5.8%
3 JHMM JOHN HANCOCK EXCHANGE TRADED 269,833.0 $20.2M 2.56% -9K -3.2% $74.96 +1.6%
4 AAPL APPLE INC Technology 69,821.0 $20.2M 2.56% -4K -4.9% $289.36 +9.5%
5 NVDA NVIDIA CORPORATION Technology 66,441.0 $13.3M 1.68% -22K -24.7% $200.09 +8.7%
6 MSFT MICROSOFT CORP Technology 33,642.0 $12.5M 1.59% -1K -3.0% $373.03 +29.8%
7 DGRO ISHARES TR 156,523.0 $11.9M 1.50% -24K -13.3% $75.79 +5.6%
8 AMZN AMAZON COM INC Consumer Cyclical 49,463.0 $11.8M 1.49% -2K -3.2% $238.34 +11.5%
9 IVV ISHARES TR 15,576.0 $11.7M 1.48% -15K -49.3% $748.89 +3.2%
10 GOOGL ALPHABET INC Communication Services 21,348.0 $7.6M 0.96% -177.0 -0.8% $357.37 -3.5%
11 SDVY FIRST TR EXCHANGE TRADED FD 169,797.0 $7.3M 0.93% -9K -5.2% $43.14 +2.1%
12 SPHQ INVESCO EXCHANGE TRADED FD T 79,574.0 $7.2M 0.91% -8K -9.6% $90.10 -4.5%
13 EQWL INVESCO EXCHANGE TRADED FD T 54,405.0 $7.0M 0.89% -11K -16.2% $129.02 +4.9%
14 IJR ISHARES TR 45,480.0 $6.7M 0.85% -2K -3.3% $148.31 -0.3%
15 TSLA TESLA INC Consumer Cyclical 13,729.0 $5.8M 0.73% -17K -55.2% $420.60 -16.5%
16 LRCX LAM RESEARCH CORP Technology 13,091.0 $5.7M 0.72% -2K -13.9% $433.32 -29.1%
17 PWR QUANTA SVCS INC Industrials 6,611.0 $4.8M 0.60% -69.0 -1.0% $720.06 -5.9%
18 PG PROCTER & GAMBLE CO Consumer Defensive 31,853.0 $4.7M 0.59% -458.0 -1.4% $146.64 -1.5%
19 AVGO BROADCOM INC Technology 12,198.0 $4.6M 0.58% -3K -17.6% $377.76 -4.0%
20 MO ALTRIA GROUP INC Consumer Defensive 62,196.0 $4.5M 0.57% -3K -3.9% $71.95 -8.2%
Page 1 of 9  ·  161 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%