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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 15 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 VMI VALMONT INDS INC Industrials 393.0 $227K 0.00% NEW $577.61 -12.3%
282 RACE FERRARI N V Consumer Cyclical 606.0 $225K 0.00% NEW $371.29 +12.3%
283 BELFB BEL FUSE INC Technology 674.0 $224K 0.00% NEW $332.34 -10.4%
284 INSW INTERNATIONAL SEAWAYS INC Energy 2,919.0 $224K 0.00% NEW $76.74 +28.2%
285 GRC GORMAN RUPP CO Industrials 2,426.0 $223K 0.00% NEW $91.92 -12.3%
286 FRT FEDERAL RLTY INVT TR NEW Real Estate 1,788.0 $221K 0.00% NEW $123.60 -4.5%
287 IONQ IONQ INC Technology 4,149.0 $221K 0.00% NEW $53.27 -12.1%
288 SEIM SEI EXCHANGE TRADED FUNDS 3,926.0 $220K 0.00% NEW $56.04 -0.2%
289 CNO CNO FINL GROUP INC Financial Services 4,300.0 $219K 0.00% NEW $50.93 +7.6%
290 GTY GETTY RLTY CORP NEW Real Estate 6,530.0 $218K 0.00% NEW $33.38 -0.9%
291 JSML JANUS DETROIT STR TR 2,346.0 $218K 0.00% NEW $92.92 -0.2%
292 UBSI UNITED BANKSHARES INC WEST V Financial Services 4,761.0 $218K 0.00% NEW $45.79 +7.0%
293 WSBC WESBANCO INC Financial Services 5,581.0 $218K 0.00% NEW $39.06 +8.8%
294 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 1,825.0 $216K 0.00% NEW $118.36 -23.4%
295 OSK OSHKOSH CORP Industrials 1,409.0 $216K 0.00% NEW $153.30 +0.4%
296 SEIV SEI EXCHANGE TRADED FUNDS 4,474.0 $215K 0.00% NEW $48.06 +6.2%
297 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 2,852.0 $213K 0.00% NEW $74.68 +11.3%
298 WAL WESTERN ALLIANCE BANCORP Financial Services 2,595.0 $213K 0.00% NEW $82.08 -0.4%
299 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 12,232.0 $212K 0.00% NEW $17.33 +6.3%
300 ISCV ISHARES TR 2,712.0 $212K 0.00% NEW $78.17 +3.7%
Page 15 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%