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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 8 of 44  ·  866 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VCIT VANGUARD SCOTTSDALE FDS 75,050.0 $6.2M 0.20% +5K +7.9% $82.75 -1.5%
142 JEPI J P MORGAN EXCHANGE TRADED F 109,533.0 $6.2M 0.20% +4K +3.9% $56.68 -1.1%
143 AMP AMERIPRISE FINL INC Financial Services 13,924.0 $6.2M 0.20% +2K +15.8% $444.43 +4.4%
144 IWR ISHARES TR 63,511.0 $6.2M 0.20% +811.0 +1.3% $97.23 +6.0%
145 MDB MONGODB INC Technology 25,170.0 $6.2M 0.20% +12K +91.5% $244.77 +34.8%
146 IJT ISHARES TR 42,522.0 $6.2M 0.20% $144.71 +8.8%
147 GATX GATX CORP Industrials 35,702.0 $6.1M 0.20% -674.0 -1.9% $170.74 +0.3%
148 VTV VANGUARD INDEX FDS 30,389.0 $6.0M 0.20% +186.0 +0.6% $196.21 +5.5%
149 WTS WATTS WATER TECHNOLOGIES INC Industrials 20,446.0 $5.9M 0.20% NEW $290.30 +4.0%
150 AOS SMITH A O CORP Industrials 89,929.0 $5.9M 0.20% +2K +2.6% $65.94 -15.2%
151 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 17,509.0 $5.9M 0.19% +167.0 +1.0% $337.98 +17.2%
152 DOCU DOCUSIGN INC Technology 121,824.0 $5.8M 0.19% +24K +24.0% $47.41 +3.4%
153 CGMS CAPITAL GRP FIXED INCM ETF T 211,730.0 $5.8M 0.19% +36K +20.8% $27.23 +0.1%
154 DGRO ISHARES TR 81,534.0 $5.7M 0.19% -1K -1.5% $70.18 +4.8%
155 UPS UNITED PARCEL SVCS INC Industrials 58,081.0 $5.7M 0.19% +11K +24.6% $98.38 -2.9%
156 UNP UNION PAC CORP Industrials 23,346.0 $5.7M 0.19% +2K +8.3% $242.63 +13.4%
157 EMXC ISHARES INC 71,656.0 $5.6M 0.18% +9K +15.0% $78.66 +17.1%
158 ROP ROPER TECHNOLOGIES INC Industrials 15,808.0 $5.6M 0.18% +7K +87.8% $353.86 -6.5%
159 AMAT APPLIED MATLS INC Technology 16,340.0 $5.6M 0.18% -20K -55.6% $341.82 +19.0%
160 DUK DUKE ENERGY CORP NEW Utilities 42,628.0 $5.6M 0.18% +1K +2.6% $130.94 -6.2%
Page 8 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%