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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 61 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 LOB LIVE OAK BANCSHARES INC Financial Services 12,100.0 $400K 0.00% +101.0 +0.8% $33.06 +10.1%
1202 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 18,122.0 $397K 0.00% -5K -20.4% $21.91 +12.0%
1203 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 4,306.0 $396K 0.00% -81.0 -1.9% $91.96 -11.5%
1204 CAFX PROFESIONALLY MANAGED PORTFO 15,969.0 $396K 0.00% -671.0 -4.0% $24.80 -0.8%
1205 FOCT FIRST TR EXCHNG TRADED FD VI 8,278.0 $395K 0.00% +157.0 +1.9% $47.72 +7.8%
1206 CNC CENTENE CORP DEL Healthcare 11,996.0 $393K 0.00% -1K -9.1% $32.76 +77.7%
1207 WY WEYERHAEUSER CO Real Estate 16,073.0 $393K 0.00% NEW $24.45 -6.5%
1208 FCOR FIDELITY MERRIMACK STR TR 8,324.0 $392K 0.00% -582.0 -6.5% $47.09 -1.0%
1209 BYD BOYD GAMING CORP Consumer Cyclical 4,763.0 $391K 0.00% NEW $82.09 -4.9%
1210 MFC MANULIFE FINL CORP Financial Services 11,346.0 $391K 0.00% -13K -52.6% $34.46 +10.9%
1211 URA GLOBAL X FDS 8,031.0 $389K 0.00% +3K +52.2% $48.44 -2.6%
1212 AAON AAON INC Industrials 4,673.0 $387K 0.00% +299.0 +6.8% $82.82 +57.3%
1213 FCFS FIRSTCASH HOLDINGS INC Financial Services 2,051.0 $386K 0.00% -188.0 -8.4% $188.20 +19.5%
1214 KVUE KENVUE INC Consumer Defensive 22,190.0 $383K 0.00% -97K -81.4% $17.26 -0.5%
1215 QIAGEN NV 9,526.0 $381K 0.00% NEW $40.00
1216 FNOV FIRST TR EXCHNG TRADED FD VI 7,103.0 $379K 0.00% +142.0 +2.0% $53.36 +7.9%
1217 OXY OCCIDENTAL PETE CORP Energy 5,836.0 $379K 0.00% NEW $64.94 -8.1%
1218 SDVY FIRST TR EXCHANGE TRADED FD 9,551.0 $377K 0.00% -733.0 -7.1% $39.47 +2.9%
1219 HYLB DBX ETF TR 10,403.0 $376K 0.00% +343.0 +3.4% $36.14 +0.2%
1220 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 1,138.0 $376K 0.00% -1K -51.1% $330.40 -4.0%
Page 61 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%