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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 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PFE PFIZER INC Healthcare 66,563.0 $1.9M 0.06% -9K -12.4% $28.08 -9.8%
102 XLU SELECT SECTOR SPDR TR 40,391.0 $1.9M 0.06% -96K -70.4% $45.89 -3.4%
103 JBT MAREL CORPORATION 14,321.0 $1.8M 0.06% -565.0 -3.8% $127.87
104 ILCG ISHARES TR 19,149.0 $1.8M 0.06% -50K -72.1% $95.48 +18.9%
105 CIBR FIRST TR EXCHANGE-TRADED FD 29,000.0 $1.8M 0.06% -9K -24.0% $62.68 +28.3%
106 SXI STANDEX INTL CORP Industrials 7,070.0 $1.8M 0.06% -76.0 -1.1% $254.89 -1.5%
107 TM TOYOTA MOTOR CORP Consumer Cyclical 8,339.0 $1.7M 0.06% -417.0 -4.8% $206.11 -9.1%
108 MRVL MARVELL TECHNOLOGY INC Technology 17,209.0 $1.7M 0.06% -6K -25.6% $99.05 +70.5%
109 VXUS VANGUARD STAR FDS 22,097.0 $1.7M 0.06% -2K -8.5% $77.11 +7.4%
110 KMI KINDER MORGAN INC DEL Energy 47,903.0 $1.6M 0.05% -18K -27.4% $33.53 +0.7%
111 QUAL ISHARES TR 8,352.0 $1.6M 0.05% -273.0 -3.2% $191.83 +9.2%
112 B BARRICK MNG CORP Basic Materials 39,159.0 $1.6M 0.05% -1K -2.9% $40.79 -3.2%
113 BND VANGUARD BD INDEX FDS 21,656.0 $1.6M 0.05% -1K -4.6% $73.64 -1.6%
114 AVA AVISTA CORP Utilities 39,274.0 $1.6M 0.05% -5K -10.9% $40.14 +1.9%
115 CALF PACER FDS TR 35,103.0 $1.6M 0.05% -293.0 -0.8% $44.87 +5.0%
116 EFAV ISHARES TR 17,171.0 $1.6M 0.05% -13K -42.9% $91.37 +0.3%
117 POR PORTLAND GEN ELEC CO Utilities 29,236.0 $1.5M 0.05% -6K -16.6% $52.77 -8.5%
118 GMAB GENMAB A/S Healthcare 57,023.0 $1.5M 0.05% -4K -6.6% $26.83 -1.7%
119 DJD INVESCO EXCHANGE TRADED FD T 25,339.0 $1.5M 0.05% -2K -8.3% $59.74 +2.6%
120 SPDW SPDR INDEX SHS FDS 33,132.0 $1.5M 0.05% -2K -5.1% $45.65 +7.5%
Page 6 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%