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
$0
$280 Million 0.07% of portfolio
7,144
Q2 2025 Reduced 1.81%
$306B
$299 Million 0.07% of portfolio
1,162
Q2 2025 Added 37.78%
$0
$267 Million 0.07% of portfolio
2,839
Q2 2025 New
$18.2B
$262 Million 0.07% of portfolio
8,063
Q2 2025 Reduced 15.94%
$0
$287 Million 0.07% of portfolio
2,066
Q1 2024 New
$229B
$269 Million 0.07% of portfolio
1,844
Q2 2025 Added 410.68%
$3.21B
$274 Million 0.07% of portfolio
6,742
Q2 2025 New
$99B
$301 Million 0.07% of portfolio
6,494
Q2 2025 Reduced 1.28%
-
$274 Million 0.07% of portfolio
-
Q1 2025 Reduced 36.74%
$0
$270 Million 0.07% of portfolio
2,059
Q2 2025 Reduced 8.41%
$548B
$273 Million 0.07% of portfolio
485
Q2 2025 Added 6.59%
$27.4B
$292 Million 0.07% of portfolio
4,618
Q2 2025 Reduced 2.37%
$64.4B
$296 Million 0.07% of portfolio
1,157
Q2 2025 Reduced 0.52%
$48.7B
$284 Million 0.07% of portfolio
1,953
Q2 2025 Reduced 0.1%
$17.1B
$287 Million 0.07% of portfolio
875
Q1 2025 New
$0
$294 Million 0.07% of portfolio
3,069
Q1 2025 Reduced 7.25%
$0
$277 Million 0.07% of portfolio
3,692
Q2 2025 New
$14.1B
$268 Million 0.07% of portfolio
3,319
Q1 2025 Reduced 1.48%
$0
$230 Million 0.06% of portfolio
654
Q2 2025 New
$89.6B
$224 Million 0.06% of portfolio
10,001
Q2 2025 Reduced 40.07%
$0
$234 Million 0.06% of portfolio
3,328
Q2 2025 New
$23.7B
$252 Million 0.06% of portfolio
3,506
Q2 2025 New
$0
$252 Million 0.06% of portfolio
10,408
Q2 2025 Added 0.11%
$0
$234 Million 0.06% of portfolio
4,299
Q2 2025 New
$182B
$238 Million 0.06% of portfolio
5,495
Q2 2025 Added 0.13%
$0
$240 Million 0.06% of portfolio
3,682
Q2 2025 Reduced 0.46%
$178B
$233 Million 0.06% of portfolio
2,019
Q2 2025 New
$0
$234 Million 0.06% of portfolio
4,764
Q1 2025 New
$150B
$251 Million 0.06% of portfolio
2,265
Q2 2025 Reduced 0.61%
$0
$256 Million 0.06% of portfolio
2,573
Q2 2025 Reduced 9.11%
$0
$253 Million 0.06% of portfolio
3,407
Q1 2024 New
$0
$247 Million 0.06% of portfolio
5,776
Q2 2025 New
$53.1B
$235 Million 0.06% of portfolio
759
Q2 2025 New
$57.7B
$214 Million 0.05% of portfolio
1,793
Q2 2025 New
$0
$200 Million 0.05% of portfolio
28,391
Q2 2025 Reduced 4.6%
$0
$201 Million 0.05% of portfolio
5,844
Q2 2025 New
$0
$212 Million 0.05% of portfolio
4,150
Q2 2025 Reduced 6.74%
Linde PLC
-
$204 Million 0.05% of portfolio
-
Q2 2025 Added 362.53%
$51.2M
$195 Million 0.05% of portfolio
107,071
Q2 2025 Added 65.1%
$23.2B
$214 Million 0.05% of portfolio
525
Q2 2025 New
$112B
$217 Million 0.05% of portfolio
567
Q2 2025 New
$0
$215 Million 0.05% of portfolio
13,460
Q2 2025 New
$0
$204 Million 0.05% of portfolio
946
Q2 2025 New
$86B
$212 Million 0.05% of portfolio
3,069
Q2 2025 Added 3.51%
$10.2B
$213 Million 0.05% of portfolio
1,751
Q2 2025 New
$0
$155 Million 0.04% of portfolio
17,710
Q1 2025 Reduced 0.14%
$10.3B
$115 Million 0.03% of portfolio
10,000
Q2 2025 Reduced 1.24%
$2.97B
$90.3 Million 0.02% of portfolio
11,228
Q2 2025 Added 8.48%
$0
$72.3 Million 0.02% of portfolio
15,055
Q1 2025 Reduced 36.86%

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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