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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 10 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NTR NUTRIEN LTD Basic Materials 8,151.0 $615K 0.02% -143.0 -1.7% $75.47 -5.1%
182 TFI SPDR SERIES TRUST 13,408.0 $608K 0.02% -430.0 -3.1% $45.34 -0.6%
183 BSCR INVESCO EXCH TRD SLF IDX FD 30,943.0 $607K 0.02% -32K -50.7% $19.62 -0.2%
184 SPIP SPDR SERIES TRUST 23,322.0 $607K 0.02% -12K -33.2% $26.01 -0.7%
185 URI UNITED RENTALS INC Industrials 816.0 $595K 0.02% -806.0 -49.7% $729.34 +29.5%
186 VIRTUS EQUITY & CONV INCM FD 25,161.0 $588K 0.02% -607.0 -2.4% $23.36
187 CARR CARRIER GLOBAL CORPORATION Industrials 10,355.0 $583K 0.02% -257.0 -2.4% $56.31 +9.1%
188 SCCO SOUTHERN COPPER CORP Basic Materials 3,350.0 $576K 0.02% -160.0 -4.6% $172.06 -0.1%
189 USPH U S PHYSICAL THERAPY Healthcare 7,674.0 $575K 0.02% -1K -13.2% $74.97 -13.2%
190 LEN LENNAR CORP Consumer Cyclical 6,531.0 $567K 0.02% -2K -24.2% $86.85 -3.5%
191 MUNI PIMCO ETF TR 10,750.0 $561K 0.02% -437.0 -3.9% $52.19 -0.6%
192 ACN ACCENTURE PLC IRELAND Technology 2,823.0 $560K 0.02% -1K -28.0% $198.29 -10.8%
193 USB US BANCORP Financial Services 10,665.0 $555K 0.02% -465.0 -4.2% $52.00 +2.8%
194 IWY ISHARES TR 2,202.0 $548K 0.02% -748.0 -25.4% $248.85 +16.3%
195 IVOO VANGUARD ADMIRAL FDS INC 4,733.0 $541K 0.02% -2K -24.8% $114.34 +5.7%
196 PFFA ETFIS SER TR I 26,362.0 $537K 0.02% -8K -22.3% $20.36 +5.3%
197 SPYD SPDR SERIES TRUST 11,661.0 $531K 0.02% -756.0 -6.1% $45.52 +3.0%
198 SNPS SYNOPSYS INC Technology 1,324.0 $525K 0.02% -1K -49.8% $396.55 +25.7%
199 CUBE CUBESMART Real Estate 14,045.0 $515K 0.02% -2K -12.5% $36.65 +6.2%
200 HPE HEWLETT PACKARD ENTERPRISE C Technology 21,105.0 $503K 0.02% -661.0 -3.0% $23.81 +38.6%
Page 10 of 14  ·  274 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%