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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 9 of 44  ·  866 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TGT TARGET CORP Consumer Defensive 45,577.0 $5.5M 0.18% +12K +34.7% $121.20 -2.3%
162 PEP PEPSICO INC Consumer Defensive 35,279.0 $5.5M 0.18% +5K +15.4% $155.30 -5.0%
163 LRCX LAM RESEARCH CORP Technology 25,489.0 $5.4M 0.18% -32K -56.0% $213.67 +37.9%
164 BR BROADRIDGE FINL SOLUTIONS IN Technology 33,190.0 $5.4M 0.18% +9K +35.4% $162.48 -9.9%
165 O REALTY INCOME CORP Real Estate 88,089.0 $5.4M 0.18% +4K +4.7% $61.18 +0.9%
166 IJS ISHARES TR 45,488.0 $5.4M 0.18% $118.45 +6.5%
167 WSM WILLIAMS SONOMA INC Consumer Cyclical 29,031.0 $5.3M 0.17% -1K -4.1% $182.33 -0.9%
168 IAU ISHARES GOLD TR Financial Services 59,619.0 $5.3M 0.17% -2K -3.9% $88.16 -4.1%
169 IJR ISHARES TR 42,123.0 $5.2M 0.17% +601.0 +1.4% $124.25 +8.0%
170 AMGN AMGEN INC Healthcare 14,851.0 $5.2M 0.17% +932.0 +6.7% $351.85 -6.0%
171 CMCSA COMCAST CORP NEW Communication Services 180,305.0 $5.2M 0.17% +69K +62.2% $28.71 -13.8%
172 IWP ISHARES TR 39,438.0 $5.1M 0.17% +2K +5.6% $128.12 +6.2%
173 RTX RTX CORPORATION Industrials 25,282.0 $4.9M 0.16% -5K -17.0% $192.90 -10.0%
174 T AT&T INC Communication Services 166,166.0 $4.8M 0.16% -3K -1.5% $28.99 -14.2%
175 EEM ISHARES TR 84,581.0 $4.8M 0.16% +47K +125.7% $56.78 +14.8%
176 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 16,363.0 $4.8M 0.16% +5K +46.2% $292.76 +33.7%
177 SLV ISHARES SILVER TR Financial Services 69,958.0 $4.8M 0.16% +13K +22.5% $68.14 -0.8%
178 XLF SELECT SECTOR SPDR TR 95,576.0 $4.7M 0.15% -2K -1.9% $49.37 +3.8%
179 EPD ENTERPRISE PRODS PARTNERS L Energy 123,818.0 $4.7M 0.15% -12K -8.6% $37.84 +4.4%
180 IJJ ISHARES TR 35,307.0 $4.7M 0.15% +670.0 +1.9% $132.50 +4.1%
Page 9 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%