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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 41 of 89  ·  1,776 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 EXPD EXPEDITORS INTL WASH INC Industrials 8,831.0 $1.4M 0.01% +1K +14.0% $162.95 +14.3%
802 NULG NUSHARES ETF TR 12,231.0 $1.4M 0.01% $117.08 -1.9%
803 IBDW ISHARES TR 68,538.0 $1.4M 0.01% -1K -1.4% $20.84 -1.0%
804 HBAN HUNTINGTON BANCSHARES INC Financial Services 80,363.0 $1.4M 0.01% +4K +4.8% $17.73 -2.8%
805 BBCP CONCRETE PUMPING HLDGS INC Industrials 118,213.0 $1.4M 0.01% $12.05 -24.5%
806 SYY SYSCO CORP Consumer Defensive 17,024.0 $1.4M 0.01% +99.0 +0.6% $83.59 +0.4%
807 G GENPACT LIMITED Technology 51,742.0 $1.4M 0.01% -15K -22.4% $27.50 +35.2%
808 TOST TOAST INC Technology 50,993.0 $1.4M 0.01% +9K +22.5% $27.83 +26.0%
809 DIOD DIODES INC Technology 12,966.0 $1.4M 0.01% NEW $109.44 -14.8%
810 EUFN ISHARES TR 36,377.0 $1.4M 0.01% +14K +59.6% $38.98 +7.6%
811 MMU WESTERN ASSET MANAGED MUNS F Financial Services 135,745.0 $1.4M 0.01% -15K -10.0% $10.42 -1.9%
812 VICR VICOR CORP Technology 3,708.0 $1.4M 0.01% NEW $379.72 -42.9%
813 MCO MOODYS CORP Financial Services 3,103.0 $1.4M 0.01% -39.0 -1.2% $452.79 +9.8%
814 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 18,285.0 $1.4M 0.01% +7K +60.9% $76.40 +8.3%
815 AROC ARCHROCK INC Energy 34,311.0 $1.4M 0.01% +22K +182.2% $40.72 -21.1%
816 WTM WHITE MTNS INS GROUP LTD Financial Services 674.0 $1.4M 0.01% -29.0 -4.1% $2072.70 +1.7%
817 MOOG INC 3,279.0 $1.4M 0.01% -56.0 -1.7% $423.91
818 ICICI BANK LIMITED 47,702.0 $1.4M 0.01% -1K -3.0% $29.03
819 OKLO OKLO INC Utilities 26,359.0 $1.4M 0.01% +12K +86.1% $52.32 -20.4%
820 VSEC VSE CORP Industrials 6,023.0 $1.4M 0.01% -695.0 -10.3% $228.46 -2.5%
Page 41 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%