Kpp Advisory Services LLC Portfolio Holdings

Kpp Advisory Services LLC

  • $401 Billion
  • Q2 2025

Kpp Advisory Services LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $401 Billion distributed in 252 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $21.9B, Microsoft Corp with a value of $16.6B, John Hancock Multifactor Mid C with a value of $16.3B, Apple Inc. with a value of $14.2B, and Vanguard Index Fds S&P 500 ETF with a value of $11.9B.

Examining the 13F form we can see an decrease of $126B in the current position value, from $527B to 401B.

Kpp Advisory Services LLC is based out at Louisville, KY

Below you can find more details about Kpp Advisory Services LLC portfolio as well as his latest detailed transactions.

Portfolio value $401 Billion
ETFs: $192 Billion
Technology: $69 Billion
Consumer Cyclical: $31 Billion
Financial Services: $27.5 Billion
Industrials: $20.7 Billion
Healthcare: $19.6 Billion
Communication Services: $16.2 Billion
Consumer Defensive: $12.8 Billion
Other: $11 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$35.3B
$429 Million 0.11% of portfolio
16,627
Q2 2025 Added 57.66%
$60.6B
$431 Million 0.11% of portfolio
14,643
Q2 2025 Added 27.84%
$34.4B
$442 Million 0.11% of portfolio
3,741
Q2 2025 Added 11.47%
$141B
$428 Million 0.11% of portfolio
17,669
Q2 2025 Added 112.21%
$83.6B
$343 Million 0.09% of portfolio
2,252
Q2 2025 Reduced 0.13%
$15.4B
$372 Million 0.09% of portfolio
6,627
Q2 2025 Reduced 0.08%
$11.1B
$362 Million 0.09% of portfolio
748
Q2 2025 Added 44.12%
$116B
$356 Million 0.09% of portfolio
1,230
Q2 2025 Reduced 0.16%
$119B
$364 Million 0.09% of portfolio
2,951
Q2 2025 Added 10.11%
$79.9B
$367 Million 0.09% of portfolio
1,484
Q1 2025 Added 83.44%
$13.2B
$306 Million 0.08% of portfolio
4,906
Q2 2025 Reduced 1.01%
$42.3B
$316 Million 0.08% of portfolio
2,130
Q1 2025 Reduced 0.09%
$136B
$321 Million 0.08% of portfolio
1,530
Q2 2025 Added 1.59%
$60.3B
$341 Million 0.08% of portfolio
1,499
Q1 2025 Added 51.11%
$68.2B
$323 Million 0.08% of portfolio
10,423
Q1 2025 Added 3.19%
$121B
$304 Million 0.08% of portfolio
1,278
Q2 2025 Reduced 0.16%
$17.2B
$314 Million 0.08% of portfolio
900
Q3 2023 New
$22.1B
$262 Million 0.07% of portfolio
8,063
Q2 2025 Reduced 15.94%
$102B
$301 Million 0.07% of portfolio
6,494
Q2 2025 Reduced 1.28%
$26.8B
$292 Million 0.07% of portfolio
4,618
Q2 2025 Reduced 2.37%
$64.9B
$296 Million 0.07% of portfolio
1,157
Q2 2025 Reduced 0.52%
$52.1B
$284 Million 0.07% of portfolio
1,953
Q2 2025 Reduced 0.1%
$17.2B
$287 Million 0.07% of portfolio
875
Q1 2025 New
$55.9B
$283 Million 0.07% of portfolio
2,109
Q2 2025 New
$16.1B
$268 Million 0.07% of portfolio
3,319
Q1 2025 Reduced 1.48%
$95.4B
$224 Million 0.06% of portfolio
10,001
Q2 2025 Reduced 40.07%
$36.3B
$252 Million 0.06% of portfolio
3,506
Q2 2025 New
$180B
$238 Million 0.06% of portfolio
5,495
Q2 2025 Added 0.13%
$147B
$233 Million 0.06% of portfolio
2,019
Q2 2025 New
$138B
$251 Million 0.06% of portfolio
2,265
Q2 2025 Reduced 0.61%
$53.1B
$235 Million 0.06% of portfolio
759
Q2 2025 New
$60.7B
$214 Million 0.05% of portfolio
1,793
Q2 2025 New
$23B
$214 Million 0.05% of portfolio
525
Q2 2025 New
$101B
$217 Million 0.05% of portfolio
567
Q2 2025 New
$80.2B
$212 Million 0.05% of portfolio
3,069
Q2 2025 Added 3.51%
$10.9B
$213 Million 0.05% of portfolio
1,751
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 252
  • Current Value $401 Billion
  • Prior Value $527 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 22 stocks
  • Additional Purchases 114 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
Track This Portfolio

Track Kpp Advisory Services LLC Portfolio

Follow Kpp Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kpp Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kpp Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email