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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 9 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BRC BRADY CORP Industrials 9,330.0 $758K 0.03% -2K -14.6% $81.24 +5.3%
162 GWW WW GRAINGER INC Industrials 689.0 $752K 0.03% -28.0 -3.9% $1090.81 +16.0%
163 CELC CELCUITY INC Healthcare 6,417.0 $732K 0.02% -3K -34.5% $114.14 +14.7%
164 SPLV INVESCO EXCH TRADED FD TR II 9,903.0 $724K 0.02% -64.0 -0.6% $73.15 +0.4%
165 IBIT ISHARES BITCOIN TRUST ETF Financial Services 18,848.0 $724K 0.02% -700.0 -3.6% $38.42 +13.2%
166 CLS CELESTICA INC Technology 2,567.0 $723K 0.02% -2K -42.8% $281.68 +20.4%
167 VMBS VANGUARD SCOTTSDALE FDS 15,130.0 $710K 0.02% -371.0 -2.4% $46.95 -1.8%
168 BKR BAKER HUGHES COMPANY Energy 11,347.0 $693K 0.02% -6K -34.4% $61.05 +7.2%
169 REGN REGENERON PHARMACEUTICALS Healthcare 895.0 $692K 0.02% -57.0 -6.0% $772.65 -18.5%
170 FDIS FIDELITY COVINGTON TRUST 7,366.0 $687K 0.02% -227.0 -3.0% $93.26 +5.7%
171 SCHF SCHWAB STRATEGIC TR 27,649.0 $684K 0.02% -277.0 -1.0% $24.75 +7.8%
172 HAS HASBRO INC Consumer Cyclical 7,290.0 $682K 0.02% -270.0 -3.6% $93.58 +0.1%
173 COWG PACER FDS TR 20,091.0 $678K 0.02% -104K -83.8% $33.74 +9.6%
174 FBT FIRST TR EXCHANGE-TRADED FD 3,369.0 $677K 0.02% -159.0 -4.5% $200.83 +2.9%
175 IJK ISHARES TR 6,365.0 $641K 0.02% -310.0 -4.6% $100.63 +7.9%
176 CI THE CIGNA GROUP Healthcare 2,388.0 $637K 0.02% -2K -43.9% $266.83 +9.2%
177 HYLB DBX ETF TR 17,339.0 $627K 0.02% -366.0 -2.1% $36.16 +0.2%
178 MTUM ISHARES TR 2,601.0 $624K 0.02% -56.0 -2.1% $239.99 +21.9%
179 PBA PEMBINA PIPELINE CORP Energy 13,900.0 $622K 0.02% -10K -41.7% $44.76 +10.5%
180 EQIX EQUINIX INC Real Estate 634.0 $622K 0.02% -1K -62.2% $980.82 +8.3%
Page 9 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%