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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 3 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BLK BLACKROCK INC Financial Services 1,310.0 $1.4M 0.20% -150.0 -10.3% $1069.97 -1.9%
42 JAAA JANUS DETROIT STR TR 26,599.0 $1.3M 0.20% -825.0 -3.0% $50.58 +0.1%
43 CAT CATERPILLAR INC Industrials 2,262.0 $1.3M 0.19% -26.0 -1.1% $572.87 +72.1%
44 IYW ISHARES TR 6,402.0 $1.3M 0.19% -612.0 -8.7% $199.69 +27.0%
45 BINC BLACKROCK ETF TRUST II 23,840.0 $1.3M 0.18% -246.0 -1.0% $52.77 -0.9%
46 EFG ISHARES TR 10,758.0 $1.2M 0.18% -688.0 -6.0% $113.92 +9.8%
47 DIVB ISHARES TR 22,746.0 $1.2M 0.18% -9K -29.0% $53.15 +14.5%
48 DGRW WISDOMTREE TR 13,366.0 $1.2M 0.17% -49K -78.7% $89.43 +7.2%
49 ACN ACCENTURE PLC IRELAND Technology 4,214.0 $1.1M 0.16% -331.0 -7.3% $268.32 -52.3%
50 IOO ISHARES TR 8,752.0 $1.1M 0.16% -299.0 -3.3% $126.67 +9.8%
51 MOAT VANECK ETF TRUST 9,890.0 $1.0M 0.15% -465.0 -4.5% $103.56 -1.4%
52 ETN EATON CORP PLC Industrials 3,115.0 $992K 0.14% -274.0 -8.1% $318.53 +32.4%
53 TXN TEXAS INSTRS INC Technology 5,711.0 $991K 0.14% -682.0 -10.7% $173.49 +86.1%
54 SO SOUTHERN CO Utilities 11,247.0 $981K 0.14% -196.0 -1.7% $87.20 +6.8%
55 VLUE ISHARES TR 6,925.0 $947K 0.14% -781.0 -10.1% $136.72 +46.2%
56 MRK MERCK & CO INC Healthcare 8,903.0 $937K 0.14% -451.0 -4.8% $105.26 +8.2%
57 EMR EMERSON ELEC CO Industrials 6,853.0 $909K 0.13% -367.0 -5.1% $132.71 +13.5%
58 COST COSTCO WHSL CORP NEW Consumer Defensive 1,032.0 $890K 0.13% -52.0 -4.8% $862.49 +10.3%
59 CDC VICTORY PORTFOLIOS II 13,318.0 $878K 0.13% -6K -29.3% $65.89 +10.8%
60 CRWD CROWDSTRIKE HLDGS INC Technology 1,864.0 $874K 0.13% -39.0 -2.0% $468.76 +46.1%
Page 3 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%