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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 6 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VIG VANGUARD SPECIALIZED FUNDS 2,608.0 $617K 0.08% -92.0 -3.4% $236.64 +3.1%
102 XLY SELECT SECTOR SPDR TR 4,979.0 $584K 0.07% -1K -18.6% $117.28 +0.6%
103 SCHM SCHWAB STRATEGIC TR 15,801.0 $583K 0.07% -4K -21.1% $36.87 -1.9%
104 DIVB ISHARES TR 8,853.0 $545K 0.07% -14K -61.1% $61.60 +11.9%
105 PLTR PALANTIR TECHNOLOGIES INC Technology 4,656.0 $543K 0.07% -131.0 -2.7% $116.66 +54.2%
106 AAXJ ISHARES TR 4,545.0 $542K 0.07% -13K -74.6% $119.34 -2.5%
107 VNT VONTIER CORPORATION Technology 18,445.0 $535K 0.07% -4K -19.5% $29.00 +13.7%
108 AM ANTERO MIDSTREAM CORP Energy 23,458.0 $534K 0.07% -435.0 -1.8% $22.75 -2.7%
109 LOW LOWES COS INC Consumer Cyclical 2,319.0 $511K 0.07% -19.0 -0.8% $220.49 -2.0%
110 QGRO AMERICAN CENTY ETF TR 4,294.0 $507K 0.06% -14K -76.8% $118.05 +0.4%
111 GEV GE VERNOVA INC Utilities 425.0 $500K 0.06% -56.0 -11.6% $1175.57 -18.6%
112 VIS VANGUARD WORLD FD 1,355.0 $488K 0.06% -18.0 -1.3% $360.38 -4.1%
113 MDT MEDTRONIC PLC Healthcare 6,168.0 $483K 0.06% -452.0 -6.8% $78.23 +19.3%
114 VHT VANGUARD WORLD FD 1,583.0 $473K 0.06% -59.0 -3.6% $298.98 +9.6%
115 IBM INTERNATIONAL BUSINESS MACHS Technology 1,677.0 $471K 0.06% -414.0 -19.8% $281.15 -16.2%
116 ADI ANALOG DEVICES INC Technology 1,153.0 $458K 0.06% -103.0 -8.2% $397.17 -6.1%
117 FDX FEDEX CORP Industrials 1,461.0 $457K 0.06% -40.0 -2.7% $313.13 +3.8%
118 TBIL RBB FD INC 9,143.0 $456K 0.06% -3K -22.1% $49.86 +0.3%
119 VB VANGUARD INDEX FDS 1,478.0 $448K 0.06% -228.0 -13.4% $303.08 +0.6%
120 CI THE CIGNA GROUP Healthcare 1,620.0 $447K 0.06% -21.0 -1.3% $275.63 +0.7%
Page 6 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 33.4%
Financial Services 22.5%
Industrials 10.5%
Consumer Cyclical 9.5%
Healthcare 7.9%
Consumer Defensive 5.4%
Communication Services 5.3%
Energy 3.2%
Utilities 1.4%
Basic Materials 0.5%