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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 14 of 17  ·  328 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BA BOEING CO Industrials 1,531.0 $332K 0.05% -149.0 -8.9% $217.12 +2.6%
262 NSC NORFOLK SOUTHN CORP Industrials 1,131.0 $327K 0.05% $288.72 +3.9%
263 YUM YUM BRANDS INC Consumer Cyclical 2,130.0 $322K 0.05% $151.28 +0.5%
264 WPC WP CAREY INC Real Estate 4,892.0 $315K 0.05% $64.36 +10.7%
265 GEV GE VERNOVA INC Utilities 481.0 $314K 0.05% +35.0 +7.8% $653.57 +69.8%
266 OEF ISHARES TR 913.0 $313K 0.04% -5K -84.0% $342.97 +7.5%
267 IBDS ISHARES TR 12,820.0 $311K 0.04% NEW $24.28 -0.5%
268 MGV VANGUARD WORLD FD 2,168.0 $306K 0.04% +109.0 +5.3% $141.16 +15.0%
269 AEP AMERICAN ELEC PWR CO INC Utilities 2,647.0 $305K 0.04% +80.0 +3.1% $115.31 +10.7%
270 ISHARES TR 13,575.0 $305K 0.04% $22.47
271 ISHARES TR 13,575.0 $304K 0.04% $22.37
272 CEG CONSTELLATION ENERGY CORP Utilities 857.0 $303K 0.04% +92.0 +12.0% $353.27 -22.4%
273 SPYV SPDR SERIES TRUST 5,271.0 $299K 0.04% -4K -42.3% $56.81 +7.1%
274 PSC PRINCIPAL EXCHANGE TRADED FD 5,170.0 $298K 0.04% NEW $57.73 +17.6%
275 SPEM SPDR INDEX SHS FDS 6,363.0 $298K 0.04% +264.0 +4.3% $46.81 +13.4%
276 IEF ISHARES TR 3,069.0 $295K 0.04% $96.16 -1.9%
277 SPTM SPDR SERIES TRUST 3,527.0 $291K 0.04% -237.0 -6.3% $82.50 +10.2%
278 MA MASTERCARD INCORPORATED Financial Services 509.0 $291K 0.04% +24.0 +5.0% $570.88 -14.2%
279 IJS ISHARES TR 2,550.0 $290K 0.04% $113.71 +17.2%
280 ILCG ISHARES TR 2,758.0 $287K 0.04% +700.0 +34.0% $104.04 +12.6%
Page 14 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%