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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 13 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CRWV COREWEAVE INC Technology 12,705.0 $984K 0.03% +2K +14.0% $77.47 +33.9%
242 TEAM ATLASSIAN CORPORATION Technology 14,321.0 $977K 0.03% +11K +377.1% $68.25 +31.0%
243 AEM AGNICO EAGLE MINES LTD Basic Materials 4,779.0 $970K 0.03% +1K +27.8% $202.98 -14.6%
244 GVAL CAMBRIA ETF TR 28,867.0 $958K 0.03% +3K +11.4% $33.17 +4.4%
245 INTU INTUIT Technology 2,193.0 $949K 0.03% +479.0 +27.9% $432.53 -6.8%
246 YOU CLEAR SECURE INC Technology 19,501.0 $944K 0.03% +8K +68.6% $48.41 +22.2%
247 TRV TRAVELERS COMPANIES INC Financial Services 3,214.0 $938K 0.03% +116.0 +3.7% $291.70 +4.9%
248 XLY SELECT SECTOR SPDR TR 8,539.0 $931K 0.03% +461.0 +5.7% $108.99 +5.5%
249 BMI BADGER METER INC Technology 6,055.0 $923K 0.03% +35.0 +0.6% $152.36 -21.8%
250 HON HONEYWELL INTL INC Industrials 3,972.0 $898K 0.03% +363.0 +10.1% $226.08 -3.9%
251 PBR PETROLEO BRASILEIRO S A Energy 43,080.0 $894K 0.03% +16K +58.1% $20.75 -0.2%
252 CIEN CIENA CORP Technology 2,253.0 $875K 0.03% +98.0 +4.5% $388.23 +39.6%
253 INTC INTEL CORP Technology 19,581.0 $864K 0.03% +2K +14.3% $44.13 +145.1%
254 CVS CVS HEALTH CORP Healthcare 12,003.0 $862K 0.03% +2K +24.6% $71.82 +33.6%
255 BUFR FIRST TR EXCHNG TRADED FD VI 24,940.0 $842K 0.03% +11K +74.8% $33.77 +6.7%
256 FPE FIRST TR EXCH TRADED FD III 47,240.0 $839K 0.03% +4K +8.7% $17.75 +1.0%
257 NUE NUCOR CORP Basic Materials 4,956.0 $838K 0.03% +106.0 +2.2% $169.10 +33.9%
258 BSX BOSTON SCIENTIFIC CORP Healthcare 13,289.0 $834K 0.03% +2K +18.6% $62.75 -9.5%
259 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,692.0 $832K 0.03% +309.0 +22.3% $491.53 -10.1%
260 HWM HOWMET AEROSPACE INC Industrials 3,590.0 $827K 0.03% +252.0 +7.5% $230.47 +11.5%
Page 13 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%