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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 13 of 17  ·  328 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 IBDR ISHARES TR 15,115.0 $366K 0.05% +3K +21.6% $24.23 -0.0%
242 USMV ISHARES TR 3,876.0 $365K 0.05% -423.0 -9.8% $94.16 +0.1%
243 DVY ISHARES TR 2,583.0 $365K 0.05% $141.14 +8.6%
244 REGL PROSHARES TR 4,310.0 $363K 0.05% -150.0 -3.4% $84.23 +6.9%
245 MMM 3M CO Industrials 2,255.0 $361K 0.05% $160.10 +0.3%
246 VAW VANGUARD WORLD FD 1,739.0 $361K 0.05% +10.0 +0.6% $207.55 +12.9%
247 FTA FIRST TR EXCHANGE-TRADED ALP 4,186.0 $361K 0.05% $86.14 +10.3%
248 VTR VENTAS INC Real Estate 4,633.0 $359K 0.05% $77.38 +5.5%
249 VST VISTRA CORP Utilities 2,221.0 $358K 0.05% -16.0 -0.7% $161.33 +1.5%
250 IWV ISHARES TR 921.0 $356K 0.05% -50.0 -5.2% $386.77 +9.9%
251 AGG ISHARES TR 3,534.0 $353K 0.05% -861.0 -19.6% $99.89 -1.0%
252 ENB ENBRIDGE INC Energy 7,272.0 $348K 0.05% +141.0 +2.0% $47.83 +14.1%
253 FNF FIDELITY NATIONAL FINANCIAL Financial Services 6,364.0 $347K 0.05% -183.0 -2.8% $54.59 -14.2%
254 IJJ ISHARES TR 2,618.0 $345K 0.05% $131.59 +10.0%
255 VLO VALERO ENERGY CORP Energy 2,104.0 $343K 0.05% $162.79 +45.2%
256 WAT WATERS CORP Healthcare 900.0 $342K 0.05% $379.83 -6.4%
257 ADI ANALOG DEVICES INC Technology 1,256.0 $341K 0.05% -11.0 -0.9% $271.20 +60.2%
258 CGGO CAPITAL GROUP GBL GROWTH EQT 9,702.0 $336K 0.05% -3K -22.9% $34.65 +22.5%
259 EPD ENTERPRISE PRODS PARTNERS L Energy 10,423.0 $334K 0.05% $32.06 +14.2%
260 LUV SOUTHWEST AIRLS CO Industrials 8,066.0 $333K 0.05% $41.33 +16.1%
Page 13 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%