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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 5 of 51  ·  1,013 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LRCX LAM RESEARCH CORP Technology 31,022.0 $5.3M 0.25% NEW $171.18 +74.8%
82 FIRST TR EXCH TRADED FD III 73,172.0 $5.2M 0.24% NEW $70.99
83 NFLX NETFLIX INC Communication Services 53,482.0 $5.0M 0.23% NEW $93.76 -7.3%
84 MSTR STRATEGY INC Technology 32,890.0 $5.0M 0.23% NEW $151.95 +23.0%
85 IWM ISHARES TR 19,745.0 $4.9M 0.23% NEW $246.16 +12.8%
86 PWR QUANTA SVCS INC Industrials 11,392.0 $4.8M 0.22% NEW $422.06 +84.8%
87 NOBL PROSHARES TR 46,046.0 $4.8M 0.22% NEW $104.07 +1.4%
88 GDX VANECK ETF TRUST 55,750.0 $4.8M 0.22% NEW $85.77 +1.8%
89 RKLB ROCKET LAB CORP Industrials 68,057.0 $4.7M 0.22% NEW $69.76 +90.0%
90 CRM SALESFORCE INC Technology 17,420.0 $4.6M 0.21% NEW $264.90 -36.7%
91 XLV SELECT SECTOR SPDR TR 29,711.0 $4.6M 0.21% NEW $154.80 -6.3%
92 FTSL FIRST TR EXCHANGE-TRADED FD 96,182.0 $4.4M 0.20% NEW $45.88 -1.6%
93 FSK FS KKR CAP CORP Financial Services 294,468.0 $4.4M 0.20% NEW $14.81 -27.1%
94 BIL SPDR SERIES TRUST 47,080.0 $4.3M 0.20% NEW $91.38 +0.2%
95 VO VANGUARD INDEX FDS 14,291.0 $4.1M 0.19% NEW $290.21 -73.6%
96 XLE SELECT SECTOR SPDR TR 92,136.0 $4.1M 0.19% NEW $44.71 +33.0%
97 GE GE AEROSPACE Industrials 13,322.0 $4.1M 0.19% NEW $308.02 -5.4%
98 FTSM FIRST TR EXCHANGE-TRADED FD 68,205.0 $4.1M 0.19% NEW $59.93 -0.1%
99 T AT&T INC Communication Services 163,711.0 $4.1M 0.19% NEW $24.84 -0.7%
100 PYPL PAYPAL HLDGS INC Financial Services 69,118.0 $4.0M 0.19% NEW $58.38 -22.9%
Page 5 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%