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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 20 of 32  ·  627 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 EPI WISDOMTREE TR 17,777.0 $761K 0.01% -36K -66.9% $42.81 -0.1%
382 RTH VANECK ETF TRUST 2,964.0 $758K 0.01% -262.0 -8.1% $255.74 +4.6%
383 GIS GENERAL MILLS INC Consumer Defensive 21,678.0 $754K 0.01% -7K -23.4% $34.78 +10.5%
384 ESML ISHARES TR 13,457.0 $753K 0.01% -296.0 -2.1% $55.96 -0.2%
385 VONE VANGUARD SCOTTSDALE FDS 2,213.0 $750K 0.01% -13.0 -0.6% $338.91 +2.7%
386 PHG KONINKLIJKE PHILIPS N V Healthcare 27,514.0 $748K 0.01% -2K -8.3% $27.19 +0.2%
387 FNF FIDELITY NATL FINL INC Financial Services 15,670.0 $739K 0.01% -108.0 -0.7% $47.16 +3.6%
388 RB GLOBAL INC 6,311.0 $735K 0.01% -976.0 -13.4% $116.46
389 OMC OMNICOM GROUP INC Communication Services 9,907.0 $722K 0.01% -12K -54.8% $72.88 +19.2%
390 INMU BLACKROCK ETF TRUST II 29,630.0 $719K 0.00% -14K -31.4% $24.27 -2.2%
391 JKHY HENRY JACK & ASSOC INC Technology 5,222.0 $719K 0.00% -237.0 -4.3% $137.69 +12.7%
392 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 44,827.0 $719K 0.00% -996.0 -2.2% $16.04 +12.8%
393 CWST CASELLA WASTE SYS INC Industrials 7,330.0 $711K 0.00% -898.0 -10.9% $97.00 -7.5%
394 LECO LINCOLN ELEC HLDGS INC Industrials 2,670.0 $709K 0.00% -18.0 -0.7% $265.54 +6.5%
395 VOYA VOYA FINANCIAL INC Financial Services 7,822.0 $708K 0.00% -4K -35.7% $90.51 +10.7%
396 SMURFIT WESTROCK PLC 15,300.0 $708K 0.00% -557.0 -3.5% $46.27
397 SUSL ISHARES TR 5,259.0 $698K 0.00% -343.0 -6.1% $132.72 +3.5%
398 BROOKFIELD ASSET MANAGMT LTD 15,558.0 $698K 0.00% -460.0 -2.9% $44.86
399 EFX EQUIFAX INC Industrials 4,387.0 $696K 0.00% -641.0 -12.8% $158.65 +14.8%
400 PYPL PAYPAL HLDGS INC Financial Services 16,049.0 $693K 0.00% -2K -9.6% $43.18 +40.5%
Page 20 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%