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Portfolio (Quarterly) Guide ↗

PARK AVENUE SECURITIES LLC

· CIK 0001071640
13F Portfolio $12.8B AUM 1,517 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 251 New 686 Added 515 Reduced 227 Exited
Page 27 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 HPQ HP INC Technology 34,439.0 $662K 0.01% +2K +4.9% $19.22 +8.3%
522 RS RELIANCE INC Basic Materials 2,172.0 $660K 0.01% +87.0 +4.2% $303.87 +19.0%
523 CHRD CHORD ENERGY CORPORATION Energy 4,627.0 $658K 0.01% +836.0 +22.1% $142.21 +5.2%
524 VLT INVESCO HIGH INCOME TR II Financial Services 64,068.0 $647K 0.01% +2K +3.5% $10.10 +1.0%
525 ESML ISHARES TR 13,753.0 $647K 0.01% +161.0 +1.2% $47.04 +8.2%
526 VOD VODAFONE GROUP PLC Communication Services 42,612.0 $640K 0.01% +7K +20.6% $15.02 -2.3%
527 MMSI MERIT MED SYS INC Healthcare 9,257.0 $638K 0.01% +698.0 +8.2% $68.92 -11.0%
528 SUSL ISHARES TR 5,602.0 $636K 0.01% +97.0 +1.8% $113.53 +15.2%
529 SMURFIT WESTROCK PLC 15,857.0 $632K 0.01% +2K +12.3% $39.86
530 FHN FIRST HORIZON CORPORATION Financial Services 27,708.0 $631K 0.01% +15K +119.9% $22.77 +3.5%
531 QGRW WISDOMTREE TR 11,791.0 $630K 0.01% +138.0 +1.2% $53.43 +21.1%
532 BLOCK INC 10,474.0 $630K 0.01% +1K +15.1% $60.15
533 CVCO CAVCO INDS INC DEL Consumer Cyclical 1,286.0 $623K 0.01% +43.0 +3.5% $484.45 -5.9%
534 SMG SCOTTS MIRACLE-GRO CO Basic Materials 10,251.0 $623K 0.01% +1K +16.0% $60.77 -6.8%
535 HST HOST HOTELS & RESORTS INC Real Estate 32,104.0 $615K 0.01% +3K +9.0% $19.16 +11.6%
536 INTA INTAPP INC Technology 23,881.0 $614K 0.01% +3K +15.9% $25.71 -18.4%
537 COIN COINBASE GLOBAL INC Financial Services 3,497.0 $611K 0.01% +153.0 +4.6% $174.72 +8.4%
538 EXEL EXELIXIS INC Healthcare 14,134.0 $606K 0.01% +5K +63.3% $42.88 +16.9%
539 GLPI GAMING & LEISURE P Real Estate 13,595.0 $603K 0.01% +3K +29.1% $44.35 +4.6%
540 BLDR BUILDERS FIRSTSOURCE INC Industrials 7,296.0 $601K 0.01% +233.0 +3.3% $82.37 -14.8%
Page 27 of 35  ·  686 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 30.4%
Financial Services 17.4%
Industrials 10.8%
Healthcare 9.6%
Consumer Cyclical 9.2%
Communication Services 8.1%
Consumer Defensive 4.4%
Energy 3.9%
Utilities 2.5%
Basic Materials 1.9%