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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 17 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 5,717.0 $1.6M 0.05% NEW $275.42 +166.3%
322 BNDX VANGUARD CHARLOTTE FDS 32,504.0 $1.6M 0.05% NEW $48.32 -0.8%
323 CALF PACER FDS TR 35,396.0 $1.6M 0.05% NEW $44.37 +7.8%
324 SXI STANDEX INTL CORP Industrials 7,146.0 $1.6M 0.05% NEW $217.30 +12.8%
325 VT VANGUARD INTL EQUITY INDEX F 11,004.0 $1.6M 0.05% NEW $141.07 +9.6%
326 SPDW SPDR INDEX SHS FDS 34,914.0 $1.6M 0.05% NEW $44.41 +12.6%
327 ITOT ISHARES TR 10,423.0 $1.5M 0.05% NEW $148.69 +8.8%
328 BSV VANGUARD BD INDEX FDS 19,653.0 $1.5M 0.05% NEW $78.81 -1.2%
329 VOE VANGUARD INDEX FDS 8,725.0 $1.5M 0.05% NEW $177.39 +8.5%
330 PPH VANECK ETF TRUST 14,920.0 $1.5M 0.05% NEW $103.17 -0.6%
331 QUS SPDR SERIES TRUST 8,732.0 $1.5M 0.05% NEW $174.20 +5.7%
332 LBRT LIBERTY ENERGY INC Energy 81,577.0 $1.5M 0.05% NEW $18.46 +79.4%
333 INTA INTAPP INC Technology 32,774.0 $1.5M 0.05% NEW $45.82 -55.3%
334 MMSI MERIT MED SYS INC Healthcare 17,022.0 $1.5M 0.05% NEW $88.14 -27.6%
335 EMR EMERSON ELEC CO Industrials 11,297.0 $1.5M 0.05% NEW $132.73 -1.6%
336 GLW CORNING INC Technology 16,879.0 $1.5M 0.05% NEW $87.56 +100.8%
337 CEG CONSTELLATION ENERGY CORP Utilities 4,167.0 $1.5M 0.05% NEW $353.27 -26.2%
338 MELI MERCADOLIBRE INC Consumer Cyclical 719.0 $1.4M 0.05% NEW $2014.26 -20.8%
339 UFPT UFP TECHNOLOGIES INC Healthcare 6,409.0 $1.4M 0.05% NEW $222.03 -2.2%
340 SANM SANMINA CORPORATION Technology 9,417.0 $1.4M 0.05% NEW $150.07 +49.7%
Page 17 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%