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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 46 of 89  ·  1,776 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 HUM HUMANA INC Healthcare 2,844.0 $1.1M 0.01% -1K -28.9% $397.33 -4.0%
902 AGNC AGNC INVT CORP Real Estate 103,427.0 $1.1M 0.01% NEW $10.90 +0.3%
903 GFI GOLD FIELDS LTD Basic Materials 33,554.0 $1.1M 0.01% -4K -10.4% $33.59 +41.8%
904 OKE ONEOK INC NEW Energy 12,968.0 $1.1M 0.01% +545.0 +4.4% $86.91 +7.9%
905 SCHV SCHWAB STRATEGIC TR 32,138.0 $1.1M 0.01% +6K +24.8% $34.82 +0.3%
906 HEICO CORP NEW 4,338.0 $1.1M 0.01% -119.0 -2.7% $257.95
907 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 22,324.0 $1.1M 0.01% $49.99 +4.4%
908 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 10,280.0 $1.1M 0.01% -593.0 -5.5% $107.78 +2.9%
909 RYANAIR HOLDINGS PLC 17,099.0 $1.1M 0.01% -2K -8.5% $64.74
910 BKSE BNY MELLON ETF TRUST 8,202.0 $1.1M 0.01% +967.0 +13.4% $44.83 -0.1%
911 USSG DBX ETF TR 15,861.0 $1.1M 0.01% -539.0 -3.3% $69.48 +3.8%
912 HXL HEXCEL CORP NEW Industrials 10,988.0 $1.1M 0.01% -60.0 -0.5% $100.02 -5.8%
913 POR PORTLAND GEN ELEC CO Utilities 21,185.0 $1.1M 0.01% -2K -8.0% $51.83 -3.8%
914 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 36,285.0 $1.1M 0.01% -8K -17.5% $30.18 +16.0%
915 PMO PUTNAM MUN OPPORTUNITIES TR Financial Services 103,738.0 $1.1M 0.01% -2K -2.2% $10.54 -2.2%
916 SHYM BLACKROCK ETF TRUST II 48,492.0 $1.1M 0.01% +4K +8.8% $22.46 -1.6%
917 WT WISDOMTREE INC Financial Services 64,312.0 $1.1M 0.01% +354.0 +0.6% $16.93 +36.7%
918 AWI ARMSTRONG WORLD INDS INC NEW Industrials 6,782.0 $1.1M 0.01% -379.0 -5.3% $160.42 +11.1%
919 EPD ENTERPRISE PRODS PARTNERS L 29,588.0 $1.1M 0.01% +197.0 +0.7% $36.77
920 ABNB AIRBNB INC Consumer Cyclical 7,589.0 $1.1M 0.01% -1K -12.6% $143.10 +31.2%
Page 46 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 33.2%
Financial Services 19.9%
Industrials 11.0%
Consumer Cyclical 8.1%
Healthcare 8.0%
Communication Services 6.4%
Consumer Defensive 4.0%
Energy 3.3%
Utilities 2.7%
Real Estate 1.7%