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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 30 of 89  ·  1,776 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 XAR SPDR SERIES TRUST 9,171.0 $2.6M 0.02% +2K +20.9% $283.83 +2.3%
582 VIKING HOLDINGS LTD 24,769.0 $2.6M 0.02% +17K +204.0% $104.69
583 STT STATE STR CORP Financial Services 15,199.0 $2.6M 0.02% +1K +9.3% $169.62 +13.1%
584 JBL JABIL INC Technology 6,684.0 $2.6M 0.02% +563.0 +9.2% $385.55 -12.2%
585 DVN DEVON ENERGY CORP NEW Energy 62,122.0 $2.6M 0.02% +29K +84.9% $41.32 +15.7%
586 NUE NUCOR CORP Basic Materials 11,417.0 $2.5M 0.02% +3K +42.0% $222.74 +18.6%
587 COHR COHERENT CORP Technology 6,432.0 $2.5M 0.02% +2K +32.9% $394.43 -22.3%
588 ARKX ARK ETF TR 74,335.0 $2.5M 0.02% NEW $34.12 -0.4%
589 UAL UNITED AIRLS HLDGS INC Industrials 18,610.0 $2.5M 0.02% -268.0 -1.4% $136.00 -12.7%
590 MYRG MYR GROUP INC Industrials 5,047.0 $2.5M 0.02% NEW $500.50 -35.3%
591 AMT AMERICAN TOWER CORP Real Estate 15,401.0 $2.5M 0.02% -204.0 -1.3% $163.56 +5.4%
592 MTZ MASTEC INC Industrials 6,031.0 $2.5M 0.02% +2K +43.8% $416.02 -32.7%
593 CARR CARRIER GLOBAL CORPORATION Industrials 34,062.0 $2.5M 0.02% -1K -3.2% $73.34 -16.2%
594 IQVIA HLDGS INC 12,885.0 $2.5M 0.02% +5K +68.2% $193.25
595 FTCS FIRST TR EXCHANGE-TRADED FD 26,393.0 $2.5M 0.01% NEW $93.93 +7.4%
596 CENCORA INC 8,754.0 $2.5M 0.01% -10K -53.6% $282.96
597 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 30,467.0 $2.5M 0.01% +7K +28.6% $81.17 -6.9%
598 NTRA NATERA INC Healthcare 9,084.0 $2.5M 0.01% +1K +16.8% $271.47 +14.8%
599 UNILEVER PLC 40,989.0 $2.5M 0.01% -11K -20.4% $60.11
600 CINF CINCINNATI FINL CORP Financial Services 13,287.0 $2.5M 0.01% -588.0 -4.2% $185.14 -7.5%
Page 30 of 89  ·  1,776 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%