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Portfolio (Quarterly) Guide ↗

PARK AVENUE SECURITIES LLC

· CIK 0001071640
13F Portfolio $11.8B AUM 1,493 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1493 New
Page 13 of 75  ·  1,493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DIS DISNEY WALT CO Communication Services 61,677.0 $7.0M 0.06% NEW $113.75 -9.7%
242 XLU SELECT SECTOR SPDR TR 163,154.0 $7.0M 0.06% NEW $42.69 +2.9%
243 ITOT ISHARES TR 46,801.0 $7.0M 0.06% NEW $148.69 +8.2%
244 PAYX PAYCHEX INC Industrials 61,476.0 $6.9M 0.06% NEW $112.17 -18.4%
245 CIEN CIENA CORP Technology 29,389.0 $6.9M 0.06% NEW $233.86 +124.3%
246 VOT VANGUARD INDEX FDS 24,352.0 $6.8M 0.06% NEW $279.16 +1.8%
247 ETN EATON CORP PLC Industrials 21,316.0 $6.8M 0.06% NEW $318.49 +25.4%
248 SAP SAP SE Technology 27,731.0 $6.7M 0.06% NEW $242.91 -30.2%
249 NVS NOVARTIS AG Healthcare 48,579.0 $6.7M 0.06% NEW $137.88 +7.4%
250 AMAT APPLIED MATLS INC Technology 25,928.0 $6.7M 0.06% NEW $256.98 +60.9%
251 SPGI S&P GLOBAL INC Financial Services 12,698.0 $6.6M 0.06% NEW $522.60 -22.9%
252 TMO THERMO FISHER SCIENTIFIC INC Healthcare 11,381.0 $6.6M 0.06% NEW $579.47 -24.4%
253 HWM HOWMET AEROSPACE INC Industrials 32,089.0 $6.6M 0.06% NEW $205.02 +27.0%
254 SHLD GLOBAL X FDS 101,386.0 $6.6M 0.06% NEW $64.79 -1.8%
255 PGR PROGRESSIVE CORP Financial Services 28,841.0 $6.6M 0.06% NEW $227.73 -12.3%
256 SCHZ SCHWAB STRATEGIC TR 280,584.0 $6.6M 0.06% NEW $23.37 -2.0%
257 TT TRANE TECHNOLOGIES PLC Industrials 16,777.0 $6.5M 0.06% NEW $389.22 +19.9%
258 SOXX ISHARES TR 21,642.0 $6.5M 0.06% NEW $301.17 +64.6%
259 PFXF VANECK ETF TRUST 367,080.0 $6.5M 0.06% NEW $17.66 +3.7%
260 GRID FIRST TR EXCHANGE TRADED FD 42,329.0 $6.5M 0.06% NEW $153.02 +23.7%
Page 13 of 75  ·  1,493 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
Financial Services 25.3%
Technology 24.8%
Industrials 10.0%
Consumer Cyclical 9.6%
Communication Services 8.9%
Healthcare 8.7%
Consumer Defensive 4.7%
Energy 3.0%
Utilities 2.1%
Basic Materials 1.6%