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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 2 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FTCS FIRST TR EXCHANGE-TRADED FD 47,012.0 $4.4M 0.56% -5K -8.7% $93.92 +8.1%
22 FEX FIRST TR EXCHANGE-TRADED ALP 30,188.0 $4.2M 0.53% -2K -5.1% $139.88 -0.1%
23 IJH ISHARES TR 52,526.0 $4.1M 0.51% -2K -4.2% $77.11 -0.6%
24 XNTK SPDR SERIES TRUST 9,562.0 $3.7M 0.47% -2K -13.6% $390.65 -8.7%
25 VOE VANGUARD INDEX FDS 18,771.0 $3.7M 0.47% -20K -51.5% $197.60 +5.8%
26 FVD FIRST TR EXCHANGE-TRADED FD 76,225.0 $3.7M 0.46% -3K -3.9% $48.18 +5.7%
27 XOM EXXON MOBIL CORP Energy 26,799.0 $3.7M 0.46% -6K -18.8% $136.72 +22.5%
28 VBK VANGUARD INDEX FDS 9,838.0 $3.6M 0.46% -86.0 -0.9% $365.70 -2.4%
29 LLY ELI LILLY & CO Healthcare 2,871.0 $3.4M 0.44% -601.0 -17.3% $1199.46 +5.4%
30 JNJ JOHNSON & JOHNSON Healthcare 13,304.0 $3.4M 0.43% -189.0 -1.4% $253.97 +6.4%
31 VBR VANGUARD INDEX FDS 12,707.0 $3.1M 0.39% -8K -39.3% $242.99 +2.2%
32 AMD ADVANCED MICRO DEVICES INC Technology 5,305.0 $3.1M 0.39% -3K -32.9% $580.91 -20.1%
33 SYFI AB ACTIVE ETFS INC 85,891.0 $3.1M 0.39% -14K -13.8% $35.71 -0.2%
34 BERKSHIRE HATHAWAY INC DEL 5,993.0 $3.0M 0.38% -4K -38.1% $500.39
35 RECS COLUMBIA ETF TR I 64,320.0 $2.8M 0.35% -3K -4.6% $43.28 +4.4%
36 T AT&T INC Communication Services 128,238.0 $2.7M 0.34% -6K -4.1% $20.70 +21.2%
37 VOT VANGUARD INDEX FDS 8,521.0 $2.6M 0.33% -2K -17.9% $306.30 -0.7%
38 META META PLATFORMS INC Communication Services 4,553.0 $2.6M 0.32% -814.0 -15.2% $563.24 -3.2%
39 IVW ISHARES TR 17,954.0 $2.5M 0.31% -621.0 -3.3% $137.53 +1.0%
40 CAT CATERPILLAR INC Industrials 2,234.0 $2.4M 0.30% -28.0 -1.2% $1064.90 -24.1%
Page 2 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%