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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 18 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 NLR VANECK ETF TRUST 11,340.0 $1.4M 0.05% NEW $124.21 +0.9%
342 GEF GREIF INC Consumer Cyclical 20,800.0 $1.4M 0.05% NEW $67.70 -9.1%
343 SHYG ISHARES TR 32,784.0 $1.4M 0.05% NEW $42.87 -1.5%
344 SPBO SPDR SERIES TRUST 47,453.0 $1.4M 0.05% NEW $29.34 -2.4%
345 IDEV ISHARES TR 16,687.0 $1.4M 0.04% NEW $82.48 +6.9%
346 INSTALLED BLDG PRODS INC 5,280.0 $1.4M 0.04% NEW $259.40
347 GTES GATES INDL CORP PLC Industrials 63,061.0 $1.4M 0.04% NEW $21.47 +11.3%
348 VBK VANGUARD INDEX FDS 4,478.0 $1.4M 0.04% NEW $302.11 +10.0%
349 MGV VANGUARD WORLD FD 9,575.0 $1.4M 0.04% NEW $141.16 +9.5%
350 VONG VANGUARD SCOTTSDALE FDS 11,096.0 $1.4M 0.04% NEW $121.75 +4.1%
351 VBR VANGUARD INDEX FDS 6,378.0 $1.4M 0.04% NEW $211.80 +6.5%
352 MWA MUELLER WTR PRODS INC Industrials 55,977.0 $1.3M 0.04% NEW $23.82 +4.7%
353 CLS CELESTICA INC Technology 4,488.0 $1.3M 0.04% NEW $295.61 +18.2%
354 SIL GLOBAL X FDS 15,880.0 $1.3M 0.04% NEW $83.52 +3.9%
355 URI UNITED RENTALS INC Industrials 1,622.0 $1.3M 0.04% NEW $809.73 +13.8%
356 SYK STRYKER CORPORATION Healthcare 3,732.0 $1.3M 0.04% NEW $351.49 -10.5%
357 WMB WILLIAMS COS INC Energy 21,616.0 $1.3M 0.04% NEW $60.11 +32.8%
358 EQIX EQUINIX INC Real Estate 1,678.0 $1.3M 0.04% NEW $766.35 +36.8%
359 SPOT SPOTIFY TECHNOLOGY S A Communication Services 2,190.0 $1.3M 0.04% NEW $580.71 -25.2%
360 FERG FERGUSON ENTERPRISES INC Industrials 5,699.0 $1.3M 0.04% NEW $222.66 -1.0%
Page 18 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%