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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 16 of 19  ·  362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ESGE ISHARES INC 5,453.0 $298K 0.04% -747.0 -12.1% $54.69 -2.3%
302 IYW ISHARES TR 1,182.0 $298K 0.04% -5K -81.5% $252.14 -2.0%
303 XBI SPDR SERIES TRUST 1,830.0 $290K 0.04% $158.25 +4.4%
304 FORTINET INC 1,879.0 $289K 0.04% NEW $153.62
305 CIBR FIRST TR EXCHANGE-TRADED FD 3,200.0 $288K 0.04% -4K -52.9% $89.85 +4.6%
306 UNM UNUM GROUP Financial Services 3,194.0 $286K 0.04% $89.40 -2.2%
307 TIP ISHARES TR 2,604.0 $285K 0.04% NEW $109.44 -2.0%
308 HUM HUMANA INC Healthcare 710.0 $282K 0.04% NEW $397.17 -4.1%
309 NSC NORFOLK SOUTHN CORP Industrials 892.0 $281K 0.04% -239.0 -21.1% $314.59 +11.8%
310 TUA SIMPLIFY EXCHANGE TRADED FUN 13,636.0 $279K 0.04% NEW $20.43 +0.2%
311 FNF FIDELITY NATL FINL INC Financial Services 5,871.0 $277K 0.04% -493.0 -7.8% $47.16 +1.3%
312 HEI HEICO CORP NEW Industrials 775.0 $276K 0.04% $356.19 +0.9%
313 ARKK ARK ETF TR 3,408.0 $275K 0.04% +27.0 +0.8% $80.82 +3.9%
314 GILD GILEAD SCIENCES INC Healthcare 2,175.0 $275K 0.04% -75.0 -3.3% $126.35 +15.4%
315 HUBB HUBBELL INC Industrials 525.0 $275K 0.04% $523.20 -9.1%
316 BROWN FORMAN CORP 9,992.0 $273K 0.04% $27.36
317 VRTX VERTEX PHARMACEUTICALS INC Healthcare 549.0 $273K 0.03% -64.0 -10.4% $496.73 +10.3%
318 XSOE WISDOMTREE TR 5,537.0 $272K 0.03% -128.0 -2.3% $49.18 -3.9%
319 NFLX NETFLIX INC. Communication Services 3,806.0 $272K 0.03% -2K -38.5% $71.40 +12.2%
320 NUE NUCOR CORP Basic Materials 1,206.0 $269K 0.03% NEW $222.75 +9.5%
Page 16 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%