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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 14 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SJM SMUCKER J M CO Consumer Defensive 2,178.0 $245K 0.00% NEW $112.49 +4.7%
262 FXL FIRST TR EXCHANGE-TRADED FD 1,121.0 $244K 0.00% NEW $217.66 +3.0%
263 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 1,897.0 $244K 0.00% NEW $128.62 -3.5%
264 XHR XENIA HOTELS & RESORTS INC Real Estate 12,003.0 $244K 0.00% NEW $20.33 -6.2%
265 CGSM CAPITAL GRP FIXED INCM ETF T 9,168.0 $242K 0.00% NEW $26.40 -0.4%
266 MAA MID-AMER APT CMNTYS INC Real Estate 1,742.0 $242K 0.00% NEW $138.92 -5.6%
267 XRT SPDR SERIES TRUST 2,746.0 $241K 0.00% NEW $87.76 -0.3%
268 NTNX NUTANIX INC Technology 4,711.0 $240K 0.00% NEW $50.94 +28.9%
269 BRC BRADY CORP Industrials 2,601.0 $238K 0.00% NEW $91.50 +3.0%
270 BUG GLOBAL X FDS 6,175.0 $236K 0.00% NEW $38.22 +9.6%
271 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 3,933.0 $233K 0.00% NEW $59.24 -4.4%
272 DINO HF SINCLAIR CORP Energy 3,340.0 $233K 0.00% NEW $69.76 +36.2%
273 IDHQ INVESCO EXCH TRADED FD TR II 5,292.0 $231K 0.00% NEW $43.65 +4.7%
274 MTRN MATERION CORP Basic Materials 776.0 $231K 0.00% NEW $297.68 -3.3%
275 MSDL MORGAN STANLEY DIRECT LENDIN Financial Services 15,254.0 $231K 0.00% NEW $15.14 +1.4%
276 TFLR T ROWE PRICE EXCHANGE-TRADED 4,580.0 $231K 0.00% NEW $50.44 +0.6%
277 AOR ISHARES TR 3,314.0 $230K 0.00% NEW $69.40 +1.0%
278 FLBL FRANKLIN TEMPLETON ETF TR 9,934.0 $228K 0.00% NEW $22.95 +0.6%
279 ONB OLD NATL BANCORP IND Financial Services 8,785.0 $228K 0.00% NEW $25.95 +4.3%
280 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 9,271.0 $227K 0.00% NEW $24.48 -0.4%
Page 14 of 17  ·  331 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%