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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 22 of 44  ·  866 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 RACE FERRARI N V Consumer Cyclical 3,050.0 $1.0M 0.03% +1K +56.6% $338.51 -2.6%
422 PERIMETER SOLUTIONS INC 42,194.0 $1.0M 0.03% +13K +46.8% $24.42
423 NOC NORTHROP GRUMMAN CORP Industrials 1,503.0 $1.0M 0.03% +40.0 +2.7% $682.45 -18.5%
424 COF CAPITAL ONE FINL CORP Financial Services 5,582.0 $1.0M 0.03% +1K +23.9% $182.43 -0.2%
425 KR KROGER CO Consumer Defensive 13,859.0 $1.0M 0.03% -1K -7.0% $72.36 -2.4%
426 TT TRANE TECHNOLOGIES PLC Industrials 2,383.0 $993K 0.03% -76.0 -3.1% $416.75 +7.5%
427 CRWV COREWEAVE INC Technology 12,705.0 $984K 0.03% +2K +14.0% $77.47 +28.8%
428 TEAM ATLASSIAN CORPORATION Technology 14,321.0 $977K 0.03% +11K +377.1% $68.25 +26.9%
429 AEM AGNICO EAGLE MINES LTD Basic Materials 4,779.0 $970K 0.03% +1K +27.8% $202.98 -12.2%
430 AVEM AMERICAN CENTY ETF TR 11,939.0 $962K 0.03% NEW $80.58 +14.5%
431 GVAL CAMBRIA ETF TR 28,867.0 $958K 0.03% +3K +11.4% $33.17 +6.6%
432 GRID FIRST TR EXCHANGE-TRADED FD 5,830.0 $954K 0.03% -13K -68.9% $163.59 +15.2%
433 INTU INTUIT Technology 2,193.0 $949K 0.03% +479.0 +27.9% $432.53 -7.6%
434 YOU CLEAR SECURE INC Technology 19,501.0 $944K 0.03% +8K +68.6% $48.41 +24.2%
435 TRV TRAVELERS COMPANIES INC Financial Services 3,214.0 $938K 0.03% +116.0 +3.7% $291.70 +4.7%
436 JGRO J P MORGAN EXCHANGE TRADED F 11,070.0 $936K 0.03% NEW $84.52 +14.7%
437 HYLS FIRST TR EXCHANGE-TRADED FD 22,982.0 $932K 0.03% -2K -7.3% $40.57 +0.9%
438 XLY SELECT SECTOR SPDR TR 8,539.0 $931K 0.03% +461.0 +5.7% $108.99 +8.2%
439 BMI BADGER METER INC Technology 6,055.0 $923K 0.03% +35.0 +0.6% $152.36 -22.5%
440 HBAN HUNTINGTON BANCSHARES INC Financial Services 57,942.0 $907K 0.03% $15.65 -1.2%
Page 22 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%