KPP Advisory Services LLC
Filing Date
Global Rank
#3,592
/ 8,578
▼ 69
Top Industry
Semiconductors
9.8%
3Y Alpha vs SPY
-4.3%
Period ended 3 months ago
Filed Apr 24, 2026 · 53d
11 quarters · since Sep 2023
Clone Performance
Nov 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+58.8%
SPY
+73.8%
Annualised alpha
-4.3%
Max drawdown
−20.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
185 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.5%
−1.0 pts
Top 5
27.3%
−4.2 pts
Top 10
41.3%
−3.1 pts
HHI
239
Diversified−40
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 29.4% | $79,363,375 |
| Unclassified | 12.3% | $33,284,564 |
| Consumer Cyclical | 11.7% | $31,580,884 |
| Industrials | 10.1% | $27,289,237 |
| Financial Services | 9.8% | $26,544,166 |
| Healthcare | 8.5% | $22,826,368 |
| Consumer Defensive | 5.8% | $15,682,039 |
| Communication Services | 5.7% | $15,366,922 |
| Energy | 4.1% | $11,090,189 |
| Utilities | 1.4% | $3,865,044 |
| Basic Materials | 0.6% | $1,573,700 |
| Real Estate | 0.5% | $1,319,364 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLDM | World Gold Trust | +20,645 | 115,033 | $10,662,408 | |
| EOSE | Eos Energy Enterprises, Inc. | +2,295 | 16,480 | $81,740 | |
| BAC | Bank Of America Corp /De/ | +2,202 | 45,185 | $2,202,768 | |
| UNH | Unitedhealth Group Inc | +1,640 | 6,411 | $1,734,752 | |
| JPM | Jpmorgan Chase & Co | +1,420 | 19,285 | $5,672,875 | |
| HQL | abrdn Life Sciences Investors | +1,354 | 24,591 | $400,095 | |
| MPT | Medical Properties Trust Inc | +1,241 | 84,138 | $389,558 | |
| RKLB | Rocket Lab Corp | +1,140 | 14,350 | $921,557 | |
| BA | Boeing Co | +1,051 | 2,582 | $513,895 | |
| ACN | Accenture plc | +1,028 | 5,242 | $1,039,436 | |
| VNT | Vontier Corp | +874 | 23,791 | $843,866 | |
| PANW | Palo Alto Networks Inc | +812 | 10,144 | $1,626,286 | |
| TMUS | T-Mobile US, Inc. | +777 | 2,807 | $589,554 | |
| FAST | Fastenal Co | +731 | 17,783 | $825,131 | |
| ZTS | Zoetis Inc. | +690 | 8,257 | $976,059 | |
| CL | Colgate Palmolive Co | +478 | 10,227 | $871,647 | |
| NOW | ServiceNow, Inc. | +467 | 5,995 | $626,777 | |
| WFC | Wells Fargo & Company/Mn | +465 | 10,055 | $800,478 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +445 | 2,994 | $1,011,822 | |
| APH | Amphenol Corp /De/ | +406 | 9,971 | $1,259,835 | |
| CTAS | Cintas Corp | +345 | 3,586 | $606,536 | |
| BLDR | Builders FirstSource, Inc. | +289 | 5,148 | $423,834 | |
| ORCL | Oracle Corp | +253 | 8,161 | $1,200,564 | |
| ICE | Intercontinental Exchange, Inc. | +235 | 3,316 | $521,540 | |
| FLS | Flowserve Corp | +230 | 10,273 | $755,168 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NOTV | Inotiv, Inc. | −35,450 | 62,071 | $16,759 | |
| NVDA | Nvidia Corp | −20,128 | 68,086 | $11,874,198 | |
| C | Citigroup Inc | −6,619 | 13,680 | $1,551,448 | |
| QQQ | Invesco Qqq Trust, Series 1 | −5,515 | 35,066 | $20,239,393 | |
| F | Ford Motor Co | −5,018 | 159,964 | $1,845,984 | |
| UPS | United Parcel Service Inc | −4,814 | 5,838 | $574,342 | |
| XOM | Exxon Mobil Corp | −4,595 | 28,404 | $4,819,022 | |
| AAPL | Apple Inc. | −3,984 | 69,412 | $17,616,071 | |
| BRK-B | Berkshire Hathaway Inc | −3,477 | 6,201 | $2,971,519 | |
| BX | Blackstone Inc. | −3,129 | 9,466 | $1,088,495 | |
| HON | Honeywell International Inc | −2,621 | 6,679 | $1,509,654 | |
| MO | Altria Group, Inc. | −2,548 | 62,200 | $4,104,578 | |
| CSCO | Cisco Systems, Inc. | −2,459 | 20,741 | $1,609,294 | |
| AVGO | Broadcom Inc. | −2,335 | 12,460 | $3,856,494 | |
| NFLX | Netflix Inc | −2,076 | 4,115 | $395,657 | |
| USB | US Bancorp De | −1,987 | 34,123 | $1,774,737 | |
| EXG | Eaton Vance Tax-Managed Global Diversified Equity Income Fund | −1,985 | 15,725 | $136,178 | |
| AMZN | Amazon Com Inc | −1,966 | 49,130 | $10,232,305 | |
| PHK | Pimco High Income Fund | −1,895 | 13,160 | $60,930 | |
| LRCX | Lam Research Corp | −1,689 | 13,520 | $2,888,683 | |
