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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 20 of 44  ·  866 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 NKE NIKE INC Consumer Cyclical 23,320.0 $1.2M 0.04% -5K -17.0% $52.82 -19.7%
382 FN FABRINET Technology 2,358.0 $1.2M 0.04% -408.0 -14.8% $521.52 +30.0%
383 SHV ISHARES TR 11,113.0 $1.2M 0.04% +834.0 +8.1% $110.40 -0.1%
384 DELL DELL TECHNOLOGIES INC Technology 7,428.0 $1.2M 0.04% -2K -18.9% $164.16 +43.3%
385 FIDU FIDELITY COVINGTON TRUST 14,038.0 $1.2M 0.04% -176.0 -1.2% $86.52 +6.8%
386 ITRI ITRON INC Technology 13,469.0 $1.2M 0.04% +6K +84.6% $89.63 -13.0%
387 VGIT VANGUARD SCOTTSDALE FDS 20,132.0 $1.2M 0.04% +14K +253.3% $59.55 -1.4%
388 ECL ECOLAB INC Basic Materials 4,505.0 $1.2M 0.04% +23.0 +0.5% $266.04 -7.6%
389 ITA ISHARES TR 5,473.0 $1.2M 0.04% +94.0 +1.8% $218.77 +2.1%
390 CEG CONSTELLATION ENERGY CORP Utilities 4,254.0 $1.2M 0.04% +87.0 +2.1% $279.25 -6.7%
391 VSEC VSE CORP Industrials 6,427.0 $1.2M 0.04% +2K +47.8% $184.40 -8.9%
392 GEF GREIF INC Consumer Cyclical 17,636.0 $1.2M 0.04% -3K -15.2% $67.07 -8.6%
393 SHYG ISHARES TR 27,892.0 $1.2M 0.04% -5K -14.9% $42.31 +0.2%
394 STIP ISHARES TR 11,408.0 $1.2M 0.04% +800.0 +7.5% $103.43 -0.0%
395 FRDM EA SERIES TRUST 21,111.0 $1.2M 0.04% -2K -8.4% $54.65 +22.0%
396 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,857.0 $1.1M 0.04% +1K +370.1% $616.76 +7.7%
397 VNQ VANGUARD INDEX FDS 12,874.0 $1.1M 0.04% -236.0 -1.8% $88.70 +8.8%
398 CUSHMAN AND WAKEFIELD LTD 92,718.0 $1.1M 0.04% +34K +57.9% $12.26
399 CTVA CORTEVA INC Basic Materials 13,562.0 $1.1M 0.04% +1K +12.0% $83.72 -5.6%
400 IRM IRON MTN INC DEL Real Estate 11,094.0 $1.1M 0.04% $102.14 +20.9%
Page 20 of 44  ·  866 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%