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Portfolio (Quarterly) Guide ↗

PARK AVENUE SECURITIES LLC

· CIK 0001071640
13F Portfolio $16.0B AUM 1,776 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 331 New 730 Added 627 Reduced 72 Exited
Page 12 of 37  ·  730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SHOP SHOPIFY INC Technology 38,319.0 $4.4M 0.03% +4K +11.3% $114.17 +28.7%
222 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 15,982.0 $4.3M 0.03% +8K +97.0% $271.93 -10.0%
223 DHI D R HORTON INC Consumer Cyclical 26,571.0 $4.3M 0.03% +1K +5.0% $162.88 -10.2%
224 BLACKROCK ETF TRUST II 86,870.0 $4.3M 0.03% +2K +2.5% $49.80
225 SRLN SSGA ACTIVE ETF TR 106,808.0 $4.3M 0.03% +11K +11.4% $40.29 +0.6%
226 JEPI J P MORGAN EXCHANGE TRADED F 75,536.0 $4.3M 0.03% +7K +10.2% $56.48 +2.5%
227 EW EDWARDS LIFESCIENCES CORP Healthcare 47,077.0 $4.3M 0.03% +38K +433.5% $90.47 +1.2%
228 EOG EOG RES INC Energy 32,639.0 $4.2M 0.03% +340.0 +1.1% $129.72 +14.4%
229 SO SOUTHERN CO Utilities 43,388.0 $4.2M 0.03% +2K +3.7% $95.72 -3.3%
230 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 206,495.0 $4.1M 0.03% +21K +11.3% $19.89 +14.2%
231 CGGO CAPITAL GROUP GBL GROWTH EQT 96,997.0 $4.1M 0.03% +19K +24.8% $42.33 -4.0%
232 EMR EMERSON ELEC CO Industrials 28,272.0 $4.0M 0.03% +10K +54.7% $143.15 +10.8%
233 ISHARES TR 177,908.0 $4.0M 0.03% +10K +6.1% $22.70
234 BOTZ GLOBAL X FDS 106,358.0 $4.0M 0.03% +15K +16.1% $37.94 -3.4%
235 DFIP DIMENSIONAL ETF TRUST 97,723.0 $4.0M 0.03% +19K +24.1% $41.26 -2.4%
236 BLV VANGUARD BD INDEX FDS 58,466.0 $4.0M 0.03% +25K +76.8% $68.93 -4.8%
237 EMHC SPDR SERIES TRUST 157,438.0 $4.0M 0.03% +9K +5.7% $25.44 -2.2%
238 RWO SPDR INDEX SHS FDS 80,259.0 $4.0M 0.03% +3K +3.3% $49.71 +1.1%
239 VTWO VANGUARD SCOTTSDALE FDS 32,857.0 $4.0M 0.03% +2K +5.0% $121.40 +0.1%
240 CSX CSX CORP Industrials 83,665.0 $4.0M 0.03% +659.0 +0.8% $47.53 +5.8%
Page 12 of 37  ·  730 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 32.8%
Financial Services 19.6%
Industrials 10.9%
Consumer Cyclical 8.0%
Healthcare 7.9%
Communication Services 7.6%
Consumer Defensive 4.0%
Energy 3.3%
Utilities 2.6%
Real Estate 1.7%