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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 17 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SMITHFIELD FOODS INC 17,361.0 $486K 0.02% +5K +37.7% $27.97
322 YUM YUM BRANDS INC Consumer Cyclical 3,118.0 $485K 0.02% +1K +75.7% $155.49 -3.6%
323 GM GENERAL MTRS CO Consumer Cyclical 6,505.0 $485K 0.02% +1K +25.0% $74.51 +0.5%
324 DKS DICKS SPORTING GOODS INC Consumer Cyclical 2,403.0 $476K 0.02% +59.0 +2.5% $198.29 +9.2%
325 MTZ MASTEC INC Industrials 1,456.0 $468K 0.01% +11.0 +0.8% $321.74 +29.0%
326 PCT PURECYCLE TECHNOLOGIES INC Industrials 90,203.0 $468K 0.01% +10K +12.5% $5.19 +142.6%
327 RJF RAYMOND JAMES FINL INC Financial Services 3,223.0 $467K 0.01% +245.0 +8.2% $144.82 +6.4%
328 LUV SOUTHWEST AIRLS CO Industrials 12,033.0 $452K 0.01% +3K +39.9% $37.57 +2.5%
329 VEU VANGUARD INTL EQUITY INDEX F 5,992.0 $450K 0.01% +2K +66.4% $75.10 +8.5%
330 HDB HDFC BANK LTD Financial Services 17,866.0 $445K 0.01% +2K +12.7% $24.88 -1.7%
331 ATO ATMOS ENERGY CORP Utilities 2,368.0 $437K 0.01% +278.0 +13.3% $184.74 -3.4%
332 EBAY EBAY INC. Consumer Cyclical 4,776.0 $435K 0.01% +153.0 +3.3% $91.03 +27.6%
333 VITL VITAL FARMS INC Consumer Defensive 30,625.0 $432K 0.01% +16K +113.2% $14.12 -39.9%
334 FDN FIRST TR EXCHANGE-TRADED FD 1,837.0 $430K 0.01% +207.0 +12.7% $234.03 +15.5%
335 QQEW FIRST TR EXCHANGE-TRADED FD 3,299.0 $419K 0.01% +391.0 +13.4% $126.98 +14.1%
336 VYMI VANGUARD WHITEHALL FDS 4,401.0 $415K 0.01% +1K +42.7% $94.25 +5.4%
337 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,355.0 $412K 0.01% +581.0 +75.1% $304.08 +4.0%
338 DTE DTE ENERGY CO Utilities 2,793.0 $408K 0.01% +246.0 +9.7% $146.23 -4.4%
339 DPG DUFF & PHELPS UTLITY AND INF Financial Services 28,017.0 $405K 0.01% +2K +8.3% $14.44 -1.7%
340 VPU VANGUARD WORLD FD 2,038.0 $404K 0.01% +139.0 +7.3% $198.18 -4.0%
Page 17 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%