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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 21 of 32  ·  627 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 SSNC SS&C TECH HLDGS Technology 11,168.0 $693K 0.00% -1K -9.6% $62.05 +29.8%
402 PINNACLE FINL PARTNERS INC 6,829.0 $689K 0.00% -284.0 -4.0% $100.89
403 CGNX COGNEX CORP Technology 9,448.0 $684K 0.00% -100.0 -1.1% $72.40 -12.4%
404 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 20,046.0 $682K 0.00% -1K -5.4% $34.02 -1.9%
405 RSPD INVESCO EXCHANGE TRADED FD T 12,169.0 $682K 0.00% -58K -82.6% $56.04 +1.5%
406 AVA AVISTA CORP Utilities 16,579.0 $678K 0.00% -4K -19.8% $40.90 -6.0%
407 UNF UNIFIRST CORP MASS Industrials 2,563.0 $678K 0.00% -265.0 -9.4% $264.53 +8.3%
408 IGBH ISHARES U S ETF TR 27,544.0 $677K 0.00% -9K -23.8% $24.58 -1.0%
409 SNDR SCHNEIDER NATIONAL INC Industrials 18,357.0 $671K 0.00% -277.0 -1.5% $36.55 -3.4%
410 LSCC LATTICE SEMICONDUCTOR CORP Technology 4,369.0 $668K 0.00% -222.0 -4.8% $152.90 -18.8%
411 BIO BIO RAD LABS INC Healthcare 2,256.0 $663K 0.00% -102.0 -4.3% $293.88 +20.0%
412 WSO WATSCO INC Industrials 1,585.0 $661K 0.00% -129.0 -7.5% $417.03 -24.8%
413 ROL ROLLINS INC Consumer Cyclical 15,795.0 $659K 0.00% -2K -9.3% $41.72 -12.9%
414 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 2,180.0 $656K 0.00% -616.0 -22.0% $300.92 -24.0%
415 NE NOBLE CORP PLC Energy 17,492.0 $652K 0.00% -3K -15.1% $37.27 +21.4%
416 H HYATT HOTELS CORP Consumer Cyclical 3,348.0 $649K 0.00% -235.0 -6.6% $193.85 -7.8%
417 POST POST HLDGS INC Consumer Defensive 7,313.0 $645K 0.00% -586.0 -7.4% $88.20 -9.5%
418 BLDR BUILDERS FIRSTSOURCE INC Industrials 7,171.0 $642K 0.00% -125.0 -1.7% $89.53 -24.5%
419 MZTI MARZETTI COMPANY Consumer Defensive 5,524.0 $631K 0.00% -1K -17.0% $114.23 +1.2%
420 ALLE ALLEGION PLC Industrials 4,442.0 $624K 0.00% -437.0 -9.0% $140.48 +13.8%
Page 21 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%