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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 7 of 17  ·  328 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DIVB ISHARES TR 22,746.0 $1.2M 0.18% -9K -29.0% $53.15 +14.5%
122 DGRW WISDOMTREE TR 13,366.0 $1.2M 0.17% -49K -78.7% $89.43 +7.2%
123 IMCG ISHARES TR 14,922.0 $1.2M 0.17% $79.84 +21.5%
124 ACN ACCENTURE PLC IRELAND Technology 4,214.0 $1.1M 0.16% -331.0 -7.3% $268.32 -52.3%
125 IOO ISHARES TR 8,752.0 $1.1M 0.16% -299.0 -3.3% $126.67 +9.8%
126 UPS UNITED PARCEL SERVICE INC Industrials 10,652.0 $1.1M 0.15% +105.0 +1.0% $99.19 +5.7%
127 MU MICRON TECHNOLOGY INC Technology 3,674.0 $1.0M 0.15% +707.0 +23.8% $285.40 +297.3%
128 PWRD TCW ETF TRUST 10,855.0 $1.0M 0.15% +2K +17.6% $96.16 +25.1%
129 VTV VANGUARD INDEX FDS 5,423.0 $1.0M 0.15% +184.0 +3.5% $190.99 +13.4%
130 MPWR MONOLITHIC PWR SYS INC Technology 1,131.0 $1.0M 0.15% +118.0 +11.7% $906.41 +72.5%
131 MOAT VANECK ETF TRUST 9,890.0 $1.0M 0.15% -465.0 -4.5% $103.56 -1.4%
132 ETN EATON CORP PLC Industrials 3,115.0 $992K 0.14% -274.0 -8.1% $318.53 +32.4%
133 TXN TEXAS INSTRS INC Technology 5,711.0 $991K 0.14% -682.0 -10.7% $173.49 +86.1%
134 SO SOUTHERN CO Utilities 11,247.0 $981K 0.14% -196.0 -1.7% $87.20 +6.8%
135 CMI CUMMINS INC Industrials 1,880.0 $960K 0.14% $510.45 +40.4%
136 ZTS ZOETIS INC Healthcare 7,567.0 $952K 0.14% +272.0 +3.7% $125.83 -37.4%
137 VLUE ISHARES TR 6,925.0 $947K 0.14% -781.0 -10.1% $136.72 +46.2%
138 MRK MERCK & CO INC Healthcare 8,903.0 $937K 0.14% -451.0 -4.8% $105.26 +8.2%
139 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 3,836.0 $931K 0.14% +2K +89.8% $242.82 -2.8%
140 CVX CHEVRON CORP NEW Energy 6,077.0 $926K 0.14% +80.0 +1.3% $152.41 +13.9%
Page 7 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%