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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 2 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WFC WELLS FARGO & CO Financial Services 141,500.0 $11.7M 0.07% NEW $82.64 +5.9%
22 ETN EATON CORP PLC Industrials 25,727.0 $11.0M 0.07% NEW $426.13 +6.9%
23 EZU ISHARES INC 146,940.0 $10.2M 0.06% NEW $69.50 +3.4%
24 CMI CUMMINS INC Industrials 12,326.0 $8.8M 0.06% NEW $713.21 -10.1%
25 JUSA J P MORGAN EXCHANGE TRADED F 130,243.0 $8.7M 0.06% NEW $67.17 +3.8%
26 JEPQ J P MORGAN EXCHANGE TRADED F 142,136.0 $8.7M 0.06% NEW $61.46 -1.5%
27 VV VANGUARD INDEX FDS 23,502.0 $8.1M 0.05% NEW $343.93 +3.5%
28 DUK DUKE ENERGY CORP NEW Utilities 63,537.0 $8.0M 0.05% NEW $126.59 -2.4%
29 GLDM WORLD GOLD TR Financial Services 96,631.0 $7.7M 0.05% NEW $79.42 +10.1%
30 XLY SELECT SECTOR SPDR TR 62,624.0 $7.3M 0.05% NEW $117.29 -0.5%
31 VCSH VANGUARD SCOTTSDALE FDS 89,169.0 $7.0M 0.04% NEW $79.03 -0.5%
32 SHEL SHELL PLC Energy 82,972.0 $6.4M 0.04% NEW $77.54 +18.2%
33 APIE TRUST FOR PROFESSIONAL MANAG 164,507.0 $6.4M 0.04% NEW $38.76 +2.6%
34 COP CONOCOPHILLIPS Energy 61,172.0 $6.4M 0.04% NEW $103.95 +22.7%
35 PBP INVESCO EXCHANGE TRADED FD T 269,867.0 $6.2M 0.04% NEW $22.90 +2.0%
36 STIP ISHARES TR 60,345.0 $6.2M 0.04% NEW $102.16 -1.4%
37 CME CME GROUP INC Financial Services 27,239.0 $6.0M 0.04% NEW $220.82 +21.3%
38 UBER UBER TECHNOLOGIES INC Technology 78,732.0 $5.7M 0.04% NEW $72.16 +3.9%
39 SUSB ISHARES TR 211,768.0 $5.3M 0.03% NEW $24.99 -0.6%
40 PEP PEPSICO INC Consumer Defensive 38,869.0 $5.3M 0.03% NEW $135.40 +2.1%
Page 2 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%