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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 4 of 17  ·  328 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PH PARKER-HANNIFIN CORP Industrials 2,979.0 $2.6M 0.38% +65.0 +2.2% $878.97 +8.5%
62 RDVI FIRST TR EXCHANGE-TRADED FD 99,423.0 $2.6M 0.38% +11K +12.5% $26.24 +10.0%
63 LRCX LAM RESEARCH CORP Technology 15,209.0 $2.6M 0.38% $171.18 +127.3%
64 GOOG ALPHABET INC Communication Services 7,885.0 $2.5M 0.36% -713.0 -8.3% $313.79 +17.1%
65 TMO THERMO FISHER SCIENTIFIC INC Healthcare 4,263.0 $2.5M 0.36% $579.41 -19.8%
66 HD HOME DEPOT INC Consumer Cyclical 7,175.0 $2.5M 0.36% +78.0 +1.1% $344.10 -2.9%
67 VUG VANGUARD INDEX FDS 4,880.0 $2.4M 0.35% +38.0 +0.8% $487.89 -82.2%
68 FLXR TCW ETF TRUST 59,818.0 $2.4M 0.34% +11K +21.5% $39.60 -1.2%
69 C CITIGROUP INC Financial Services 20,299.0 $2.4M 0.34% -2K -7.3% $116.69 +22.6%
70 BAC BANK AMERICA CORP Financial Services 42,983.0 $2.4M 0.34% -956.0 -2.2% $55.00 +2.2%
71 CGCB CAPITAL GRP FIXED INCM ETF T 86,629.0 $2.3M 0.33% +12K +16.1% $26.52 -1.1%
72 IVW ISHARES TR 18,575.0 $2.3M 0.33% -10K -35.4% $123.26 +11.9%
73 MSTR STRATEGY INC Technology 14,994.0 $2.3M 0.33% +79.0 +0.5% $151.95 -25.9%
74 ABBV ABBVIE INC Healthcare 9,591.0 $2.2M 0.32% +771.0 +8.7% $228.50 -5.3%
75 F FORD MTR CO Consumer Cyclical 164,982.0 $2.2M 0.31% -9K -5.1% $13.12 +7.2%
76 QGRO AMERICAN CENTY ETF TR 18,502.0 $2.1M 0.31% -7K -27.3% $114.52 +2.6%
77 ASML ASML HOLDING N V Technology 1,899.0 $2.0M 0.29% +145.0 +8.3% $1069.98 +80.3%
78 QGRW WISDOMTREE TR 33,594.0 $2.0M 0.29% +26K +339.2% $58.67 +12.9%
79 VTI VANGUARD INDEX FDS 5,817.0 $2.0M 0.28% -824.0 -12.4% $335.25 +10.4%
80 BX BLACKSTONE INC Financial Services 12,595.0 $1.9M 0.28% -636.0 -4.8% $154.14 -19.7%
Page 4 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%