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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 9 of 17  ·  328 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MDYG SPDR SERIES TRUST 8,452.0 $781K 0.11% +678.0 +8.7% $92.44 +19.6%
162 BILS SPDR SERIES TRUST 7,839.0 $778K 0.11% -128.0 -1.6% $99.22 +0.1%
163 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 2,549.0 $775K 0.11% +144.0 +6.0% $303.94 +52.0%
164 CL COLGATE PALMOLIVE CO Consumer Defensive 9,749.0 $770K 0.11% -4K -29.4% $79.02 +13.2%
165 MDYV SPDR SERIES TRUST 9,097.0 $770K 0.11% +743.0 +8.9% $84.65 +10.4%
166 DFAC DIMENSIONAL ETF TRUST 19,298.0 $764K 0.11% $39.59 +11.6%
167 AXP AMERICAN EXPRESS CO Financial Services 2,017.0 $746K 0.11% $369.98 -8.6%
168 EQRR PROSHARES TR 11,427.0 $735K 0.11% $64.36 +25.8%
169 QCOM QUALCOMM INC Technology 4,287.0 $733K 0.11% +403.0 +10.4% $171.06 +32.2%
170 XLY SELECT SECTOR SPDR TR 6,116.0 $730K 0.11% +3K +100.0% $119.41 -1.9%
171 XBIL RBB FD INC 14,580.0 $730K 0.11% -140.0 -0.9% $50.07 +0.1%
172 VNQ VANGUARD INDEX FDS 8,128.0 $719K 0.10% +2K +28.6% $88.49 +8.0%
173 FLS FLOWSERVE CORP Industrials 10,043.0 $697K 0.10% -74.0 -0.7% $69.38 +17.8%
174 FAST FASTENAL CO Industrials 17,052.0 $684K 0.10% +541.0 +3.3% $40.13 +14.4%
175 GLD SPDR GOLD TR Financial Services 1,703.0 $675K 0.10% +57.0 +3.5% $396.31 -2.3%
176 TJX TJX COS INC NEW Consumer Cyclical 4,356.0 $669K 0.10% $153.61 +6.6%
177 SMH VANECK ETF TRUST 1,840.0 $663K 0.10% NEW $360.14 +83.2%
178 GD GENERAL DYNAMICS CORP Industrials 1,939.0 $653K 0.10% -41.0 -2.1% $336.66 +4.0%
179 CGBL CAPITAL GROUP CORE BALANCED 18,100.0 $639K 0.09% $35.33 +7.7%
180 MDT MEDTRONIC PLC Healthcare 6,620.0 $636K 0.09% +1K +21.4% $96.06 -17.4%
Page 9 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%