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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 5 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DFAI DIMENSIONAL ETF TRUST 19,725.0 $814K 0.10% -12K -38.3% $41.25 +4.2%
82 DFAC DIMENSIONAL ETF TRUST 18,011.0 $799K 0.10% -1K -6.7% $44.36 +2.3%
83 IFRA ISHARES TR 12,559.0 $792K 0.10% -3K -20.1% $63.04 -4.4%
84 EQRR PROSHARES TR 9,597.0 $784K 0.10% -2K -16.0% $81.69 +5.4%
85 VTIP VANGUARD MALVERN FDS 15,434.0 $775K 0.10% -2K -12.3% $50.23 -0.8%
86 DGRW WISDOMTREE TR 7,954.0 $761K 0.10% -5K -40.5% $95.62 +3.2%
87 PEP PEPSICO INC Consumer Defensive 5,470.0 $741K 0.09% -300.0 -5.2% $135.40 +4.9%
88 FITB FIFTH THIRD BANCORP Financial Services 12,986.0 $732K 0.09% -500.0 -3.7% $56.37 -3.3%
89 FYX FIRST TR EXCHANGE-TRADED ALP 4,955.0 $715K 0.09% -526.0 -9.6% $144.28 -1.0%
90 BLK BLACKROCK INC Financial Services 741.0 $712K 0.09% -569.0 -43.4% $961.13 +18.6%
91 EFG ISHARES TR 5,713.0 $711K 0.09% -5K -46.9% $124.42 +0.3%
92 ET ENERGY TRANSFER L P Energy 35,841.0 $685K 0.09% -3K -6.6% $19.12 +10.9%
93 WMB WILLIAMS COS INC Energy 9,016.0 $670K 0.09% -94.0 -1.0% $74.34 -3.6%
94 WFC WELLS FARGO & CO Financial Services 8,096.0 $669K 0.09% -1K -15.6% $82.64 +1.3%
95 GE GE AEROSPACE Industrials 1,714.0 $641K 0.08% -42.0 -2.4% $373.80 -7.8%
96 UPS UNITED PARCEL SVCS INC Industrials 5,932.0 $638K 0.08% -5K -44.3% $107.50 -4.6%
97 GD GENERAL DYNAMICS CORP Industrials 1,789.0 $634K 0.08% -150.0 -7.7% $354.24 +9.0%
98 AXP AMERICAN EXPRESS CO Financial Services 1,832.0 $620K 0.08% -185.0 -9.2% $338.33 -2.1%
99 CDC VICTORY PORTFOLIOS II 8,334.0 $620K 0.08% -5K -37.4% $74.37 +3.9%
100 GLD SPDR GOLD TR Financial Services 1,679.0 $619K 0.08% -24.0 -1.4% $368.38 +12.7%
Page 5 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%