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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$218B
$877 Million 0.22% of portfolio
2,258
Q2 2025 Added 3.39%
$12.9B
$896 Million 0.22% of portfolio
3,874
Q2 2025 Added 2.24%
$0
$825 Million 0.21% of portfolio
19,694
Q2 2025 Added 1.79%
$302B
$790 Million 0.2% of portfolio
9,862
Q2 2025 Reduced 0.04%
$282B
$802 Million 0.2% of portfolio
5,655
Q2 2025 Added 6.26%
$0
$785 Million 0.2% of portfolio
10,794
Q2 2025 Added 0.05%
$0
$793 Million 0.2% of portfolio
14,394
Q2 2025 Reduced 7.84%
$0
$789 Million 0.2% of portfolio
3,326
Q2 2025 New
$23.6B
$756 Million 0.19% of portfolio
3,181
Q2 2025 Added 31.07%
$39.5B
$730 Million 0.18% of portfolio
998
Q2 2025 Added 69.73%
$302B
$724 Million 0.18% of portfolio
5,055
Q2 2025 Added 39.76%
$63.6B
$734 Million 0.18% of portfolio
974
Q2 2025 Added 37.18%
$0
$698 Million 0.17% of portfolio
3,214
Q1 2025 Added 2.91%
$27.8B
$678 Million 0.17% of portfolio
16,154
Q2 2025 Added 99.04%
$53.7B
$690 Million 0.17% of portfolio
38,039
Q2 2025 Added 5.06%
$0
$635 Million 0.16% of portfolio
7,306
Q2 2025 Added 1.12%
$261B
$629 Million 0.16% of portfolio
3,452
Q2 2025 Reduced 0.09%
$17B
$628 Million 0.16% of portfolio
2,037
Q2 2025 Added 36.99%
$0
$644 Million 0.16% of portfolio
9,339
Q2 2025 Added 8.91%
$22.7B
$656 Million 0.16% of portfolio
2,942
Q2 2025 Added 46.37%
$173B
$633 Million 0.16% of portfolio
3,972
Q2 2025 Reduced 13.5%
$95.8B
$588 Million 0.15% of portfolio
4,986
Q1 2025 Added 17.98%
$21.5B
$599 Million 0.15% of portfolio
5,131
Q2 2025 Added 58.56%
$29B
$611 Million 0.15% of portfolio
14,860
Q2 2025 Reduced 3.92%
$56.3B
$612 Million 0.15% of portfolio
1,868
Q2 2025 Added 35.85%
$0
$620 Million 0.15% of portfolio
7,802
Q2 2025 Added 1.93%
$210B
$600 Million 0.15% of portfolio
2,035
Q2 2025 Added 0.79%
$545B
$568 Million 0.14% of portfolio
424
Q2 2025 Added 7.07%
$0
$582 Million 0.14% of portfolio
20,743
Q2 2025 Added 1.64%
$122B
$554 Million 0.14% of portfolio
6,361
Q2 2025 Reduced 1.49%
$78.6B
$577 Million 0.14% of portfolio
7,764
Q2 2025 Reduced 3.88%
$70.4B
$567 Million 0.14% of portfolio
9,030
Q1 2025 New
$95.6B
$543 Million 0.14% of portfolio
2,372
Q2 2025 Reduced 0.59%
$142B
$575 Million 0.14% of portfolio
2,156
Q2 2025 Reduced 1.06%
$0
$547 Million 0.14% of portfolio
5,621
Q2 2024 Reduced 0.99%
$314B
$543 Million 0.14% of portfolio
2,280
Q2 2025 Added 1.65%
$14.4B
$520 Million 0.13% of portfolio
4,996
Q2 2025 Added 20.33%
$1.27T
$518 Million 0.13% of portfolio
2,287
Q2 2025 Added 16.45%
$6.58B
$532 Million 0.13% of portfolio
10,079
Q2 2025 Reduced 6.08%
$0
$515 Million 0.13% of portfolio
6,813
Q2 2025 Added 11.07%
$86.2B
$525 Million 0.13% of portfolio
1,801
Q2 2025 Added 6.38%
$142B
$521 Million 0.13% of portfolio
1,318
Q2 2025 Added 17.16%
$152B
$521 Million 0.13% of portfolio
2,347
Q2 2025 Added 0.64%
$6.95B
$514 Million 0.13% of portfolio
9,809
Q2 2025 Added 2.32%
$0
$479 Million 0.12% of portfolio
8,986
Q2 2025 Reduced 0.42%
$0
$476 Million 0.12% of portfolio
8,355
Q2 2025 Reduced 6.96%
$0
$498 Million 0.12% of portfolio
2,435
Q1 2025 Reduced 17.85%
$0
$474 Million 0.12% of portfolio
9,051
Q2 2025 Reduced 70.1%
$0
$480 Million 0.12% of portfolio
3,559
Q1 2025 Added 1.34%

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
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