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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 14 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CAH CARDINAL HEALTH INC Healthcare 3,914.0 $827K 0.03% +69.0 +1.8% $211.32 -5.7%
262 ARGX ARGENX SE Healthcare 1,131.0 $826K 0.03% +12.0 +1.1% $730.25 +10.1%
263 XLP SELECT SECTOR SPDR TR 9,704.0 $796K 0.03% +524.0 +5.7% $81.98 +4.3%
264 CRWD CROWDSTRIKE HLDGS INC Technology 2,028.0 $792K 0.03% +107.0 +5.6% $390.41 +58.0%
265 SPYG SPDR SERIES TRUST 8,043.0 $788K 0.03% +1K +14.5% $97.92 +20.6%
266 UNILEVER PLC 13,653.0 $778K 0.03% +1K +9.8% $56.97
267 OZK BANK OZK LITTLE ROCK ARK Financial Services 16,741.0 $768K 0.03% +358.0 +2.2% $45.89 +2.5%
268 MRSH MARSH & MCLENNAN COS INC Financial Services 4,423.0 $767K 0.03% +353.0 +8.7% $173.47 -4.3%
269 IEF ISHARES TR 8,021.0 $766K 0.03% +241.0 +3.1% $95.45 -1.8%
270 APOS APOLLO GLOBAL MGMT INC Financial Services 6,791.0 $757K 0.03% +441.0 +6.9% $111.43 -76.7%
271 VLU SPDR SERIES TRUST 3,511.0 $755K 0.03% +445.0 +14.5% $215.00 +8.7%
272 BLDR BUILDERS FIRSTSOURCE INC Industrials 9,021.0 $743K 0.02% +5K +112.2% $82.33 -13.5%
273 F FORD MTR CO Consumer Cyclical 64,188.0 $741K 0.02% +7K +13.2% $11.54 +13.2%
274 FDL FIRST TR EXCHANGE-TRADED FD 14,342.0 $729K 0.02% +317.0 +2.3% $50.80 -1.1%
275 POOL POOL CORP Industrials 3,579.0 $724K 0.02% +2K +105.7% $202.37 -11.8%
276 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,476.0 $719K 0.02% +219.0 +9.7% $290.52 -0.5%
277 JMBS JANUS DETROIT STR TR 15,772.0 $713K 0.02% +1K +10.5% $45.18 -0.8%
278 YETI YETI HLDGS INC Consumer Cyclical 19,399.0 $710K 0.02% +687.0 +3.7% $36.59 +14.5%
279 SOFI SOFI TECHNOLOGIES INC Financial Services 44,297.0 $703K 0.02% +5K +12.6% $15.88 -4.1%
280 COHR COHERENT CORP Technology 2,946.0 $702K 0.02% +818.0 +38.4% $238.21 +48.5%
Page 14 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%