Kpp-Advisory-Services

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-23
Total Holdings
291
Total Value
526320375
Accession Number
0001667731-25-000500
Form Type
13F-HR
Manager Name
Kpp-Advisory-Services
Data Enrichment
73% identified
212 identified79 unidentified

Holdings

291 positions • $526.3M total value
Manager:
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Parker-Hannifin Corp
Shares:2.7K
Value:$1.6M
% of Portfolio:0.3% ($1.6M/$526.3M)
VISA INC.
Shares:4.5K
Value:$1.6M
% of Portfolio:0.3% ($1.6M/$526.3M)
78464A508
Shares:30.3K
Value:$1.5M
% of Portfolio:0.3% ($1.5M/$526.3M)
47103U845
Shares:30.4K
Value:$1.5M
% of Portfolio:0.3% ($1.5M/$526.3M)
78464A409
Shares:18.7K
Value:$1.5M
% of Portfolio:0.3% ($1.5M/$526.3M)
Walt Disney Co
Shares:14.6K
Value:$1.4M
% of Portfolio:0.3% ($1.4M/$526.3M)
BlackRock, Inc.
Shares:1.5K
Value:$1.4M
% of Portfolio:0.3% ($1.4M/$526.3M)
Alphabet Inc.
Shares:8.9K
Value:$1.4M
% of Portfolio:0.3% ($1.4M/$526.3M)
ABBOTT LABORATORIES
Shares:125.5K
Value:$1.4M
% of Portfolio:0.3% ($1.4M/$526.3M)
464288885
Shares:13.7K
Value:$1.4M
% of Portfolio:0.3% ($1.4M/$526.3M)
QUANTA SERVICES, INC.
Shares:5.4K
Value:$1.4M
% of Portfolio:0.3% ($1.4M/$526.3M)
46435U861
Shares:27.7K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$526.3M)
46137V217
Shares:30.2K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$526.3M)
MORGAN STANLEY
Shares:11.0K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$526.3M)
464288182
Shares:17.1K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$526.3M)
RTX Corp
Shares:9.3K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$526.3M)
Walmart Inc.
Shares:13.9K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$526.3M)
Palo Alto Networks Inc
Shares:7.2K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$526.3M)
81369Y803
Shares:5.8K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$526.3M)
922908629
Shares:4.5K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$526.3M)