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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 11 of 32  ·  627 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 26,124.0 $2.4M 0.01% -8K -23.3% $92.10 -1.2%
202 SPGI S&P GLOBAL INC Financial Services 5,896.0 $2.4M 0.01% -2K -22.6% $407.23 +1.7%
203 RMBS RAMBUS INC DEL Technology 17,836.0 $2.4M 0.01% -1K -6.1% $132.77 -28.5%
204 TER TERADYNE INC Technology 4,881.0 $2.4M 0.01% -518.0 -9.6% $483.92 -15.0%
205 SCHQ SCHWAB STRATEGIC TR 74,473.0 $2.3M 0.01% -175K -70.2% $31.30 -5.1%
206 EVRG EVERGY INC Utilities 26,181.0 $2.3M 0.01% -2K -8.3% $86.44 -2.5%
207 AER AERCAP HOLDINGS NV Industrials 15,202.0 $2.2M 0.01% -621.0 -3.9% $145.77 +3.8%
208 KEYS KEYSIGHT TECHNOLOGIES INC Technology 6,310.0 $2.2M 0.01% -140.0 -2.2% $350.08 -2.9%
209 MSI MOTOROLA SOLUTIONS INC Technology 5,262.0 $2.2M 0.01% -196.0 -3.6% $415.24 +11.7%
210 ACN ACCENTURE PLC IRELAND Technology 17,249.0 $2.1M 0.01% -2K -8.7% $124.41 +37.4%
211 VONV VANGUARD SCOTTSDALE FDS 20,007.0 $2.1M 0.01% -645.0 -3.1% $106.31 +6.1%
212 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 113,088.0 $2.1M 0.01% -68K -37.6% $18.64 +2.6%
213 ATO ATMOS ENERGY CORP Utilities 12,044.0 $2.1M 0.01% -1K -8.4% $172.28 -0.5%
214 IWP ISHARES TR 14,018.0 $2.1M 0.01% -20K -58.8% $146.38 -0.3%
215 ECL ECOLAB INC Basic Materials 7,273.0 $2.0M 0.01% -2K -19.5% $278.56 +0.1%
216 ENSG ENSIGN GROUP INC Healthcare 12,629.0 $2.0M 0.01% -215.0 -1.7% $160.27 +13.9%
217 ENB ENBRIDGE INC Energy 37,166.0 $2.0M 0.01% -5K -11.4% $54.22 -5.3%
218 MRSH MARSH & MCLENNAN COS INC Financial Services 12,070.0 $2.0M 0.01% -2K -13.9% $166.69 +12.2%
219 IBDT ISHARES TR 78,946.0 $2.0M 0.01% -13K -14.2% $25.25 -0.2%
220 FTA FIRST TR EXCHANGE-TRADED ALP 20,500.0 $2.0M 0.01% -1K -6.3% $96.78 +7.2%
Page 11 of 32  ·  627 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%