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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 72 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 YUMC YUM CHINA HLDGS INC Consumer Cyclical 4,664.0 $228K 0.00% +351.0 +8.1% $48.89 -7.6%
1422 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 22,787.0 $227K 0.00% NEW $9.96 -2.5%
1423 MOS MOSAIC CO Basic Materials 8,883.0 $227K 0.00% NEW $25.55 -17.3%
1424 KBE SPDR SERIES TRUST 3,811.0 $227K 0.00% +317.0 +9.1% $59.56 +4.5%
1425 AIR AAR CORP Industrials 2,059.0 $225K 0.00% NEW $109.28 -4.8%
1426 FYLD CAMBRIA ETF TR 6,031.0 $225K 0.00% NEW $37.31 +3.9%
1427 CTRE CARETRUST REIT INC Real Estate 6,127.0 $225K 0.00% -1K -14.8% $36.72 +13.3%
1428 PK PARK HOTELS & RESORTS INC Real Estate 21,400.0 $225K 0.00% NEW $10.51 +3.3%
1429 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 14,925.0 $225K 0.00% +2K +14.9% $15.08 -11.2%
1430 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 4,253.0 $224K 0.00% -2K -35.4% $52.67 +13.6%
1431 IDYA IDEAYA BIOSCIENCES INC Healthcare 6,722.0 $224K 0.00% -1K -18.2% $33.32 -14.1%
1432 WFG WEST FRASER TIMBER LTD Basic Materials 3,444.0 $224K 0.00% -299.0 -8.0% $65.04 -9.1%
1433 FPI FARMLAND PARTNERS INC Real Estate 19,867.0 $223K 0.00% +2K +14.2% $11.22 -8.6%
1434 JXN JACKSON FINANCIAL INC Financial Services 2,110.0 $223K 0.00% NEW $105.69 +4.6%
1435 FTSM FIRST TR EXCHANGE-TRADED FD 3,715.0 $222K 0.00% NEW $59.76 +0.2%
1436 FRPT FRESHPET INC Consumer Defensive 3,768.0 $222K 0.00% -1K -21.5% $58.92 -14.7%
1437 NYF ISHARES TR 4,185.0 $222K 0.00% +226.0 +5.7% $53.05 +0.1%
1438 ATKR ATKORE INC Industrials 3,750.0 $221K 0.00% -87.0 -2.3% $58.93 +25.8%
1439 MDU MDU RES GROUP INC Industrials 10,648.0 $221K 0.00% +163.0 +1.6% $20.76 +7.8%
1440 EWZ ISHARES INC 5,739.0 $220K 0.00% NEW $38.33 -5.2%
Page 72 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%