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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 17 of 32  ·  627 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CANADIAN PACIFIC KANSAS CITY 12,104.0 $1.0M 0.01% -1K -8.4% $86.67
322 HLN HALEON PLC Healthcare 111,923.0 $1.0M 0.01% -1K -1.1% $9.33 +4.2%
323 ES EVERSOURCE ENERGY Utilities 14,270.0 $1.0M 0.01% -2K -13.8% $72.25 -0.0%
324 ICSH ISHARES TR 20,271.0 $1.0M 0.01% -6K -22.1% $50.56 -0.1%
325 PPG PPG INDS INC Basic Materials 8,413.0 $1.0M 0.01% -85.0 -1.0% $121.24 -7.0%
326 APG API GROUP CORP Industrials 24,029.0 $1.0M 0.01% -407.0 -1.7% $42.37 +1.0%
327 NEU NEWMARKET CORP Basic Materials 1,281.0 $1.0M 0.01% -245.0 -16.1% $791.57 +19.6%
328 BWXT BWX TECHNOLOGIES INC Industrials 5,197.0 $1.0M 0.01% -227.0 -4.2% $194.73 -15.3%
329 GRMN GARMIN LTD Technology 4,262.0 $1.0M 0.01% -4K -50.1% $237.45 +25.3%
330 MOAT VANECK ETF TRUST 9,706.0 $1.0M 0.01% -1K -13.0% $103.96 +7.7%
331 ITT ITT INC Industrials 5,099.0 $1.0M 0.01% -246.0 -4.6% $197.69 +10.1%
332 FJAN FIRST TR EXCHNG TRADED FD VI 18,146.0 $1.0M 0.01% -6K -23.6% $55.11 +2.1%
333 AM ANTERO MIDSTREAM CORP Energy 43,914.0 $999K 0.01% -3K -7.3% $22.75 -0.3%
334 COOPER COS INC 13,886.0 $996K 0.01% -2K -10.0% $71.73
335 KKR KKR & CO INC Financial Services 10,844.0 $995K 0.01% -1K -10.1% $91.76 +16.8%
336 J JACOBS SOLUTIONS INC Industrials 7,858.0 $990K 0.01% -4K -31.4% $125.99 +13.4%
337 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 3,757.0 $989K 0.01% -236.0 -5.9% $263.24 +39.2%
338 DSM BNY MELLON STRATEGIC MUN BD Financial Services 159,077.0 $978K 0.01% -11K -6.5% $6.15 -5.2%
339 REGN REGENERON PHARMACEUTICALS Healthcare 1,563.0 $975K 0.01% -112.0 -6.7% $623.80 +29.9%
340 IBB ISHARES TR 5,013.0 $953K 0.01% -2K -30.5% $190.11 +7.1%
Page 17 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%