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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 5 of 17  ·  328 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 USB US BANCORP DEL Financial Services 36,110.0 $1.9M 0.28% -6K -15.2% $53.36 +9.0%
82 RTX RTX CORPORATION Industrials 10,392.0 $1.9M 0.28% -307.0 -2.9% $183.40 +1.2%
83 AMGN AMGEN INC Healthcare 5,820.0 $1.9M 0.28% $327.33 +3.1%
84 DIS DISNEY WALT CO Communication Services 16,483.0 $1.9M 0.27% NEW $113.77 -8.7%
85 MCD MCDONALDS CORP Consumer Cyclical 6,040.0 $1.8M 0.27% +144.0 +2.4% $305.62 -8.8%
86 HON HONEYWELL INTL INC Industrials 9,300.0 $1.8M 0.26% -385.0 -4.0% $195.09 +17.4%
87 V VISA INC Financial Services 5,135.0 $1.8M 0.26% +103.0 +2.0% $350.75 -6.7%
88 ISRG INTUITIVE SURGICAL INC Healthcare 3,176.0 $1.8M 0.26% +88.0 +2.9% $566.36 -28.2%
89 CSCO CISCO SYS INC Technology 23,200.0 $1.8M 0.26% -1K -4.5% $77.03 +55.2%
90 CGUS CAPITAL GROUP CORE EQUITY ET 42,990.0 $1.7M 0.25% +607.0 +1.4% $40.23 +10.1%
91 PANW PALO ALTO NETWORKS INC Technology 9,332.0 $1.7M 0.25% +203.0 +2.2% $184.20 +56.2%
92 AMD ADVANCED MICRO DEVICES INC Technology 7,900.0 $1.7M 0.25% +560.0 +7.6% $214.16 +150.9%
93 SPY SPDR S&P 500 ETF TR Financial Services 2,477.0 $1.7M 0.24% -5K -66.7% $681.92 +9.5%
94 MS MORGAN STANLEY Financial Services 9,493.0 $1.7M 0.24% $177.53 +25.7%
95 AAXJ ISHARES TR 17,894.0 $1.7M 0.24% -1K -5.9% $93.12 +32.4%
96 XLK SELECT SECTOR SPDR TR 11,544.0 $1.7M 0.24% +6K +100.0% $143.97 +33.0%
97 ASTS AST SPACEMOBILE INC Technology 22,700.0 $1.6M 0.24% NEW $72.63 +11.1%
98 CALF PACER FDS TR 37,109.0 $1.6M 0.24% -9K -19.9% $44.37 +10.9%
99 RFG INVESCO EXCHANGE TRADED FD T 30,585.0 $1.6M 0.23% +515.0 +1.7% $52.44 +22.1%
100 DLN WISDOMTREE TR 18,094.0 $1.6M 0.23% -233.0 -1.3% $88.08 +9.2%
Page 5 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%