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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 17 of 19  ·  362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 TWLO TWILIO INC Communication Services 1,292.0 $267K 0.03% -339.0 -20.8% $206.33 +6.6%
322 CSX CSX CORP Industrials 5,571.0 $265K 0.03% $47.53 +6.6%
323 SMDV PROSHARES TR 3,404.0 $262K 0.03% -86.0 -2.5% $77.03 -0.0%
324 LAMR LAMAR ADVERTISING CO Real Estate 1,680.0 $262K 0.03% -68.0 -3.9% $155.98 -1.3%
325 BMO BANK MONTREAL MEDIUM Financial Services 1,476.0 $261K 0.03% NEW $176.70 -0.5%
326 IWM ISHARES TR 850.0 $255K 0.03% NEW $300.45 -0.4%
327 VXUS VANGUARD STAR FDS 2,969.0 $254K 0.03% NEW $85.49 +1.6%
328 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 4,138.0 $251K 0.03% -927.0 -18.3% $60.67 +29.5%
329 NULG NUSHARES ETF TR 2,099.0 $246K 0.03% $117.06 -2.2%
330 WTAI WISDOMTREE TR 5,153.0 $245K 0.03% NEW $47.47 -13.8%
331 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,213.0 $243K 0.03% -100.0 -2.3% $57.61 +16.7%
332 LUV SOUTHWEST AIRLS CO Industrials 4,695.0 $241K 0.03% -3K -41.8% $51.42 -20.5%
333 VTEB VANGUARD MUN BD FDS 4,764.0 $241K 0.03% $50.58 -1.8%
334 JGRO J P MORGAN EXCHANGE TRADED F 2,438.0 $240K 0.03% $98.59 -4.6%
335 AKAM AKAMAI TECHNOLOGIES INC Technology 2,023.0 $239K 0.03% NEW $118.21 -5.9%
336 MGC VANGUARD WORLD FD 862.0 $236K 0.03% NEW $273.63 +2.6%
337 APOS APOLLO GLOBAL MGMT INC Financial Services 1,956.0 $231K 0.03% NEW $118.31 -78.4%
338 COWZ PACER FDS TR 3,720.0 $231K 0.03% -384.0 -9.4% $62.20 +14.6%
339 CVS CVS HEALTH CORP Healthcare 2,229.0 $231K 0.03% NEW $103.45 -9.9%
340 IBDT ISHARES TR 8,870.0 $224K 0.03% NEW $25.25 -0.2%
Page 17 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%