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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 18 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 VGSH VANGUARD SCOTTSDALE FDS 6,887.0 $403K 0.01% +951.0 +16.0% $58.54 -0.6%
342 IXUS ISHARES TR 4,639.0 $402K 0.01% +148.0 +3.3% $86.64 +8.4%
343 PAYX PAYCHEX INC Industrials 4,307.0 $397K 0.01% +322.0 +8.1% $92.12 -0.6%
344 IYW ISHARES TR 2,175.0 $395K 0.01% +115.0 +5.6% $181.48 +30.3%
345 STEW SRH TOTAL RETURN FUND INC Financial Services 22,857.0 $391K 0.01% +723.0 +3.3% $17.10 +3.6%
346 RISR TIDAL TRUST I 10,786.0 $391K 0.01% +247.0 +2.3% $36.22 +1.0%
347 HAL HALLIBURTON CO Energy 9,912.0 $386K 0.01% +223.0 +2.3% $38.99 +7.1%
348 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,113.0 $384K 0.01% +57.0 +5.4% $345.15 -12.1%
349 EXC EXELON CORP Utilities 7,807.0 $383K 0.01% +223.0 +2.9% $49.02 -11.5%
350 AIG AMERICAN INTL GROUP INC Financial Services 5,073.0 $382K 0.01% +115.0 +2.3% $75.26 +4.1%
351 BK BANK NEW YORK MELLON CORP Financial Services 3,203.0 $380K 0.01% +286.0 +9.8% $118.63 +15.1%
352 CNP CENTERPOINT ENERGY INC Utilities 8,738.0 $377K 0.01% +294.0 +3.5% $43.16 -3.3%
353 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,028.0 $372K 0.01% +195.0 +5.1% $92.31 -4.1%
354 FXD FIRST TR EXCHANGE-TRADED FD 5,783.0 $370K 0.01% +201.0 +3.6% $64.02 -0.9%
355 KDP KEURIG DR PEPPER INC Consumer Defensive 14,028.0 $369K 0.01% +5K +57.6% $26.33 +9.9%
356 CDW CDW CORP Technology 3,047.0 $369K 0.01% +335.0 +12.3% $121.02 -14.0%
357 STE STERIS PLC Healthcare 1,666.0 $368K 0.01% +50.0 +3.1% $221.13 -4.1%
358 APP APPLOVIN CORP Technology 921.0 $367K 0.01% +309.0 +50.5% $398.00 +23.7%
359 MKL MARKEL GROUP INC Financial Services 189.0 $362K 0.01% +14.0 +8.0% $1914.07 -3.7%
360 FXO FIRST TR EXCHANGE-TRADED FD 6,373.0 $358K 0.01% +331.0 +5.5% $56.19 +5.2%
Page 18 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%