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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 22 of 32  ·  627 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 CCI CROWN CASTLE INC Real Estate 8,177.0 $619K 0.00% -228.0 -2.7% $75.70 -1.1%
422 NXT NEXTPOWER INC Technology 5,188.0 $618K 0.00% -471.0 -8.3% $119.12 -22.7%
423 IP INTERNATIONAL PAPER CO Consumer Cyclical 16,199.0 $617K 0.00% -376.0 -2.3% $38.09 +6.0%
424 RPM RPM INTL INC Basic Materials 5,476.0 $609K 0.00% -39.0 -0.7% $111.21 -0.2%
425 WCN WASTE CONNECTIONS INC Industrials 3,630.0 $605K 0.00% -212.0 -5.5% $166.67 +0.1%
426 CPRT COPART INC Industrials 21,219.0 $598K 0.00% -5K -17.9% $28.18 +14.8%
427 TYL TYLER TECHNOLOGIES INC Technology 2,034.0 $595K 0.00% -1K -38.1% $292.53 +14.5%
428 VIRTUS DIVIDEND INTEREST & P 39,193.0 $595K 0.00% -2K -5.0% $15.18
429 EUAD SPINNAKER ETF SERIES 14,069.0 $593K 0.00% -9K -40.3% $42.15 +12.6%
430 XPH SPDR SERIES TRUST 8,917.0 $591K 0.00% -3K -26.0% $66.28 +8.4%
431 USRT ISHARES TR 8,848.0 $588K 0.00% -386.0 -4.2% $66.46 +0.8%
432 LPLA LPL FINL HLDGS INC Financial Services 2,088.0 $588K 0.00% -213.0 -9.3% $281.61 +31.2%
433 BBLU EA SERIES TRUST 35,442.0 $585K 0.00% -2K -4.1% $16.51 +5.1%
434 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 10,860.0 $572K 0.00% -6K -36.3% $52.67 +23.4%
435 BSCQ INVESCO EXCH TRD SLF IDX FD 29,162.0 $569K 0.00% -1K -4.7% $19.51 +0.3%
436 AAON AAON INC Industrials 4,452.0 $565K 0.00% -221.0 -4.7% $126.91 -35.1%
437 XYL XYLEM INC Industrials 4,721.0 $558K 0.00% -593.0 -11.2% $118.20 -4.0%
438 FDEC FIRST TR EXCHNG TRADED FD VI 10,187.0 $555K 0.00% -321.0 -3.0% $54.48 +2.1%
439 LFUS LITTELFUSE INC Technology 1,214.0 $553K 0.00% -44.0 -3.5% $455.52 -3.7%
440 CCC CCC INTELLIGENT SOLUTIONS HL Technology 106,796.0 $551K 0.00% -7K -6.0% $5.16 +31.5%
Page 22 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%