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Portfolio (Quarterly) Guide ↗

PKS Advisory Services, LLC

· CIK 0001605401
13F Portfolio $438M AUM 255 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 21 New 81 Added 123 Reduced 11 Exited
Page 11 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 XLE SELECT SECTOR SPDR TR 6,588.0 $295K 0.07% +3K +100.2% $44.71 +33.1%
202 MUB ISHARES TR 2,723.0 $292K 0.07% -727.0 -21.1% $107.12 -0.9%
203 SPSM SPDR SERIES TRUST 6,159.0 $289K 0.07% NEW $46.86 +14.0%
204 PG PROCTER AND GAMBLE CO Consumer Defensive 2,000.0 $287K 0.07% -281.0 -12.3% $143.31 +0.8%
205 MLN VANECK ETF TRUST 16,300.0 $286K 0.07% $17.53 -1.1%
206 TFLO ISHARES TR 5,636.0 $284K 0.07% -195.0 -3.3% $50.46 +0.3%
207 GJUL FIRST TR EXCHNG TRADED FD VI 6,857.0 $283K 0.07% $41.33 +4.4%
208 PRF INVESCO EXCHANGE TRADED FD T 6,035.0 $283K 0.07% $46.92 +13.4%
209 GLW CORNING INC Technology 3,218.0 $282K 0.06% -89.0 -2.7% $87.57 +121.6%
210 SGOV ISHARES TR 2,742.0 $275K 0.06% NEW $100.39 +0.2%
211 O REALTY INCOME CORP Real Estate 4,804.0 $271K 0.06% +567.0 +13.4% $56.37 +10.0%
212 KEY KEYCORP Financial Services 12,964.0 $268K 0.06% +124.0 +1.0% $20.64 +4.5%
213 CAH CARDINAL HEALTH INC Healthcare 1,293.0 $266K 0.06% NEW $205.49 -2.3%
214 CARR CARRIER GLOBAL CORPORATION Industrials 5,023.0 $265K 0.06% -84.0 -1.6% $52.84 +19.5%
215 HON HONEYWELL INTL INC Industrials 1,327.0 $259K 0.06% NEW $195.14 +16.8%
216 VNQ VANGUARD INDEX FDS 2,783.0 $246K 0.06% $88.47 +9.4%
217 GOCT FIRST TR EXCHNG TRADED FD VI 6,220.0 $244K 0.06% NEW $39.29 +4.9%
218 MS MORGAN STANLEY Financial Services 1,366.0 $243K 0.06% -117.0 -7.9% $177.54 +13.2%
219 FDIS FIDELITY COVINGTON TRUST 2,371.0 $242K 0.06% $102.15 +0.3%
220 HEFA ISHARES TR 5,800.0 $240K 0.06% -546.0 -8.6% $41.36 +9.6%
Page 11 of 13  ·  255 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
Financial Services 51.1%
Technology 21.5%
Communication Services 7.7%
Consumer Cyclical 6.0%
Healthcare 4.0%
Industrials 4.0%
Consumer Defensive 2.1%
Energy 2.0%
Utilities 1.4%
Real Estate 0.2%