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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 10 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AMGN AMGEN INC Healthcare 13,919.0 $4.6M 0.15% NEW $327.33 +1.0%
182 EMXC ISHARES INC 62,300.0 $4.5M 0.15% NEW $72.68 +26.7%
183 PLTR PALANTIR TECHNOLOGIES INC Technology 25,160.0 $4.5M 0.15% NEW $177.75 -24.0%
184 AXP AMERICAN EXPRESS CO Financial Services 11,892.0 $4.4M 0.14% NEW $370.01 -16.4%
185 PEP PEPSICO INC Consumer Defensive 30,558.0 $4.4M 0.14% NEW $143.52 +3.9%
186 COWG PACER FDS TR 123,793.0 $4.4M 0.14% NEW $35.21 +5.1%
187 EPD ENTERPRISE PRODS PARTNERS L Energy 135,459.0 $4.3M 0.14% NEW $32.06 +23.1%
188 VRTX VERTEX PHARMACEUTICALS INC Healthcare 9,553.0 $4.3M 0.14% NEW $453.36 -3.7%
189 MDT MEDTRONIC PLC Healthcare 44,299.0 $4.3M 0.14% NEW $96.06 -19.5%
190 FMDE FIDELITY COVINGTON TRUST 116,045.0 $4.2M 0.14% NEW $36.38 +4.9%
191 SO SOUTHERN CO Utilities 48,364.0 $4.2M 0.14% NEW $87.20 +7.5%
192 CB CHUBB LIMITED Financial Services 13,463.0 $4.2M 0.14% NEW $312.16 +5.8%
193 T AT&T INC Communication Services 168,767.0 $4.2M 0.14% NEW $24.84 -1.6%
194 RALLIANT CORP 81,902.0 $4.2M 0.14% NEW $50.91
195 ANET ARISTA NETWORKS INC Technology 31,704.0 $4.2M 0.14% NEW $131.03 +8.1%
196 PANW PALO ALTO NETWORKS INC Technology 22,419.0 $4.1M 0.14% NEW $184.20 +34.4%
197 ORCL ORACLE CORP Technology 21,167.0 $4.1M 0.14% NEW $194.92 -4.3%
198 CHD CHURCH & DWIGHT CO INC Consumer Defensive 48,873.0 $4.1M 0.13% NEW $83.85 +14.2%
199 FENI FIDELITY COVINGTON TRUST 111,151.0 $4.1M 0.13% NEW $36.58 +7.0%
200 ISCG ISHARES TR 71,839.0 $4.0M 0.13% NEW $55.46 +7.0%
Page 10 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%