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Portfolio (Quarterly) Guide ↗

PARK AVENUE SECURITIES LLC

· CIK 0001071640
13F Portfolio $11.8B AUM 1,493 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1493 New
Page 68 of 75  ·  1,493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 EVR EVERCORE INC Financial Services 829.0 $282K 0.00% NEW $340.17 -3.8%
1342 LGLV SPDR SERIES TRUST 1,598.0 $281K 0.00% NEW $175.84 +1.9%
1343 ARKQ ARK ETF TR 2,446.0 $280K 0.00% NEW $114.47 +13.6%
1344 VALE VALE S A Basic Materials 21,431.0 $279K 0.00% NEW $13.02 +23.3%
1345 SEALED AIR CORP NEW 6,727.0 $279K 0.00% NEW $41.47
1346 MGY MAGNOLIA OIL & GAS CORP Energy 12,712.0 $278K 0.00% NEW $21.87 +37.4%
1347 CPNG COUPANG INC Consumer Cyclical 11,722.0 $277K 0.00% NEW $23.63 -35.6%
1348 MTDR MATADOR RES CO Energy 6,516.0 $277K 0.00% NEW $42.51 +44.4%
1349 WU WESTERN UN CO Financial Services 29,802.0 $277K 0.00% NEW $9.29 -9.8%
1350 GTLB GITLAB INC Technology 7,354.0 $276K 0.00% NEW $37.53 -33.6%
1351 NOVT NOVANTA INC Technology 2,305.0 $274K 0.00% NEW $118.87 +24.5%
1352 PAAS PAN AMERN SILVER CORP Basic Materials 5,264.0 $273K 0.00% NEW $51.86 +2.9%
1353 RSPN INVESCO EXCHANGE TRADED FD T 4,789.0 $271K 0.00% NEW $56.59 +4.4%
1354 NTNX NUTANIX INC Technology 5,224.0 $270K 0.00% NEW $51.68 -6.5%
1355 MKL MARKEL GROUP INC Financial Services 125.0 $269K 0.00% NEW $2152.00 -13.4%
1356 CWAN CLEARWATER ANALYTICS HLDGS I Technology 11,113.0 $268K 0.00% NEW $24.12 +1.2%
1357 USFD US FOODS HLDG CORP Consumer Defensive 3,554.0 $268K 0.00% NEW $75.41 +8.0%
1358 AGZD WISDOMTREE TR 11,927.0 $268K 0.00% NEW $22.47 +0.8%
1359 LKQ LKQ CORP Consumer Cyclical 8,853.0 $267K 0.00% NEW $30.16 -18.5%
1360 OVV OVINTIV INC Energy 6,811.0 $267K 0.00% NEW $39.20 +54.7%
Page 68 of 75  ·  1,493 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
Financial Services 25.3%
Technology 24.8%
Industrials 10.0%
Consumer Cyclical 9.6%
Communication Services 8.9%
Healthcare 8.7%
Consumer Defensive 4.7%
Energy 3.0%
Utilities 2.1%
Basic Materials 1.6%