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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 15 of 19  ·  362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 IBDS ISHARES TR 14,320.0 $347K 0.04% +2K +11.7% $24.22 -0.1%
282 IGSB ISHARES TR 6,596.0 $346K 0.04% -1K -13.9% $52.41 -0.5%
283 WAT WATERS CORP Healthcare 916.0 $344K 0.04% +16.0 +1.8% $375.04 +7.9%
284 SPEM SPDR INDEX SHS FDS 6,560.0 $340K 0.04% +197.0 +3.1% $51.78 +0.5%
285 WM WASTE MGMT INC DEL Industrials 1,513.0 $337K 0.04% -907.0 -37.5% $222.88 +0.9%
286 EME EMCOR GROUP INC Industrials 401.0 $333K 0.04% +2.0 +0.5% $829.88 -5.1%
287 AGG ISHARES TR 3,350.0 $332K 0.04% -184.0 -5.2% $98.99 -1.5%
288 CGGO CAPITAL GROUP GBL GROWTH EQT 7,741.0 $328K 0.04% -2K -20.2% $42.33 -4.3%
289 OEF ISHARES TR 886.0 $324K 0.04% -27.0 -3.0% $365.87 +2.9%
290 ILCG ISHARES TR 2,758.0 $323K 0.04% $117.02 -2.2%
291 YUM YUM BRANDS INC Consumer Cyclical 2,012.0 $322K 0.04% -118.0 -5.5% $159.86 -4.7%
292 ISHARES TR 14,240.0 $319K 0.04% +665.0 +4.9% $22.37
293 FLS FLOWSERVE CORP Industrials 4,295.0 $318K 0.04% -6K -57.2% $74.15 +5.3%
294 KHC KRAFT HEINZ CO Consumer Defensive 13,406.0 $317K 0.04% NEW $23.62 +8.4%
295 ISHARES TR 14,240.0 $315K 0.04% +665.0 +4.9% $22.14
296 IJS ISHARES TR 2,302.0 $315K 0.04% -248.0 -9.7% $136.69 +0.6%
297 GLW CORNING INC Technology 1,211.0 $309K 0.04% NEW $255.43 -40.7%
298 IWP ISHARES TR 2,066.0 $302K 0.04% $146.41 -2.9%
299 IEF ISHARES TR 3,183.0 $301K 0.04% +114.0 +3.7% $94.57 -1.7%
300 XLE SELECT SECTOR SPDR TR 5,623.0 $299K 0.04% +727.0 +14.8% $53.11 +20.0%
Page 15 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%