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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 6 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IJJ ISHARES TR 35,307.0 $4.7M 0.15% +670.0 +1.9% $132.50 +3.7%
102 MDT MEDTRONIC PLC Healthcare 53,937.0 $4.7M 0.15% +10K +21.8% $86.65 -10.8%
103 XLV SELECT SECTOR SPDR TR 31,142.0 $4.6M 0.15% +630.0 +2.1% $146.61 +0.5%
104 DIS DISNEY WALT CO Communication Services 47,248.0 $4.6M 0.15% +3K +6.5% $96.38 +7.9%
105 CB CHUBB LTD SWITZ Financial Services 13,664.0 $4.5M 0.15% +201.0 +1.5% $325.96 +1.3%
106 PANW PALO ALTO NETWORKS INC Technology 27,356.0 $4.4M 0.14% +5K +22.0% $160.32 +54.4%
107 INGR INGREDION INC Consumer Defensive 38,798.0 $4.4M 0.14% +15K +60.5% $112.66 -10.0%
108 GILD GILEAD SCIENCES INC Healthcare 30,368.0 $4.2M 0.14% +1K +4.7% $139.37 -7.0%
109 FENI FIDELITY COVINGTON TRUST 113,123.0 $4.2M 0.14% +2K +1.8% $37.20 +5.2%
110 PLTR PALANTIR TECHNOLOGIES INC Technology 28,630.0 $4.2M 0.14% +3K +13.8% $146.28 -7.6%
111 RF REGIONS FINANCIAL CORP NEW Financial Services 155,640.0 $4.1M 0.13% +116K +293.9% $26.12 +3.3%
112 DIVO AMPLIFY ETF TR 90,049.0 $4.0M 0.13% +4K +5.2% $44.85 +1.4%
113 ANET ARISTA NETWORKS INC Technology 32,508.0 $4.0M 0.13% +804.0 +2.5% $122.78 +15.3%
114 STZ CONSTELLATION BRANDS INC Consumer Defensive 26,286.0 $3.9M 0.13% +8K +40.9% $150.00 -1.6%
115 OC OWENS CORNING NEW Industrials 36,151.0 $3.9M 0.13% +16K +76.4% $108.22 +3.7%
116 DXCM DEXCOM INC Healthcare 61,164.0 $3.8M 0.13% +4K +7.6% $62.80 +3.6%
117 ENB ENBRIDGE INC Energy 69,642.0 $3.8M 0.12% +50K +246.9% $54.14 +4.1%
118 GEV GE VERNOVA INC Utilities 4,277.0 $3.7M 0.12% +84.0 +2.0% $873.00 +16.0%
119 SIVR ABRDN SILVER ETF TRUST Financial Services 50,422.0 $3.6M 0.12% +37K +283.0% $71.61 -1.9%
120 WEC WEC ENERGY GROUP INC Utilities 31,106.0 $3.6M 0.12% +3K +9.1% $115.77 -5.4%
Page 6 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%