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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
Page 2 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NOBL PROSHARES TR 28,720.0 $3.0M 0.43% -826.0 -2.8% $104.07 -47.2%
22 GOOG ALPHABET INC Communication Services 7,885.0 $2.5M 0.36% -713.0 -8.3% $313.79 +17.1%
23 C CITIGROUP INC Financial Services 20,299.0 $2.4M 0.34% -2K -7.3% $116.69 +22.6%
24 BAC BANK AMERICA CORP Financial Services 42,983.0 $2.4M 0.34% -956.0 -2.2% $55.00 +2.2%
25 IVW ISHARES TR 18,575.0 $2.3M 0.33% -10K -35.4% $123.26 +11.9%
26 F FORD MTR CO Consumer Cyclical 164,982.0 $2.2M 0.31% -9K -5.1% $13.12 +7.2%
27 QGRO AMERICAN CENTY ETF TR 18,502.0 $2.1M 0.31% -7K -27.3% $114.52 +2.6%
28 VTI VANGUARD INDEX FDS 5,817.0 $2.0M 0.28% -824.0 -12.4% $335.25 +10.4%
29 BX BLACKSTONE INC Financial Services 12,595.0 $1.9M 0.28% -636.0 -4.8% $154.14 -19.7%
30 USB US BANCORP DEL Financial Services 36,110.0 $1.9M 0.28% -6K -15.2% $53.36 +9.0%
31 RTX RTX CORPORATION Industrials 10,392.0 $1.9M 0.28% -307.0 -2.9% $183.40 +1.2%
32 HON HONEYWELL INTL INC Industrials 9,300.0 $1.8M 0.26% -385.0 -4.0% $195.09 +17.4%
33 CSCO CISCO SYS INC Technology 23,200.0 $1.8M 0.26% -1K -4.5% $77.03 +55.2%
34 SPY SPDR S&P 500 ETF TR Financial Services 2,477.0 $1.7M 0.24% -5K -66.7% $681.92 +9.5%
35 AAXJ ISHARES TR 17,894.0 $1.7M 0.24% -1K -5.9% $93.12 +32.4%
36 CALF PACER FDS TR 37,109.0 $1.6M 0.24% -9K -19.9% $44.37 +10.9%
37 DLN WISDOMTREE TR 18,094.0 $1.6M 0.23% -233.0 -1.3% $88.08 +9.2%
38 UNH UNITEDHEALTH GROUP INC Healthcare 4,771.0 $1.6M 0.23% -903.0 -15.9% $330.09 +21.5%
39 LMT LOCKHEED MARTIN CORP Industrials 3,086.0 $1.5M 0.22% -108.0 -3.4% $483.78 +5.6%
40 WMT WALMART INC Consumer Defensive 13,242.0 $1.5M 0.21% -453.0 -3.3% $111.41 +5.2%
Page 2 of 6  ·  118 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 32.0%
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%