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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 3 of 19  ·  362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PG PROCTER & GAMBLE CO Consumer Defensive 31,853.0 $4.7M 0.59% -458.0 -1.4% $146.64 -1.5%
42 AVGO BROADCOM INC Technology 12,198.0 $4.6M 0.58% -3K -17.6% $377.76 -4.0%
43 RSP INVESCO EXCHANGE TRADED FD T 21,117.0 $4.5M 0.57% +488.0 +2.4% $212.77 +4.4%
44 MO ALTRIA GROUP INC Consumer Defensive 62,196.0 $4.5M 0.57% -3K -3.9% $71.95 -8.2%
45 FTCS FIRST TR EXCHANGE-TRADED FD 47,012.0 $4.4M 0.56% -5K -8.7% $93.92 +8.5%
46 FEX FIRST TR EXCHANGE-TRADED ALP 30,188.0 $4.2M 0.53% -2K -5.1% $139.88 +0.3%
47 IJH ISHARES TR 52,526.0 $4.1M 0.51% -2K -4.2% $77.11 -0.1%
48 PWRD TCW ETF TRUST 32,757.0 $4.0M 0.51% +22K +201.8% $122.96 -11.6%
49 ASML ASML HLDG NV Technology 1,990.0 $4.0M 0.50% +91.0 +4.8% $1988.99 -11.9%
50 VFLO VICTORY PORTFOLIOS II 85,126.0 $3.9M 0.49% +16K +22.6% $45.75 +20.4%
51 IEFA ISHARES TR 39,510.0 $3.8M 0.48% NEW $96.58 +4.0%
52 XNTK SPDR SERIES TRUST 9,562.0 $3.7M 0.47% -2K -13.6% $390.65 -8.6%
53 VOE VANGUARD INDEX FDS 18,771.0 $3.7M 0.47% -20K -51.5% $197.60 +5.8%
54 FVD FIRST TR EXCHANGE-TRADED FD 76,225.0 $3.7M 0.46% -3K -3.9% $48.18 +5.5%
55 XOM EXXON MOBIL CORP Energy 26,799.0 $3.7M 0.46% -6K -18.8% $136.72 +20.5%
56 VBK VANGUARD INDEX FDS 9,838.0 $3.6M 0.46% -86.0 -0.9% $365.70 -1.5%
57 PANW PALO ALTO NETWORKS INC Technology 10,287.0 $3.5M 0.44% +955.0 +10.2% $341.02 +5.5%
58 LLY ELI LILLY & CO Healthcare 2,871.0 $3.4M 0.44% -601.0 -17.3% $1199.46 +6.8%
59 JNJ JOHNSON & JOHNSON Healthcare 13,304.0 $3.4M 0.43% -189.0 -1.4% $253.97 +7.7%
60 ESGU ISHARES TR 20,065.0 $3.3M 0.41% NEW $163.67 +2.9%
Page 3 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%