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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 5 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SYK STRYKER CORPORATION Healthcare 1,244.0 $437K 0.06% -444.0 -26.3% $351.57 -12.4%
82 PFE PFIZER INC Healthcare 17,552.0 $437K 0.06% -259.0 -1.4% $24.90 +1.2%
83 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 5,065.0 $427K 0.06% -54.0 -1.1% $84.36 -21.3%
84 BIV VANGUARD BD INDEX FDS 5,482.0 $427K 0.06% -273.0 -4.7% $77.88 -1.7%
85 FDL FIRST TR EXCHANGE-TRADED FD 9,458.0 $419K 0.06% -11K -53.4% $44.34 +10.6%
86 TMUS T-MOBILE US INC Communication Services 2,030.0 $412K 0.06% -400.0 -16.5% $203.02 -10.5%
87 PYPL PAYPAL HLDGS INC Financial Services 6,411.0 $374K 0.05% -2K -19.5% $58.38 -27.2%
88 CB CHUBB LIMITED Financial Services 1,176.0 $367K 0.05% -31.0 -2.6% $312.12 +3.6%
89 USMV ISHARES TR 3,876.0 $365K 0.05% -423.0 -9.8% $94.16 +0.1%
90 REGL PROSHARES TR 4,310.0 $363K 0.05% -150.0 -3.4% $84.23 +6.9%
91 VST VISTRA CORP Utilities 2,221.0 $358K 0.05% -16.0 -0.7% $161.33 +1.5%
92 IWV ISHARES TR 921.0 $356K 0.05% -50.0 -5.2% $386.77 +9.9%
93 AGG ISHARES TR 3,534.0 $353K 0.05% -861.0 -19.6% $99.89 -1.0%
94 FNF FIDELITY NATIONAL FINANCIAL Financial Services 6,364.0 $347K 0.05% -183.0 -2.8% $54.59 -14.2%
95 ADI ANALOG DEVICES INC Technology 1,256.0 $341K 0.05% -11.0 -0.9% $271.20 +60.2%
96 CGGO CAPITAL GROUP GBL GROWTH EQT 9,702.0 $336K 0.05% -3K -22.9% $34.65 +22.5%
97 BA BOEING CO Industrials 1,531.0 $332K 0.05% -149.0 -8.9% $217.12 +2.6%
98 OEF ISHARES TR 913.0 $313K 0.04% -5K -84.0% $342.97 +7.5%
99 SPYV SPDR SERIES TRUST 5,271.0 $299K 0.04% -4K -42.3% $56.81 +7.1%
100 SPTM SPDR SERIES TRUST 3,527.0 $291K 0.04% -237.0 -6.3% $82.50 +10.2%
Page 5 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%