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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 33 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 AI C3 AI INC Technology 26,527.0 $358K 0.01% NEW $13.48 -34.5%
642 CPNG COUPANG INC Consumer Cyclical 15,136.0 $357K 0.01% NEW $23.59 -33.4%
643 CINF CINCINNATI FINL CORP Financial Services 2,180.0 $356K 0.01% NEW $163.32 +2.8%
644 LUV SOUTHWEST AIRLS CO Industrials 8,604.0 $356K 0.01% NEW $41.33 -7.2%
645 LITE LUMENTUM HLDGS INC Technology 964.0 $355K 0.01% NEW $368.59 +140.1%
646 PFFD GLOBAL X FDS 18,729.0 $354K 0.01% NEW $18.91 -1.1%
647 SLQD ISHARES TR 6,980.0 $354K 0.01% NEW $50.70 -1.0%
648 VPU VANGUARD WORLD FD 1,899.0 $351K 0.01% NEW $185.08 +3.8%
649 ATO ATMOS ENERGY CORP Utilities 2,090.0 $350K 0.01% NEW $167.65 +6.0%
650 ISTB ISHARES TR 7,181.0 $350K 0.01% NEW $48.75 -1.4%
651 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,833.0 $350K 0.01% NEW $91.21 +0.6%
652 GFF GRIFFON CORP Industrials 4,739.0 $349K 0.01% NEW $73.65 +12.5%
653 VGSH VANGUARD SCOTTSDALE FDS 5,936.0 $349K 0.01% NEW $58.73 -1.0%
654 TSCO TRACTOR SUPPLY CO Consumer Cyclical 6,903.0 $345K 0.01% NEW $50.01 -36.6%
655 CDNS CADENCE DESIGN SYSTEM INC Technology 1,102.0 $344K 0.01% NEW $312.58 +8.2%
656 ICF ISHARES TR 5,731.0 $342K 0.01% NEW $59.67 +12.9%
657 VGIT VANGUARD SCOTTSDALE FDS 5,698.0 $341K 0.01% NEW $59.93 -2.5%
658 XLG INVESCO EXCHANGE TRADED FD T 5,730.0 $340K 0.01% NEW $59.28 +6.3%
659 BK BANK NEW YORK MELLON CORP Financial Services 2,917.0 $339K 0.01% NEW $116.09 +17.4%
660 ROK ROCKWELL AUTOMATION INC Industrials 868.0 $338K 0.01% NEW $389.07 +12.2%
Page 33 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%