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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 7 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PGR PROGRESSIVE CORP Financial Services 2,002.0 $437K 0.06% -123.0 -5.8% $218.45 +0.9%
122 KMI KINDER MORGAN INC DEL Energy 13,326.0 $426K 0.05% -2K -10.9% $31.97 -1.1%
123 DYNF BLACKROCK ETF TRUST 6,171.0 $420K 0.05% -75.0 -1.2% $68.01 +1.2%
124 VAW VANGUARD WORLD FD 1,729.0 $396K 0.05% -10.0 -0.6% $228.79 +2.5%
125 SDY SPDR SERIES TRUST 2,584.0 $393K 0.05% -102.0 -3.8% $152.18 +3.9%
126 CB CHUBB LIMITED Financial Services 1,143.0 $389K 0.05% -33.0 -2.8% $340.74 +0.6%
127 DVY ISHARES TR 2,383.0 $372K 0.05% -200.0 -7.7% $156.30 +5.2%
128 PFE PFIZER INC Healthcare 15,236.0 $367K 0.05% -2K -13.2% $24.08 +15.5%
129 MMM 3M CO Industrials 2,205.0 $357K 0.04% -50.0 -2.2% $161.91 +10.1%
130 AEP AMERICAN ELEC PWR CO INC Utilities 2,594.0 $355K 0.04% -53.0 -2.0% $136.81 -8.1%
131 VCSH VANGUARD SCOTTSDALE FDS 4,487.0 $355K 0.04% -461.0 -9.3% $79.04 -0.5%
132 REGL PROSHARES TR 3,839.0 $352K 0.04% -471.0 -10.9% $91.57 +2.7%
133 ENB ENBRIDGE INC Energy 6,438.0 $349K 0.04% -834.0 -11.5% $54.21 -5.9%
134 IGSB ISHARES TR 6,596.0 $346K 0.04% -1K -13.9% $52.41 -0.5%
135 WM WASTE MGMT INC DEL Industrials 1,513.0 $337K 0.04% -907.0 -37.5% $222.88 +0.9%
136 AGG ISHARES TR 3,350.0 $332K 0.04% -184.0 -5.2% $98.99 -1.5%
137 CGGO CAPITAL GROUP GBL GROWTH EQT 7,741.0 $328K 0.04% -2K -20.2% $42.33 -4.2%
138 OEF ISHARES TR 886.0 $324K 0.04% -27.0 -3.0% $365.87 +3.0%
139 YUM YUM BRANDS INC Consumer Cyclical 2,012.0 $322K 0.04% -118.0 -5.5% $159.86 -4.7%
140 FLS FLOWSERVE CORP Industrials 4,295.0 $318K 0.04% -6K -57.2% $74.15 +5.3%
Page 7 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%