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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 68 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 BBEU J P MORGAN EXCHANGE TRADED F 3,894.0 $282K 0.00% +363.0 +10.3% $72.42 +5.4%
1342 EYLD CAMBRIA ETF TR 6,754.0 $280K 0.00% NEW $41.46 +7.9%
1343 PSCH INVESCO EXCH TRADED FD TR II 6,799.0 $280K 0.00% $41.18 +8.0%
1344 GBCI GLACIER BANCORP INC NEW Financial Services 6,249.0 $279K 0.00% NEW $44.65 +2.0%
1345 SMR NUSCALE PWR CORP Utilities 25,627.0 $278K 0.00% NEW $10.85 +3.5%
1346 PATK PATRICK INDS INC Consumer Cyclical 2,505.0 $278K 0.00% -219.0 -8.0% $110.98 -17.8%
1347 TSCO TRACTOR SUPPLY CO Consumer Cyclical 6,142.0 $278K 0.00% -1K -18.3% $45.26 -32.5%
1348 INGERSOLL RAND INC 3,472.0 $278K 0.00% NEW $80.07
1349 COLD AMERICOLD REALTY TRUST INC Real Estate 24,210.0 $277K 0.00% +4K +19.9% $11.44 +24.6%
1350 DGII DIGI INTL INC Technology 5,748.0 $277K 0.00% -199.0 -3.4% $48.19 +28.7%
1351 TECH BIO-TECHNE CORP Healthcare 5,283.0 $276K 0.00% $52.24 -17.1%
1352 HP HELMERICH & PAYNE INC Energy 7,660.0 $276K 0.00% +361.0 +5.0% $36.03 +9.6%
1353 CBT CABOT CORP Basic Materials 3,651.0 $275K 0.00% +497.0 +15.8% $75.32 +8.8%
1354 INDS PACER FDS TR 7,471.0 $275K 0.00% NEW $36.81 +6.3%
1355 DES WISDOMTREE TR 7,647.0 $275K 0.00% -1K -12.3% $35.96 +5.6%
1356 CLSK CLEANSPARK INC Technology 31,867.0 $271K 0.00% -358.0 -1.1% $8.50 +58.0%
1357 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 9,022.0 $271K 0.00% NEW $30.04 +13.1%
1358 MKSI MKS INC. Technology 1,181.0 $271K 0.00% NEW $229.47 +32.1%
1359 INVH INVITATION HOMES INC Real Estate 10,881.0 $270K 0.00% $24.81 +12.6%
1360 NVR NVR INC Consumer Cyclical 41.0 $270K 0.00% NEW $6585.37 -15.5%
Page 68 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%