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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 10 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Status
181 GTLB GITLAB INC Technology 7,354 $276K 0.00% SOLD
182 PAAS PAN AMERN SILVER CORP Basic Materials 5,264 $273K 0.00% SOLD
183 NTNX NUTANIX INC Technology 5,224 $270K 0.00% SOLD
184 CWAN CLEARWATER ANALYTICS HLDGS I Technology 11,113 $268K 0.00% SOLD
185 AGZD WISDOMTREE TR 11,927 $268K 0.00% SOLD
186 LGND LIGAND PHARMACEUTICALS INC Healthcare 1,402 $265K 0.00% SOLD
187 EQH EQUITABLE HLDGS INC Financial Services 5,520 $263K 0.00% SOLD
188 FLUTTER ENTMT PLC 1,202 $258K 0.00% SOLD
189 CHWY CHEWY INC Consumer Cyclical 7,754 $256K 0.00% SOLD
190 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 3,607 $254K 0.00% SOLD
191 EPR EPR PPTYS Real Estate 5,019 $250K 0.00% SOLD
192 KVYO KLAVIYO INC Technology 7,637 $248K 0.00% SOLD
193 HOLOGIC INC 3,314 $247K 0.00% SOLD
194 CUK CARNIVAL PLC Consumer Cyclical 8,072 $245K 0.00% SOLD
195 FETH FIDELITY ETHEREUM FD Financial Services 8,171 $242K 0.00% SOLD
196 ALKT ALKAMI TECHNOLOGY INC Technology 10,376 $239K 0.00% SOLD
197 MPLX MPLX LP Energy 4,450 $237K 0.00% SOLD
198 LITE LUMENTUM HLDGS INC Technology 627 $231K 0.00% SOLD
199 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 19,112 $230K 0.00% SOLD
200 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 2,686 $227K 0.00% SOLD
Page 10 of 12  ·  227 positions
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%