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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 7 of 19  ·  362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IMCG ISHARES TR 12,803.0 $1.3M 0.16% -2K -14.2% $98.30 -1.2%
122 ORCL ORACLE CORP Technology 8,587.0 $1.3M 0.16% +679.0 +8.6% $146.54 -3.0%
123 MELI MERCADOLIBRE INC Consumer Cyclical 731.0 $1.2M 0.16% NEW $1697.38 +12.7%
124 VTV VANGUARD INDEX FDS 5,685.0 $1.2M 0.16% +262.0 +4.8% $217.93 +3.6%
125 CVX CHEVRON CORPORATION Energy 7,418.0 $1.2M 0.16% +1K +22.1% $165.76 +24.7%
126 VLUE ISHARES TR 6,053.0 $1.2M 0.15% -872.0 -12.6% $199.82 +0.7%
127 IOO ISHARES TR 8,695.0 $1.2M 0.15% -57.0 -0.7% $136.60 +5.0%
128 CALF PACER FDS TR 22,793.0 $1.2M 0.15% -14K -38.6% $50.61 +13.2%
129 CRWD CROWDSTRIKE HLDGS INC Technology 1,492.0 $1.1M 0.14% -372.0 -20.0% $190.79 -0.0%
130 ABT ABBOTT LABORATORIES Healthcare 12,529.0 $1.1M 0.14% +270.0 +2.2% $90.74 +26.4%
131 DELL DELL TECHNOLOGIES INC Technology 2,583.0 $1.1M 0.14% -1K -32.3% $431.46 +0.6%
132 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 4,194.0 $1.1M 0.14% +358.0 +9.3% $263.26 +37.1%
133 OPPJ WISDOMTREE TR 19,018.0 $1.1M 0.14% NEW $57.67 -2.0%
134 LIN LINDE PLC Basic Materials 2,069.0 $1.1M 0.14% $518.99 -7.5%
135 BX BLACKSTONE INC Financial Services 9,103.0 $1.1M 0.14% -3K -27.7% $117.66 +20.9%
136 LMT LOCKHEED MARTIN CORP Industrials 2,100.0 $1.1M 0.14% -986.0 -31.9% $509.57 +12.7%
137 OBIL RBB FD INC 21,273.0 $1.1M 0.13% NEW $49.98 +0.3%
138 CMI CUMMINS INC Industrials 1,481.0 $1.1M 0.13% -399.0 -21.2% $713.21 -16.8%
139 URI UNITED RENTALS INC Industrials 932.0 $1.1M 0.13% -41.0 -4.2% $1132.98 -2.9%
140 MOAT VANECK ETF TRUST 9,849.0 $1.0M 0.13% $103.96 +9.3%
Page 7 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%