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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 5 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AOS SMITH A O CORP Industrials 89,929.0 $5.9M 0.20% +2K +2.6% $65.94 -16.1%
82 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 17,509.0 $5.9M 0.19% +167.0 +1.0% $337.98 +15.7%
83 DOCU DOCUSIGN INC Technology 121,824.0 $5.8M 0.19% +24K +24.0% $47.41 +5.6%
84 CGMS CAPITAL GRP FIXED INCM ETF T 211,730.0 $5.8M 0.19% +36K +20.8% $27.23 +0.1%
85 UPS UNITED PARCEL SVCS INC Industrials 58,081.0 $5.7M 0.19% +11K +24.6% $98.38 -4.3%
86 UNP UNION PAC CORP Industrials 23,346.0 $5.7M 0.19% +2K +8.3% $242.63 +12.0%
87 EMXC ISHARES INC 71,656.0 $5.6M 0.18% +9K +15.0% $78.66 +16.9%
88 ROP ROPER TECHNOLOGIES INC Industrials 15,808.0 $5.6M 0.18% +7K +87.8% $353.86 -6.1%
89 DUK DUKE ENERGY CORP NEW Utilities 42,628.0 $5.6M 0.18% +1K +2.6% $130.94 -5.9%
90 TGT TARGET CORP Consumer Defensive 45,577.0 $5.5M 0.18% +12K +34.7% $121.20 +0.1%
91 PEP PEPSICO INC Consumer Defensive 35,279.0 $5.5M 0.18% +5K +15.4% $155.30 -3.6%
92 BR BROADRIDGE FINL SOLUTIONS IN Technology 33,190.0 $5.4M 0.18% +9K +35.4% $162.48 -7.8%
93 O REALTY INCOME CORP Real Estate 88,089.0 $5.4M 0.18% +4K +4.7% $61.18 +0.6%
94 IJR ISHARES TR 42,123.0 $5.2M 0.17% +601.0 +1.4% $124.25 +7.1%
95 AMGN AMGEN INC Healthcare 14,851.0 $5.2M 0.17% +932.0 +6.7% $351.85 -8.3%
96 CMCSA COMCAST CORP NEW Communication Services 180,305.0 $5.2M 0.17% +69K +62.2% $28.71 -12.8%
97 IWP ISHARES TR 39,438.0 $5.1M 0.17% +2K +5.6% $128.12 +5.2%
98 EEM ISHARES TR 84,581.0 $4.8M 0.16% +47K +125.7% $56.78 +12.8%
99 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 16,363.0 $4.8M 0.16% +5K +46.2% $292.76 +34.1%
100 SLV ISHARES SILVER TR Financial Services 69,958.0 $4.8M 0.16% +13K +22.5% $68.14 -2.7%
Page 5 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%