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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 13 of 19  ·  362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ITW ILLINOIS TOOL WKS INC Industrials 1,684.0 $455K 0.06% +41.0 +2.5% $270.47 +4.5%
242 VB VANGUARD INDEX FDS 1,478.0 $448K 0.06% -228.0 -13.4% $303.08 -0.1%
243 CI THE CIGNA GROUP Healthcare 1,620.0 $447K 0.06% -21.0 -1.3% $275.63 -0.4%
244 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,526.0 $443K 0.06% NEW $290.54 -6.9%
245 PII POLARIS INC Consumer Cyclical 6,455.0 $442K 0.06% $68.44 -5.9%
246 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,554.0 $438K 0.06% +473.0 +15.3% $123.10 +28.8%
247 PGR PROGRESSIVE CORP Financial Services 2,002.0 $437K 0.06% -123.0 -5.8% $218.45 +0.9%
248 AIZ ASSURANT INC Financial Services 1,623.0 $436K 0.06% NEW $268.52 +5.0%
249 AMAT APPLIED MATLS INC Technology 602.0 $435K 0.06% NEW $723.00 -31.4%
250 SYK STRYKER CORPORATION Healthcare 1,368.0 $431K 0.05% +124.0 +10.0% $314.77 +4.1%
251 SOXQ INVESCO EXCH TRADED FD TR II 3,840.0 $430K 0.05% $112.10 -17.1%
252 KMI KINDER MORGAN INC DEL Energy 13,326.0 $426K 0.05% -2K -10.9% $31.97 -1.1%
253 SPYG SPDR SERIES TRUST 3,547.0 $422K 0.05% NEW $118.99 +0.7%
254 BIV VANGUARD BD INDEX FDS 5,472.0 $420K 0.05% $76.70 -1.5%
255 DYNF BLACKROCK ETF TRUST 6,171.0 $420K 0.05% -75.0 -1.2% $68.01 +1.2%
256 IBDR ISHARES TR 17,115.0 $415K 0.05% +2K +13.2% $24.23 -0.1%
257 VTR VENTAS INC Real Estate 4,658.0 $414K 0.05% +25.0 +0.5% $88.80 +4.4%
258 MBB ISHARES TR 4,357.0 $412K 0.05% +413.0 +10.5% $94.51 -1.3%
259 FTA FIRST TR EXCHANGE-TRADED ALP 4,186.0 $405K 0.05% $96.79 +6.8%
260 VAW VANGUARD WORLD FD 1,729.0 $396K 0.05% -10.0 -0.6% $228.79 +2.5%
Page 13 of 19  ·  362 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%