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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 3 of 17  ·  328 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XOM EXXON MOBIL CORP Energy 32,999.0 $4.0M 0.58% -747.0 -2.2% $120.34 +14.5%
42 RSP INVESCO EXCHANGE TRADED FD T 20,629.0 $4.0M 0.57% +594.0 +3.0% $191.56 +9.6%
43 FEX FIRST TR EXCHANGE-TRADED ALP 31,817.0 $3.8M 0.55% +339.0 +1.1% $118.62 +16.3%
44 MO ALTRIA GROUP INC Consumer Defensive 64,748.0 $3.7M 0.54% +3K +4.0% $57.66 +19.9%
45 LLY ELI LILLY & CO Healthcare 3,472.0 $3.7M 0.54% -412.0 -10.6% $1074.91 +2.2%
46 FVD FIRST TR EXCHANGE-TRADED FD 79,352.0 $3.7M 0.53% -749.0 -0.9% $46.08 +2.9%
47 IJH ISHARES TR 54,847.0 $3.6M 0.53% -2K -2.8% $66.00 +14.8%
48 SYFI AB ACTIVE ETFS INC 99,614.0 $3.6M 0.52% +7K +7.9% $35.93 -0.6%
49 META META PLATFORMS INC Communication Services 5,367.0 $3.5M 0.52% -281.0 -5.0% $660.12 -12.6%
50 T AT&T INC Communication Services 133,773.0 $3.3M 0.48% -3K -2.2% $24.84 -11.4%
51 CRM SALESFORCE INC Technology 12,117.0 $3.2M 0.47% -136.0 -1.1% $264.91 -42.7%
52 GRID FIRST TR EXCHANGE TRADED FD 20,975.0 $3.2M 0.47% NEW $153.02 +27.2%
53 XNTK SPDR SERIES TRUST 11,066.0 $3.1M 0.45% -345.0 -3.0% $277.88 +38.8%
54 VBK VANGUARD INDEX FDS 9,924.0 $3.0M 0.43% +115.0 +1.2% $302.11 +18.0%
55 NOBL PROSHARES TR 28,720.0 $3.0M 0.43% -826.0 -2.8% $104.07 -47.2%
56 VOT VANGUARD INDEX FDS 10,377.0 $2.9M 0.42% +88.0 +0.9% $279.14 +9.7%
57 PWR QUANTA SVCS INC Industrials 6,680.0 $2.8M 0.41% +157.0 +2.4% $422.06 +66.4%
58 JNJ JOHNSON & JOHNSON Healthcare 13,493.0 $2.8M 0.41% +279.0 +2.1% $206.95 +10.4%
59 RECS COLUMBIA ETF TR I 67,450.0 $2.8M 0.40% +21K +45.4% $40.84 +5.9%
60 VFLO VICTORY PORTFOLIOS II 69,433.0 $2.7M 0.40% +2K +3.1% $39.38 +14.9%
Page 3 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%