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Portfolio (Quarterly) Guide ↗

LEVEL FOUR ADVISORY SERVICES, LLC

· CIK 0001696715
13F Portfolio $3.1B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 842 New
Page 15 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 EEM ISHARES TR 37,471.0 $2.1M 0.07% NEW $54.71 +19.3%
282 TFC TRUIST FINL CORP Financial Services 41,533.0 $2.0M 0.07% NEW $49.22 -3.0%
283 FVD FIRST TR EXCHANGE-TRADED FD 43,264.0 $2.0M 0.07% NEW $46.08 +2.9%
284 MRVL MARVELL TECHNOLOGY INC Technology 23,140.0 $2.0M 0.06% NEW $84.98 +116.0%
285 LQD ISHARES TR 17,382.0 $1.9M 0.06% NEW $110.19 -2.1%
286 SHEL SHELL PLC Energy 25,976.0 $1.9M 0.06% NEW $73.48 +18.5%
287 KKR KKR & CO INC Financial Services 14,966.0 $1.9M 0.06% NEW $127.49 -26.4%
288 D DOMINION ENERGY INC Utilities 32,415.0 $1.9M 0.06% NEW $58.59 +15.6%
289 PFE PFIZER INC Healthcare 76,028.0 $1.9M 0.06% NEW $24.90 +3.5%
290 WSO WATSCO INC Industrials 5,593.0 $1.9M 0.06% NEW $336.95 +15.9%
291 GMAB GENMAB A/S Healthcare 61,027.0 $1.9M 0.06% NEW $30.80 -11.9%
292 AYI ACUITY INC Industrials 5,210.0 $1.9M 0.06% NEW $360.05 -23.0%
293 TM TOYOTA MOTOR CORP Consumer Cyclical 8,756.0 $1.9M 0.06% NEW $214.08 -11.5%
294 XLE SELECT SECTOR SPDR TR 41,366.0 $1.8M 0.06% NEW $44.71 +34.5%
295 OSIS OSI SYSTEMS INC Technology 7,193.0 $1.8M 0.06% NEW $255.06 -17.8%
296 FTEC FIDELITY COVINGTON TRUST 8,149.0 $1.8M 0.06% NEW $224.67 +20.4%
297 VXUS VANGUARD STAR FDS 24,148.0 $1.8M 0.06% NEW $75.44 +11.2%
298 KMI KINDER MORGAN INC DEL Energy 66,023.0 $1.8M 0.06% NEW $27.49 +22.9%
299 NKE NIKE INC Consumer Cyclical 28,110.0 $1.8M 0.06% NEW $63.71 -31.2%
300 SFBS SERVISFIRST BANCSHARES INC Financial Services 24,777.0 $1.8M 0.06% NEW $71.79 +6.9%
Page 15 of 43  ·  842 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 30.3%
Financial Services 19.5%
Consumer Cyclical 10.0%
Industrials 9.0%
Healthcare 8.6%
Communication Services 7.4%
Consumer Defensive 5.5%
Energy 4.6%
Utilities 2.7%
Real Estate 1.3%