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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 11 of 17  ·  328 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DUK DUKE ENERGY CORP NEW Utilities 4,314.0 $506K 0.07% -53.0 -1.2% $117.21 +5.7%
202 BLDR BUILDERS FIRSTSOURCE INC Industrials 4,859.0 $500K 0.07% -315.0 -6.1% $102.89 -21.7%
203 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,081.0 $499K 0.07% NEW $161.96 -17.3%
204 UTES ETFIS SER TR I 6,213.0 $491K 0.07% NEW $78.95 +4.1%
205 CIBR FIRST TR EXCHANGE TRADED FD 6,787.0 $485K 0.07% $71.45 +18.3%
206 PGR PROGRESSIVE CORP Financial Services 2,125.0 $484K 0.07% -26.0 -1.2% $227.72 -10.0%
207 SPDW SPDR INDEX SHS FDS 10,875.0 $483K 0.07% +325.0 +3.1% $44.41 +16.7%
208 DELL DELL TECHNOLOGIES INC Technology 3,814.0 $480K 0.07% $125.88 +225.3%
209 VHT VANGUARD WORLD FD 1,642.0 $473K 0.07% $287.88 -2.6%
210 NET CLOUDFLARE INC Technology 2,305.0 $454K 0.07% +469.0 +25.5% $197.15 +13.6%
211 CI THE CIGNA GROUP Healthcare 1,641.0 $452K 0.07% +116.0 +7.6% $275.23 +1.5%
212 J P MORGAN EXCHANGE TRADED F 8,926.0 $447K 0.07% $50.07
213 VB VANGUARD INDEX FDS 1,706.0 $440K 0.06% +47.0 +2.8% $257.95 +14.9%
214 SYK STRYKER CORPORATION Healthcare 1,244.0 $437K 0.06% -444.0 -26.3% $351.57 -12.4%
215 PFE PFIZER INC Healthcare 17,552.0 $437K 0.06% -259.0 -1.4% $24.90 +1.2%
216 FNX FIRST TR EXCHANGE-TRADED ALP 3,463.0 $436K 0.06% $125.99 +13.6%
217 FDX FEDEX CORP Industrials 1,501.0 $434K 0.06% $288.86 +12.9%
218 IJK ISHARES TR 4,464.0 $432K 0.06% $96.88 +19.4%
219 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 5,065.0 $427K 0.06% -54.0 -1.1% $84.36 -21.3%
220 BIV VANGUARD BD INDEX FDS 5,482.0 $427K 0.06% -273.0 -4.7% $77.88 -1.7%
Page 11 of 17  ·  328 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%