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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 8 of 19  ·  362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SPGM SPDR INDEX SHS FDS 11,940.0 $1.0M 0.13% $85.67 +1.9%
142 SO SOUTHERN CO Utilities 10,635.0 $1.0M 0.13% -612.0 -5.4% $95.71 -4.5%
143 EVTR MORGAN STANLEY ETF TRUST 19,633.0 $996K 0.13% +3K +15.3% $50.71 -1.1%
144 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,084.0 $995K 0.13% -465.0 -18.2% $477.52 -12.9%
145 SPYM SPDR SERIES TRUST 11,265.0 $990K 0.12% +727.0 +6.9% $87.88 +2.2%
146 MDYG SPDR SERIES TRUST 8,752.0 $981K 0.12% +300.0 +3.5% $112.09 -2.1%
147 JAAA JANUS DETROIT STR TR 19,419.0 $980K 0.12% -7K -27.0% $50.49 +0.3%
148 FDL FIRST TR EXCHANGE-TRADED FD 20,118.0 $979K 0.12% +11K +112.7% $48.66 +9.1%
149 UNH UNITEDHEALTH GROUP INC Healthcare 2,341.0 $973K 0.12% -2K -50.9% $415.56 -7.4%
150 EMR EMERSON ELEC CO Industrials 6,775.0 $970K 0.12% -78.0 -1.1% $143.15 +8.1%
151 MDYV SPDR SERIES TRUST 9,639.0 $914K 0.12% +542.0 +6.0% $94.85 +0.3%
152 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 965.0 $903K 0.11% -67.0 -6.5% $935.69 -0.2%
153 INTC INTEL CORP Technology 6,431.0 $898K 0.11% -330.0 -4.9% $139.63 -34.0%
154 MRK MERCK & CO INC Healthcare 6,862.0 $882K 0.11% -2K -22.9% $128.49 +16.2%
155 ACN ACCENTURE PLC IRELAND Technology 7,053.0 $878K 0.11% +3K +67.4% $124.44 +45.7%
156 FAST FASTENAL CO Industrials 18,081.0 $868K 0.11% +1K +6.0% $48.03 +5.5%
157 GS GOLDMAN SACHS GROUP INC Financial Services 838.0 $848K 0.11% -156.0 -15.7% $1011.36 -0.9%
158 QCOM QUALCOMM INC Technology 4,545.0 $840K 0.11% +258.0 +6.0% $184.77 -13.0%
159 ITOT ISHARES TR 5,079.0 $834K 0.11% -781.0 -13.3% $164.27 +1.8%
160 CL COLGATE PALMOLIVE CO Consumer Defensive 8,992.0 $824K 0.10% -757.0 -7.8% $91.68 -2.2%
Page 8 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%