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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 6 of 17  ·  328 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 UNH UNITEDHEALTH GROUP INC Healthcare 4,771.0 $1.6M 0.23% -903.0 -15.9% $330.09 +21.5%
102 FELC FIDELITY COVINGTON TRUST 41,177.0 $1.6M 0.23% +6K +16.3% $38.17 +9.9%
103 ORCL ORACLE CORP Technology 7,908.0 $1.5M 0.22% +2K +35.7% $194.91 -5.4%
104 ABT ABBOTT LABS Healthcare 12,259.0 $1.5M 0.22% +520.0 +4.4% $125.29 -29.4%
105 LMT LOCKHEED MARTIN CORP Industrials 3,086.0 $1.5M 0.22% -108.0 -3.4% $483.78 +5.6%
106 WMT WALMART INC Consumer Defensive 13,242.0 $1.5M 0.21% -453.0 -3.3% $111.41 +5.2%
107 UTWO RBB FD INC 28,869.0 $1.4M 0.20% +938.0 +3.4% $48.57 -1.1%
108 BLK BLACKROCK INC Financial Services 1,310.0 $1.4M 0.20% -150.0 -10.3% $1069.97 -1.9%
109 JAAA JANUS DETROIT STR TR 26,599.0 $1.3M 0.20% -825.0 -3.0% $50.58 +0.1%
110 IEMG ISHARES INC 19,615.0 $1.3M 0.19% +921.0 +4.9% $67.22 +27.4%
111 CAT CATERPILLAR INC Industrials 2,262.0 $1.3M 0.19% -26.0 -1.1% $572.87 +72.1%
112 APH AMPHENOL CORP NEW Technology 9,565.0 $1.3M 0.19% $135.14 +21.3%
113 PNC PNC FINL SVCS GROUP INC Financial Services 6,189.0 $1.3M 0.19% $208.72 +11.2%
114 IYW ISHARES TR 6,402.0 $1.3M 0.19% -612.0 -8.7% $199.69 +27.0%
115 BINC BLACKROCK ETF TRUST II 23,840.0 $1.3M 0.18% -246.0 -1.0% $52.77 -0.9%
116 KO COCA COLA CO Consumer Defensive 17,759.0 $1.2M 0.18% +2K +14.0% $69.91 +13.6%
117 EFG ISHARES TR 10,758.0 $1.2M 0.18% -688.0 -6.0% $113.92 +9.8%
118 VO VANGUARD INDEX FDS 4,214.0 $1.2M 0.18% $290.22 -72.4%
119 NEE NEXTERA ENERGY INC Utilities 15,208.0 $1.2M 0.18% +789.0 +5.5% $80.28 +8.1%
120 DFAI DIMENSIONAL ETF TRUST 31,953.0 $1.2M 0.18% NEW $38.11 +10.1%
Page 6 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%