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Portfolio (Quarterly) Guide ↗

Lloyd Advisory Services, LLC.

· CIK 0001802474
13F Portfolio $349M AUM 581 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 525 New 150 Added 188 Reduced 218 Exited
Page 2 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AGEM ABRDN FDS 29,702.0 $1.2M 0.34% +7K +29.4% $40.56 +25.9%
22 KO COCA COLA CO Consumer Defensive 15,581.0 $1.2M 0.34% +10K +198.5% $76.05 +4.4%
23 AAPL APPLE INC Technology 4,606.0 $1.2M 0.34% +2K +96.6% $253.80 +17.4%
24 LRCX LAM RESEARCH CORP Technology 5,437.0 $1.2M 0.33% +5K +1768.4% $213.66 +82.1%
25 GOOGL ALPHABET INC Communication Services 3,566.0 $1.0M 0.29% +3K +379.3% $287.52 +28.0%
26 CME CME GROUP INC Financial Services 3,361.0 $993K 0.28% +3K +600.2% $295.32 -16.6%
27 ITW ILLINOIS TOOL WKS INC Industrials 3,508.0 $913K 0.26% +3K +2092.5% $260.31 +1.5%
28 JNJ JOHNSON & JOHNSON Healthcare 3,354.0 $820K 0.23% +2K +247.9% $244.43 -6.6%
29 VEA VANGUARD TAX-MANAGED FDS 11,355.0 $728K 0.21% +11K +10000.0% $64.08 +12.8%
30 PLD PROLOGIS INC. Real Estate 5,333.0 $705K 0.20% +4K +228.2% $132.19 +6.3%
31 CVX CHEVRON CORPORATION Energy 3,380.0 $699K 0.20% +2K +166.6% $206.90 -16.1%
32 CSCO CISCO SYS INC Technology 8,997.0 $698K 0.20% +5K +145.0% $77.59 +54.1%
33 NI NISOURCE INC Utilities 14,594.0 $681K 0.20% +15K +10000.0% $46.66 +1.3%
34 EXC EXELON CORP Utilities 13,769.0 $675K 0.19% +14K +10000.0% $49.02 -6.6%
35 ABBV ABBVIE INC Healthcare 3,063.0 $666K 0.19% +2K +170.1% $217.47 -0.5%
36 LMT LOCKHEED MARTIN CORP Industrials 1,085.0 $656K 0.19% +1K +10000.0% $604.25 -15.4%
37 ITA ISHARES TR 2,951.0 $646K 0.18% +3K +7097.6% $218.76 +9.2%
38 GPC GENUINE PARTS CO Consumer Cyclical 5,974.0 $632K 0.18% +6K +3542.7% $105.76 +2.8%
39 CNA CNA FINL CORP Financial Services 13,536.0 $622K 0.18% +13K +2483.2% $45.92 -3.1%
40 WEC WEC ENERGY GROUP INC Utilities 5,321.0 $616K 0.18% +5K +718.6% $115.76 -3.1%
Page 2 of 8  ·  150 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 19.6%
Industrials 18.5%
Utilities 9.6%
Healthcare 4.8%
Energy 4.7%
Consumer Defensive 4.2%
Real Estate 3.8%
Consumer Cyclical 3.3%
Communication Services 2.7%