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Portfolio (Quarterly) Guide ↗

Kovack Advisors, Inc.

· CIK 0001728321
13F Portfolio $2.2B AUM 1,013 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1013 New
Page 4 of 51  ·  1,013 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CRWD CROWDSTRIKE HLDGS INC Technology 16,002.0 $7.5M 0.35% NEW $468.75 +23.7%
62 JNJ JOHNSON & JOHNSON Healthcare 36,126.0 $7.5M 0.35% NEW $206.95 +11.5%
63 SLVP ISHARES INC 215,312.0 $7.4M 0.34% NEW $34.27 +6.4%
64 DIA SPDR DOW JONES INDL AVERAGE Financial Services 15,271.0 $7.3M 0.34% NEW $480.58 +3.1%
65 XLF SELECT SECTOR SPDR TR 130,739.0 $7.2M 0.33% NEW $54.77 -6.6%
66 ABBV ABBVIE INC Healthcare 30,879.0 $7.1M 0.33% NEW $228.49 -7.9%
67 COWZ PACER FDS TR 114,865.0 $6.9M 0.32% NEW $60.17 +4.6%
68 COST COSTCO WHSL CORP NEW Consumer Defensive 7,884.0 $6.8M 0.32% NEW $862.33 +20.7%
69 PPA INVESCO EXCHANGE TRADED FD T 43,083.0 $6.7M 0.31% NEW $156.63 +5.1%
70 IAU ISHARES GOLD TR Financial Services 82,620.0 $6.7M 0.31% NEW $81.17 +5.3%
71 ADTRAN HOLDINGS INC 753,550.0 $6.5M 0.30% NEW $8.69
72 AMD ADVANCED MICRO DEVICES INC Technology 30,168.0 $6.5M 0.30% NEW $214.16 +98.0%
73 VEA VANGUARD TAX-MANAGED FDS 102,463.0 $6.4M 0.30% NEW $62.47 +10.6%
74 TER TERADYNE INC Technology 32,669.0 $6.3M 0.29% NEW $193.56 +84.2%
75 HEQT SIMPLIFY EXCHANGE TRADED FUN 196,507.0 $6.3M 0.29% NEW $32.05 +3.4%
76 FVD FIRST TR EXCHANGE-TRADED FD 136,387.0 $6.3M 0.29% NEW $46.08 +1.2%
77 QUAL ISHARES TR 31,630.0 $6.3M 0.29% NEW $198.62 +6.0%
78 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 19,709.0 $6.0M 0.28% NEW $303.90 +37.5%
79 ORCL ORACLE CORP Technology 30,052.0 $5.9M 0.27% NEW $194.91 +0.4%
80 IWY ISHARES TR 19,180.0 $5.3M 0.25% NEW $276.94 +5.6%
Page 4 of 51  ·  1,013 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 35.5%
Financial Services 21.2%
Consumer Cyclical 10.4%
Communication Services 7.1%
Industrials 7.0%
Healthcare 6.6%
Energy 3.8%
Consumer Defensive 2.8%
Utilities 2.5%
Real Estate 1.9%