KPP Advisory Services LLC

CIK 0001989349 · Q2 2026

13F Equity AUM

$790.7M

+14.8% QoQ

Positions

361

+12 QoQ

AUM Rank

#2,781

Top 32%

Skill Alpha (FF)

-2.8%/yr^ns

No Clear Edge

Rank #6,712 · Top 81%

vs S&P -3.9%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 16.9%Top 10: 27.3%Top 20: 41.5%

QQQM5.8%

NDQ3.1%

VOO2.9%

XMHQ2.6%

JHMM2.6%

AAPL2.6%

DFUS2.3%

CGDV2.1%

NVDA1.7%

CGGR1.7%

Others (351)72.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services69.9%

Technology12.3%

Consumer Cyclical3.7%

Industrials3.5%

Healthcare2.9%

Communication Services2.3%

Other5.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 361Median: 0.09%Avg: 0.28%

0–0.5%

312(36.7%)

0.5–1%

26(18.5%)

1–3%

21(36.0%)

3–5%

1(3.1%)

5%+

1(5.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 361vs 20 funds

0%Low

361

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New31Increased127Decreased155Exited19

New Positions

SPACE EXPLORATION TE…0.7%

+32K

VCRB0.3%

+30K

OPPJ0.1%

+19K

HONEYWELL AEROSPACE …0.1%

+3K

HONEYWELL INTL INC0.1%

+3K

AIFD0.1%

+12K

ACGL0.1%

+6K

IDEQ0.1%

+17K

LHX0.1%

+2K

AIZ0.1%

+2K

Increased

FLQM1.1%

+56K(+64%)

QGRW0.7%

+41K(+109%)

CGIC0.7%

+33K(+28%)

FLXR0.7%

+28K(+24%)

VUG0.3%

+25K(+506%)

NOBL0.4%

+25K(+94%)

ILOW1.2%

+16K(+8%)

CGGR1.7%

+15K(+6%)

FTGS1.5%

+12K(+4%)

VO0.2%

+12K(+284%)

Decreased

EQWL0.9%

-47,780(-47%)

TIP0.0%

-30,151(-92%)

QGRO0.1%

-15,558(-78%)

TSLA0.9%

-13,036(-43%)

DFAI0.1%

-12,258(-38%)

VFLO0.5%

-7,077(-8%)

FLS0.0%

-5,978(-58%)

VNT0.1%

-5,346(-22%)

IYW0.0%

-5,316(-82%)

SYFI0.4%

-5,187(-6%)

Exited

-63,287

-6,679

-8,842

-11,234

-3,713

-3,771

-4,079

-6,625

-5,991

-5,350

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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