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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 19 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 TY TRI CONTL CORP Financial Services 11,250.0 $355K 0.01% +2K +20.2% $31.59 +9.4%
362 GFF GRIFFON CORP Industrials 4,774.0 $347K 0.01% +35.0 +0.7% $72.68 +12.6%
363 FE FIRSTENERGY CORP Utilities 6,771.0 $343K 0.01% +663.0 +10.8% $50.66 -13.5%
364 VLUE ISHARES TR 2,386.0 $339K 0.01% +65.0 +2.8% $142.20 +25.2%
365 AZO AUTOZONE INC Consumer Cyclical 100.0 $338K 0.01% +17.0 +20.5% $3377.78 -0.4%
366 ACWI ISHARES TR 2,409.0 $333K 0.01% +47.0 +2.0% $138.37 +11.5%
367 FXN FIRST TR EXCHANGE-TRADED FD 14,802.0 $332K 0.01% +629.0 +4.4% $22.46 +0.4%
368 SOMNIGROUP INTERNATIONAL INC 4,496.0 $332K 0.01% +408.0 +10.0% $73.93
369 BGR BLACKROCK ENERGY & RES TR Financial Services 18,768.0 $325K 0.01% +3K +16.7% $17.31 -3.5%
370 LMBS FIRST TR EXCHANGE-TRADED FD 6,464.0 $322K 0.01% +326.0 +5.3% $49.81 -0.2%
371 DBEF DBX ETF TR 6,497.0 $321K 0.01% +234.0 +3.7% $49.41 +5.2%
372 FLR FLUOR CORP Industrials 6,863.0 $320K 0.01% +730.0 +11.9% $46.65 -4.9%
373 CDNS CADENCE DESIGN SYSTEM INC Technology 1,150.0 $320K 0.01% +48.0 +4.4% $277.87 +24.5%
374 ROK ROCKWELL AUTOMATION INC Industrials 874.0 $314K 0.01% +6.0 +0.7% $358.88 +25.0%
375 KNG FIRST TR EXCHANGE-TRADED FD 6,426.0 $313K 0.01% +477.0 +8.0% $48.71 -0.1%
376 EXR EXTRA SPACE STORAGE INC Real Estate 2,379.0 $312K 0.01% +97.0 +4.2% $131.13 +4.4%
377 OIH VANECK ETF TRUST 766.0 $310K 0.01% +48.0 +6.7% $404.21 +12.3%
378 ERH ALLSPRING UTILITIES AND HIGH Financial Services 25,355.0 $307K 0.01% +4K +21.5% $12.10 -4.4%
379 IYH ISHARES TR 4,888.0 $301K 0.01% +1K +39.8% $61.64 -0.8%
380 MOOG INC 1,022.0 $299K 0.01% +20.0 +2.0% $292.64
Page 19 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%