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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 3 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EMR EMERSON ELEC CO Industrials 4,487.0 $588K 0.17% +4K +10000.0% $131.02 +15.0%
42 PLTR PALANTIR TECHNOLOGIES INC Technology 3,899.0 $570K 0.16% +3K +327.5% $146.30 -12.2%
43 SJM SMUCKER J M CO Consumer Defensive 5,844.0 $564K 0.16% +6K +2237.6% $96.44 +15.0%
44 MSFT MICROSOFT CORP Technology 1,435.0 $531K 0.15% +412.0 +40.3% $370.23 +2.5%
45 WM WASTE MGMT INC DEL Industrials 2,063.0 $474K 0.14% +2K +10000.0% $229.80 -6.6%
46 AMZN AMAZON COM INC Consumer Cyclical 2,274.0 $474K 0.14% +503.0 +28.4% $208.27 +17.3%
47 IUSB ISHARES TR 9,989.0 $461K 0.13% +7K +294.8% $46.19 -0.2%
48 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,164.0 $456K 0.13% +872.0 +298.6% $391.76 +173.2%
49 VTV VANGUARD INDEX FDS 2,130.0 $418K 0.12% +2K +1752.2% $196.22 +10.3%
50 SHV ISHARES TR 3,380.0 $373K 0.11% +3K +10000.0% $110.39 -0.1%
51 TSLA TESLA INC Consumer Cyclical 987.0 $367K 0.10% +580.0 +142.5% $371.75 +7.7%
52 VGIT VANGUARD SCOTTSDALE FDS 5,773.0 $344K 0.10% +4K +292.4% $59.55 -1.2%
53 CNP CENTERPOINT ENERGY INC Utilities 7,914.0 $342K 0.10% +7K +1706.8% $43.16 -0.8%
54 VRT VERTIV HOLDINGS CO Industrials 1,357.0 $340K 0.10% +1K +562.0% $250.61 +32.9%
55 GILD GILEAD SCIENCES INC Healthcare 2,381.0 $332K 0.10% +2K +297.5% $139.36 -11.2%
56 AMGN AMGEN INC Healthcare 939.0 $331K 0.10% +383.0 +68.9% $352.01 -4.1%
57 EIX EDISON INTL Utilities 4,365.0 $319K 0.09% +4K +2285.2% $73.18 -1.8%
58 HWM HOWMET AEROSPACE INC Industrials 1,365.0 $315K 0.09% +1K +3400.0% $230.48 +20.5%
59 LLY ELI LILLY & CO Healthcare 320.0 $294K 0.08% +281.0 +720.5% $918.48 +19.6%
60 MGK VANGUARD WORLD FD 799.0 $294K 0.08% +240.0 +42.9% $367.61 -75.9%
Page 3 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%