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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 12 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PFE PFIZER INC Healthcare 9,581.0 $239K 0.05% -2K -17.6% $24.90 +4.0%
222 SO SOUTHERN CO Utilities 2,734.0 $238K 0.05% $87.21 +8.4%
223 UNH UNITEDHEALTH GROUP INC Healthcare 721.0 $238K 0.05% -82.0 -10.2% $330.30 +17.6%
224 VGK VANGUARD INTL EQUITY INDEX F 2,821.0 $236K 0.05% +24.0 +0.9% $83.62 +5.8%
225 RSG REPUBLIC SVCS INC Industrials 1,110.0 $235K 0.05% $211.93 -1.4%
226 PEP PEPSICO INC Consumer Defensive 1,634.0 $234K 0.05% -33.0 -2.0% $143.48 +4.9%
227 CRWD CROWDSTRIKE HLDGS INC Technology 500.0 $234K 0.05% +50.0 +11.1% $468.76 +41.5%
228 PWB INVESCO EXCHANGE TRADED FD T 1,782.0 $227K 0.05% NEW $127.11 +21.7%
229 SIGI SELECTIVE INS GROUP INC Financial Services 2,706.0 $226K 0.05% NEW $83.66 +8.4%
230 GFEB FIRST TR EXCHNG TRADED FD VI 5,414.0 $225K 0.05% -2K -23.9% $41.53 +5.4%
231 BAC BANK AMERICA CORP Financial Services 4,067.0 $224K 0.05% $55.00 -5.8%
232 UNP UNION PAC CORP Industrials 961.0 $222K 0.05% -24.0 -2.4% $231.30 +14.9%
233 SPTL SPDR SERIES TRUST 8,349.0 $221K 0.05% -145.0 -1.7% $26.47 -2.9%
234 OTIS OTIS WORLDWIDE CORP Industrials 2,513.0 $220K 0.05% $87.36 -16.7%
235 GDEC FIRST TR EXCHNG TRADED FD VI 5,750.0 $217K 0.05% -2K -24.4% $37.82 +4.6%
236 ROKU ROKU INC Communication Services 1,985.0 $215K 0.05% NEW $108.49 +15.7%
237 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,325.0 $212K 0.05% $91.21 +0.6%
238 GJUN FIRST TR EXCHNG TRADED FD VI 5,325.0 $211K 0.05% $39.60 +3.6%
239 BN BROOKFIELD CORP Financial Services 4,579.0 $210K 0.05% NEW $45.89 -1.1%
240 NOC NORTHROP GRUMMAN CORP Industrials 366.0 $209K 0.05% NEW $570.53 -2.6%
Page 12 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%