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Portfolio (Quarterly) Guide ↗

LEVEL FOUR ADVISORY SERVICES, LLC

· CIK 0001696715
13F Portfolio $3.0B AUM 866 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 65 New 425 Added 274 Reduced 41 Exited
Page 12 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 STIP ISHARES TR 11,408.0 $1.2M 0.04% +800.0 +7.5% $103.43 -0.0%
222 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,857.0 $1.1M 0.04% +1K +370.1% $616.76 +5.7%
223 CUSHMAN AND WAKEFIELD LTD 92,718.0 $1.1M 0.04% +34K +57.9% $12.26
224 CTVA CORTEVA INC Basic Materials 13,562.0 $1.1M 0.04% +1K +12.0% $83.72 -3.1%
225 VNT VONTIER CORPORATION Technology 31,672.0 $1.1M 0.04% +5K +19.9% $35.47 -21.1%
226 VPL VANGUARD INTL EQUITY INDEX F 11,142.0 $1.1M 0.04% +493.0 +4.6% $97.73 +12.4%
227 AIRR FIRST TR EXCHANGE TRADED FD 9,827.0 $1.1M 0.04% +1K +17.2% $110.79 +10.6%
228 ADP AUTOMATIC DATA PROCESSING IN Industrials 5,328.0 $1.1M 0.04% +427.0 +8.7% $203.19 +8.5%
229 NSC NORFOLK SOUTHN CORP Industrials 3,732.0 $1.1M 0.04% +1K +52.7% $287.00 +11.5%
230 LIN LINDE PLC Basic Materials 2,154.0 $1.1M 0.04% +782.0 +57.0% $495.83 +3.0%
231 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 153,876.0 $1.1M 0.04% +123K +399.1% $6.87 +36.0%
232 VMC VULCAN MATLS CO Basic Materials 3,862.0 $1.1M 0.04% +217.0 +6.0% $272.36 -2.2%
233 BKDV BNY MELLON ETF TRUST II 35,162.0 $1.0M 0.03% +27K +315.1% $29.66 +7.6%
234 TMUS T-MOBILE US INC Communication Services 4,952.0 $1.0M 0.03% +117.0 +2.4% $210.04 -9.2%
235 RDVI FIRST TR EXCHANGE-TRADED FD 40,684.0 $1.0M 0.03% +22K +113.8% $25.55 +5.4%
236 ENTERGY CORP NEW 9,216.0 $1.0M 0.03% +479.0 +5.5% $112.37
237 RACE FERRARI N V Consumer Cyclical 3,050.0 $1.0M 0.03% +1K +56.6% $338.51 -4.1%
238 PERIMETER SOLUTIONS INC 42,194.0 $1.0M 0.03% +13K +46.8% $24.42
239 NOC NORTHROP GRUMMAN CORP Industrials 1,503.0 $1.0M 0.03% +40.0 +2.7% $682.45 -19.4%
240 COF CAPITAL ONE FINL CORP Financial Services 5,582.0 $1.0M 0.03% +1K +23.9% $182.43 +2.6%
Page 12 of 22  ·  425 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.4%
Financial Services 19.3%
Industrials 10.0%
Consumer Cyclical 9.1%
Healthcare 8.9%
Communication Services 6.9%
Consumer Defensive 6.6%
Energy 6.5%
Utilities 2.8%
Real Estate 1.3%