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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 7 of 32  ·  627 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GD GENERAL DYNAMICS CORP Industrials 14,865.0 $5.3M 0.03% -2K -11.1% $354.25 +10.4%
122 IGEB ISHARES TR 116,092.0 $5.2M 0.03% -17K -12.9% $45.11 -2.2%
123 WCC WESCO INTL INC Industrials 15,119.0 $5.2M 0.03% -1K -7.7% $345.46 +8.0%
124 SNOW SNOWFLAKE INC Technology 20,345.0 $5.2M 0.03% -7K -25.6% $254.51 +29.7%
125 TDIV FIRST TR EXCHANGE TRADED FD 44,389.0 $5.1M 0.03% -2K -4.8% $114.87 +1.1%
126 VRTX VERTEX PHARMACEUTICALS INC Healthcare 10,198.0 $5.1M 0.03% -2K -14.4% $496.76 +3.8%
127 PFXF VANECK ETF TRUST 277,314.0 $4.9M 0.03% -18K -6.2% $17.84 +1.5%
128 WELL WELLTOWER INC Real Estate 21,771.0 $4.9M 0.03% -2K -8.5% $226.95 +3.7%
129 STRL STERLING INFRASTRUCTURE INC Industrials 5,845.0 $4.9M 0.03% -3K -30.0% $839.35 -28.1%
130 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 16,686.0 $4.9M 0.03% -150.0 -0.9% $293.18 +2.6%
131 TD TORONTO DOMINION BK ONT Financial Services 40,249.0 $4.9M 0.03% -7K -14.2% $121.42 +2.4%
132 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 191,292.0 $4.8M 0.03% -26K -11.9% $25.06 +14.9%
133 MLN VANECK ETF TRUST 263,725.0 $4.7M 0.03% -80K -23.3% $17.78 -2.2%
134 BLACKROCK ETF TRUST 79,965.0 $4.6M 0.03% -4K -4.8% $57.66
135 CW CURTISS WRIGHT CORP Industrials 6,007.0 $4.6M 0.03% -288.0 -4.6% $757.78 -8.1%
136 HCA HCA HEALTHCARE INC Healthcare 11,602.0 $4.5M 0.03% -1K -11.3% $389.93 +3.9%
137 DFLV DIMENSIONAL ETF TRUST 114,267.0 $4.5M 0.03% -55K -32.5% $39.54 +6.2%
138 RDVY FIRST TR EXCHANGE TRADED FD 55,734.0 $4.5M 0.03% -2K -3.1% $81.06 +2.9%
139 MPWR MONOLITHIC PWR SYS INC Technology 3,155.0 $4.4M 0.03% -188.0 -5.6% $1382.25 +2.4%
140 MPC MARATHON PETE CORP Energy 16,945.0 $4.3M 0.03% -565.0 -3.2% $255.65 +40.1%
Page 7 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%