| MS | Morgan Stanley | −1,506 | 7,987 | $1,314,420 | |
| MRK | Merck & Co., Inc. | −1,056 | 7,847 | $943,915 | |
| T | At&T Inc. | −913 | 132,860 | $3,851,611 | |
| LMT | Lockheed Martin Corp | −898 | 2,188 | $1,322,405 | |
| DELL | Dell Technologies Inc. | −882 | 2,932 | $481,229 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
19 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MELI | Mercadolibre Inc | 653 | $1,129,050 | |
| TT | Trane Technologies plc | 2,052 | $855,150 | |
| PM | Philip Morris International Inc. | 4,115 | $680,374 | |
| EOG | Eog Resources Inc | 4,609 | $666,323 | |
| LYB | LyondellBasell Industries N.V. | 4,079 | $328,604 | |
| KHC | Kraft Heinz Co | 13,406 | $301,500 | |
| AMAT | Applied Materials Inc /De | 701 | $239,594 | |
| KNSL | Kinsale Capital Group, Inc. | 684 | $233,695 | |
| AKAM | Akamai Technologies Inc | 2,023 | $232,341 | |
| PAGP | Plains Gp Holdings LP | 9,333 | $226,605 | |
| MRVL | Marvell Technology, Inc. | 2,230 | $220,881 | |
| MSI | Motorola Solutions, Inc. | 504 | $218,720 | |
| GLW | Corning Inc /Ny | 1,591 | $216,328 | |
| COP | Conocophillips | 1,608 | $212,256 | |
| NUE | Nucor Corp | 1,206 | $203,934 | |
| NVS | Novartis AG | 1,331 | $203,310 | |
| AEVA | Aeva Technologies, Inc. | 12,150 | $159,894 | |
| CAG | Conagra Brands Inc. | 10,126 | $159,180 | |
| SIDU | Sidus Space Inc. | 19,800 | $45,936 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
11 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AFL | Aflac Inc | 4,755 | $524,333 | |
| LUV | Southwest Airlines Co | 8,066 | $333,367 | |
| QBTS | D-Wave Quantum Inc. | 9,475 | $247,771 | |
| SHOP | Shopify Inc. | 1,501 | $241,615 | |
| ADSK | Autodesk, Inc. | 759 | $224,671 | |
| CMG | Chipotle Mexican Grill Inc | 5,927 | $219,299 | |
| MLM | Martin Marietta Materials Inc | 336 | $209,213 | |
| PAYX | Paychex Inc | 1,825 | $204,728 | |
| ORLY | O Reilly Automotive Inc | 2,234 | $203,763 | |
| FSK | FS KKR Capital Corp | 10,087 | $149,388 | |
| VG | Venture Global, Inc. | 13,400 | $91,388 | |
| No positions match the current search. | ||||
22 positions ·
$22,826,368 total
· Healthcare only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 13,551 | $3,312,406 | 14.51% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 3,331 | $3,063,753 | 13.42% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Added | 4,340 | $2,133,240 | 9.35% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 9,659 | $2,100,735 | 9.20% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 5,469 | $1,924,267 | 8.43% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 6,411 | $1,734,752 | 7.60% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Added | 3,296 | $1,519,423 | 6.66% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 12,156 | $1,248,056 | 5.47% | |
| ZTS |
Zoetis Inc.
Healthcare
|
Added | 8,257 | $976,059 | 4.28% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 7,847 | $943,915 | 4.14% | |
| MDT |
Medtronic plc
Healthcare
|
Reduced | 5,797 | $502,310 | 2.20% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 17,604 | $494,320 | 2.17% | |
| A |
Agilent Technologies, Inc.
Healthcare
|
Added | 4,279 | $487,720 | 2.14% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 1,302 | $427,824 | 1.87% | |
| CI |
Cigna Group
Healthcare
|
Reduced | 1,478 | $394,256 | 1.73% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Reduced | 2,175 | $303,129 | 1.33% | |
| WAT |
Waters Corp /De/
Healthcare
|
Added | 918 | $273,380 | 1.20% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Reduced | 591 | $263,905 | 1.16% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Added | 4,335 | $262,917 | 1.15% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Held | 507 | $239,932 | 1.05% | |
| NVS |
Novartis AG
Healthcare
|
NEW | 1,331 | $203,310 | 0.89% | |
| NOTV |
Inotiv, Inc.
Healthcare
|
Reduced | 62,071 | $16,759 | 0.07% |