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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 3 of 44  ·  866 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 APA APA CORPORATION Energy 316,373.0 $13.4M 0.44% -13K -4.1% $42.44 -5.4%
42 V VISA INC Financial Services 43,760.0 $13.2M 0.43% -1K -2.8% $302.25 +7.8%
43 SPTL SPDR SERIES TRUST 501,894.0 $13.2M 0.43% -34K -6.3% $26.30 -3.3%
44 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 13,055.0 $13.0M 0.43% +7K +115.0% $996.43 +5.3%
45 LMT LOCKHEED MARTIN CORP Industrials 21,382.0 $12.9M 0.42% -3K -12.2% $604.42 -14.6%
46 SANDISK CORP 19,330.0 $12.3M 0.40% -3K -13.6% $635.34
47 VTI VANGUARD INDEX FDS 37,731.0 $12.1M 0.40% +3K +9.4% $320.81 +12.9%
48 HD HOME DEPOT INC Consumer Cyclical 36,798.0 $12.1M 0.40% +3K +7.7% $328.88 -9.5%
49 IJH ISHARES TR 179,108.0 $12.1M 0.40% +15K +8.8% $67.52 +6.9%
50 GS GOLDMAN SACHS GROUP INC Financial Services 14,227.0 $12.0M 0.40% -795.0 -5.3% $846.05 +12.1%
51 IVW ISHARES TR 106,404.0 $12.0M 0.40% $113.11 +20.1%
52 UBER UBER TECHNOLOGIES INC Technology 166,101.0 $11.9M 0.39% +5K +2.9% $71.93 +4.4%
53 KLAC KLA CORP Technology 8,021.0 $11.8M 0.39% -240.0 -2.9% $1472.54 +22.5%
54 XLK SELECT SECTOR SPDR TR 85,853.0 $11.4M 0.38% +3K +3.1% $132.90 +31.2%
55 PAAA PGIM ETF TR 221,793.0 $11.4M 0.37% +16K +8.0% $51.18 +0.5%
56 TJX TJX COS INC NEW Consumer Cyclical 70,499.0 $11.3M 0.37% -708.0 -1.0% $159.69 -7.7%
57 CVX CHEVRON CORPORATION Energy 54,330.0 $11.2M 0.37% +4K +8.5% $206.92 -7.6%
58 CAT CATERPILLAR INC Industrials 15,738.0 $11.1M 0.37% -3K -15.9% $708.24 +22.0%
59 CMI CUMMINS INC Industrials 20,657.0 $11.1M 0.36% -1K -5.7% $538.04 +26.0%
60 AMD ADVANCED MICRO DEVICES INC Technology 54,089.0 $11.0M 0.36% +2K +4.7% $203.43 +106.9%
Page 3 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%