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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 11 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CPRT COPART INC Industrials 101,164.0 $4.0M 0.13% NEW $39.15 -14.6%
202 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 11,190.0 $3.9M 0.13% NEW $350.56 +12.4%
203 DIVO AMPLIFY ETF TR 85,593.0 $3.8M 0.12% NEW $44.50 +2.2%
204 DXCM DEXCOM INC Healthcare 56,848.0 $3.8M 0.12% NEW $66.37 -1.9%
205 ROP ROPER TECHNOLOGIES INC Industrials 8,416.0 $3.7M 0.12% NEW $445.13 -25.6%
206 CGCP CAPITAL GRP FIXED INCM ETF T 165,029.0 $3.7M 0.12% NEW $22.64 -2.4%
207 XLC SELECT SECTOR SPDR TR 31,591.0 $3.7M 0.12% NEW $117.72 -1.6%
208 SLV ISHARES SILVER TR Financial Services 57,095.0 $3.7M 0.12% NEW $64.42 +3.8%
209 CF CF INDS HLDGS INC Basic Materials 46,402.0 $3.6M 0.12% NEW $77.34 +65.3%
210 GILD GILEAD SCIENCES INC Healthcare 29,013.0 $3.6M 0.12% NEW $122.74 +5.6%
211 TDG TRANSDIGM GROUP INC Industrials 2,674.0 $3.6M 0.12% NEW $1330.05 -11.1%
212 BX BLACKSTONE INC Financial Services 22,123.0 $3.4M 0.11% NEW $154.15 -25.9%
213 WM WASTE MGMT INC DEL Industrials 15,478.0 $3.4M 0.11% NEW $219.72 +1.4%
214 DFAC DIMENSIONAL ETF TRUST 85,187.0 $3.4M 0.11% NEW $39.59 +7.8%
215 PRU PRUDENTIAL FINL INC Financial Services 29,750.0 $3.4M 0.11% NEW $112.88 -8.8%
216 CELH CELSIUS HLDGS INC Consumer Defensive 73,334.0 $3.4M 0.11% NEW $45.74 -36.3%
217 CMCSA COMCAST CORP NEW Communication Services 111,142.0 $3.3M 0.11% NEW $29.89 -17.0%
218 TGT TARGET CORP Consumer Defensive 33,826.0 $3.3M 0.11% NEW $97.75 +26.2%
219 JEPQ J P MORGAN EXCHANGE TRADED F 56,878.0 $3.3M 0.11% NEW $58.12 +2.5%
220 CME CME GROUP INC Financial Services 12,035.0 $3.3M 0.11% NEW $273.08 +10.7%
Page 11 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%