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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 32  ·  627 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLSR SSGA ACTIVE TR 495,551.0 $32.1M 0.20% -7K -1.5% $64.86 +2.8%
22 BERKSHIRE HATHAWAY INC DEL 62,540.0 $31.3M 0.20% -14K -18.6% $500.38
23 WMT WALMART INC Consumer Defensive 274,907.0 $31.1M 0.19% -12K -4.0% $113.26 +0.9%
24 V VISA INC Financial Services 90,012.0 $30.9M 0.19% -9K -8.6% $343.09 +4.6%
25 JNJ JOHNSON & JOHNSON Healthcare 119,431.0 $30.3M 0.19% -4K -3.0% $253.97 +3.3%
26 SPTB SPDR SERIES TRUST 975,018.0 $29.3M 0.18% -11K -1.1% $30.06 -1.6%
27 INTC INTEL CORP Technology 208,562.0 $29.1M 0.18% -9K -4.0% $139.63 -25.9%
28 CVX CHEVRON CORPORATION Energy 155,740.0 $25.8M 0.16% -13K -7.9% $165.76 +22.3%
29 GE GE AEROSPACE Industrials 68,606.0 $25.6M 0.16% -5K -6.5% $373.73 -1.2%
30 BIL SPDR SERIES TRUST 278,881.0 $25.6M 0.16% -26K -8.6% $91.64 -0.1%
31 ABBV ABBVIE INC Healthcare 98,903.0 $24.9M 0.15% -5K -4.8% $251.64 -0.5%
32 USMV ISHARES TR 256,280.0 $24.7M 0.15% -11K -4.0% $96.46 +4.1%
33 IJR ISHARES TR 164,400.0 $24.4M 0.15% -13K -7.1% $148.31 +1.0%
34 NEBIUS GROUP N.V. 87,151.0 $24.1M 0.15% -2K -1.9% $276.18
35 WDC WESTERN DIGITAL CORP Technology 36,658.0 $23.4M 0.15% -2K -4.5% $638.71 -16.1%
36 DSI ISHARES TR 163,472.0 $23.3M 0.14% -3K -2.1% $142.39 +3.5%
37 IWD ISHARES TR 93,111.0 $22.6M 0.14% -3K -2.9% $242.43 +5.9%
38 SHYG ISHARES TR 512,389.0 $21.7M 0.14% -32K -5.8% $42.41 -0.5%
39 MA MASTERCARD INCORPORATED Financial Services 41,853.0 $21.5M 0.13% -9K -17.9% $513.58 +9.5%
40 VEU VANGUARD INTL EQUITY INDEX F 256,459.0 $21.5M 0.13% -33K -11.5% $83.75 +2.5%
Page 2 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%