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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 31 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 REAL THE REALREAL INC Consumer Cyclical 48,994.0 $445K 0.00% +4K +8.2% $9.08 +1.5%
602 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 6,234.0 $444K 0.00% +518.0 +9.1% $71.22 -14.3%
603 CALF PACER FDS TR 9,878.0 $443K 0.00% +902.0 +10.1% $44.85 +4.4%
604 AFRM AFFIRM HLDGS INC Technology 9,615.0 $441K 0.00% +2K +34.2% $45.87 +39.0%
605 ARKK ARK ETF TR 6,425.0 $434K 0.00% +1K +27.4% $67.55 +10.8%
606 SOUTHSTATE BK CORP 4,660.0 $431K 0.00% +601.0 +14.8% $92.49
607 LEMB ISHARES INC 10,456.0 $427K 0.00% +426.0 +4.2% $40.84 +1.8%
608 BAP CREDICORP LTD Financial Services 1,241.0 $421K 0.00% +50.0 +4.2% $339.24 -10.4%
609 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 5,667.0 $411K 0.00% +225.0 +4.1% $72.53 +2.0%
610 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 3,673.0 $408K 0.00% +286.0 +8.4% $111.08 +9.9%
611 OWL BLUE OWL CAPITAL INC Financial Services 44,262.0 $404K 0.00% +23K +106.0% $9.13 +3.8%
612 CELH CELSIUS HLDGS INC Consumer Defensive 11,383.0 $404K 0.00% +656.0 +6.1% $35.49 -16.3%
613 LOB LIVE OAK BANCSHARES INC Financial Services 12,100.0 $400K 0.00% +101.0 +0.8% $33.06 +8.5%
614 FOCT FIRST TR EXCHNG TRADED FD VI 8,278.0 $395K 0.00% +157.0 +1.9% $47.72 +8.3%
615 URA GLOBAL X FDS 8,031.0 $389K 0.00% +3K +52.2% $48.44 +2.0%
616 AAON AAON INC Industrials 4,673.0 $387K 0.00% +299.0 +6.8% $82.82 +62.8%
617 FNOV FIRST TR EXCHNG TRADED FD VI 7,103.0 $379K 0.00% +142.0 +2.0% $53.36 +8.3%
618 HYLB DBX ETF TR 10,403.0 $376K 0.00% +343.0 +3.4% $36.14 +0.6%
619 HR HEALTHCARE RLTY TR Real Estate 22,081.0 $375K 0.00% +1K +5.0% $16.98 +20.2%
620 ST SENSATA TECHNOLOGIES HLDG PL Technology 10,651.0 $375K 0.00% +1K +12.5% $35.21 +37.3%
Page 31 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%