Portfolio (Quarterly) Guide ↗

KPP Advisory Services LLC

· CIK 0001989349

13F Portfolio $791M AUM 362 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 58 New 104 Added 161 Reduced 24 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	ORLY	OREILLY AUTOMOTIVE INC	Consumer Cyclical	2,234	$204K	0.03%	SOLD
22	FSK	FS KKR CAP CORP	Financial Services	10,087	$149K	0.02%	SOLD
23	—	VENTURE GLOBAL INC	—	13,400	$91K	0.01%	SOLD
24	NOTV	INOTIV INC	Healthcare	97,521	$55K	0.01%	SOLD

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Sector Allocation

Technology 33.4%

Financial Services 22.5%

Industrials 10.5%

Consumer Cyclical 9.5%

Healthcare 7.9%

Consumer Defensive 5.4%

Communication Services 5.3%

Energy 3.2%

Utilities 1.4%

Basic Materials 0.5%