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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 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CF CF INDUSTRIES HOLD Basic Materials 20,434.0 $2.7M 0.09% -26K -56.0% $129.85 -1.5%
82 NVS NOVARTIS AG Healthcare 17,332.0 $2.6M 0.09% -887.0 -4.9% $152.75 -2.4%
83 PFF ISHARES TR 87,020.0 $2.6M 0.09% -10K -10.5% $30.32 +2.2%
84 GD GENERAL DYNAMICS CORP Industrials 6,908.0 $2.4M 0.08% -231.0 -3.2% $343.24 -0.0%
85 BIV VANGUARD BD INDEX FDS 29,527.0 $2.3M 0.07% -2K -6.2% $77.18 -1.9%
86 LBRT LIBERTY ENERGY INC Energy 76,463.0 $2.2M 0.07% -5K -6.3% $28.80 +14.8%
87 BUG GLOBAL X FDS 87,123.0 $2.2M 0.07% -71K -44.9% $25.10 +30.5%
88 VRT VERTIV HOLDINGS CO Industrials 8,554.0 $2.1M 0.07% -2K -16.1% $250.58 +35.6%
89 TLT ISHARES TR 24,677.0 $2.1M 0.07% -1K -5.1% $86.69 -4.2%
90 BX BLACKSTONE INC Financial Services 18,230.0 $2.1M 0.07% -4K -17.6% $114.96 -0.6%
91 HCA HCA HEALTHCARE INC Healthcare 4,319.0 $2.0M 0.07% -99.0 -2.2% $473.25 -10.7%
92 VALE VALE S A Basic Materials 127,146.0 $2.0M 0.07% -38K -22.8% $15.91 +2.5%
93 IWD ISHARES TR 9,422.0 $2.0M 0.07% -79K -89.4% $213.69 +8.4%
94 EME EMCOR GROUP INC Industrials 2,700.0 $2.0M 0.07% -51.0 -1.9% $738.40 +18.8%
95 WT WISDOMTREE INC Financial Services 135,457.0 $2.0M 0.07% -3K -2.3% $14.56 +33.1%
96 D DOMINION ENERGY INC Utilities 31,664.0 $2.0M 0.06% -751.0 -2.3% $61.82 +9.3%
97 PNC PNC FINL SVCS GROUP INC Financial Services 9,157.0 $1.9M 0.06% -995.0 -9.8% $208.11 +2.7%
98 SHOP SHOPIFY INC Technology 15,824.0 $1.9M 0.06% -993.0 -5.9% $118.62 -13.7%
99 TFC TRUIST FINL CORP Financial Services 40,770.0 $1.9M 0.06% -763.0 -1.8% $45.93 +2.4%
100 OSIS OSI SYSTEMS INC Technology 7,040.0 $1.9M 0.06% -153.0 -2.1% $265.51 -21.7%
Page 5 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%