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Portfolio (Quarterly) Guide ↗

PARK AVENUE SECURITIES LLC

· CIK 0001071640
13F Portfolio $12.8B AUM 1,517 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 251 New 686 Added 515 Reduced 227 Exited
Page 57 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 PODD INSULET CORP Healthcare 2,298.0 $482K 0.00% +748.0 +48.3% $209.75 -25.3%
1122 OMF ONEMAIN HLDGS INC Financial Services 9,001.0 $481K 0.00% NEW $53.44 +0.6%
1123 BAX BAXTER INTL INC Healthcare 28,471.0 $478K 0.00% +4K +17.3% $16.79 +13.3%
1124 GDDY GODADDY INC Technology 5,784.0 $478K 0.00% -2K -21.3% $82.64 +10.8%
1125 JLL JONES LANG LASALLE INC Real Estate 1,570.0 $478K 0.00% +80.0 +5.4% $304.46 -3.8%
1126 TRU TRANSUNION Industrials 6,880.0 $476K 0.00% $69.19 -0.4%
1127 DXCM DEXCOM INC Healthcare 7,535.0 $473K 0.00% +327.0 +4.5% $62.77 +14.5%
1128 MOD MODINE MFG CO Consumer Cyclical 2,172.0 $471K 0.00% -883.0 -28.9% $216.85 +15.3%
1129 IVZ INVESCO LTD Financial Services 19,345.0 $470K 0.00% +1K +7.8% $24.30 +11.0%
1130 SWKS SKYWORKS SOLUTIONS INC Technology 8,762.0 $469K 0.00% +2K +30.1% $53.53 +38.9%
1131 CGNX COGNEX CORP Technology 9,548.0 $468K 0.00% +587.0 +6.5% $49.02 +31.1%
1132 FICO FAIR ISAAC CORP Technology 438.0 $468K 0.00% -260.0 -37.2% $1068.49 +14.9%
1133 YDEC FIRST TR EXCHNG TRADED FD VI 17,745.0 $467K 0.00% NEW $26.32 +3.9%
1134 VFMO VANGUARD WELLINGTON FD 2,368.0 $467K 0.00% -251.0 -9.6% $197.21 +15.7%
1135 FIRST TR EXCHNG TRADED FD VI 19,675.0 $467K 0.00% NEW $23.74
1136 ADC AGREE RLTY CORP Real Estate 6,150.0 $464K 0.00% -170.0 -2.7% $75.45 +0.3%
1137 GCOW PACER FDS TR 10,009.0 $463K 0.00% -634.0 -6.0% $46.26 +1.0%
1138 FAUG FIRST TR EXCHNG TRADED FD VI 8,903.0 $461K 0.00% -171.0 -1.9% $51.78 +7.8%
1139 ALHC ALIGNMENT HEALTHCARE INC Healthcare 26,109.0 $460K 0.00% NEW $17.62 -7.1%
1140 STWD STARWOOD PPTY TR INC Real Estate 26,645.0 $459K 0.00% +8K +44.4% $17.23 -0.5%
Page 57 of 76  ·  1,517 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 30.4%
Financial Services 17.4%
Industrials 10.8%
Healthcare 9.6%
Consumer Cyclical 9.2%
Communication Services 8.1%
Consumer Defensive 4.4%
Energy 3.9%
Utilities 2.5%
Basic Materials 1.9%