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Portfolio (Quarterly) Guide ↗

Lloyd Advisory Services, LLC.

· CIK 0001802474
13F Portfolio $258M AUM 563 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 563 New
Page 16 of 29  ·  563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SHW SHERWIN WILLIAMS CO Basic Materials 83.0 $27K 0.01% NEW $323.53 -1.1%
302 CCL CARNIVAL CORP Consumer Cyclical 857.0 $26K 0.01% NEW $30.54 -0.3%
303 IEFA ISHARES TR 289.0 $26K 0.01% NEW $89.46 +8.8%
304 VYM VANGUARD WHITEHALL FDS 177.0 $25K 0.01% NEW $143.77 +10.4%
305 BNDX VANGUARD CHARLOTTE FDS 526.0 $25K 0.01% NEW $48.30 -0.0%
306 VB VANGUARD INDEX FDS 98.0 $25K 0.01% NEW $257.95 +15.2%
307 CNA CNA FINL CORP Financial Services 524.0 $25K 0.01% NEW $47.76 -4.3%
308 FLAO AIM ETF PRODUCTS TRUST 877.0 $25K 0.01% NEW $28.43 -0.7%
309 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 364.0 $25K 0.01% NEW $68.23 +5.2%
310 SYY SYSCO CORP Consumer Defensive 336.0 $25K 0.01% NEW $73.69 +6.3%
311 GJUN FIRST TR EXCHNG TRADED FD VI 625.0 $25K 0.01% NEW $39.60 +3.7%
312 APD AIR PRODS & CHEMS INC Basic Materials 100.0 $25K 0.01% NEW $247.02 +15.0%
313 SJM SMUCKER J M CO Consumer Defensive 250.0 $24K 0.01% NEW $97.81 +10.2%
314 AVSF AMERICAN CENTY ETF TR 511.0 $24K 0.01% NEW $47.07 -1.4%
315 VRSN VERISIGN INC Technology 98.0 $24K 0.01% NEW $243.43 +2.0%
316 ONEQ FIDELITY COMWLTH TR 258.0 $24K 0.01% NEW $91.47 +12.7%
317 TPR TAPESTRY INC Consumer Cyclical 183.0 $23K 0.01% NEW $127.46 +14.2%
318 ALL ALLSTATE CORP Financial Services 110.0 $23K 0.01% NEW $208.15 +7.5%
319 JBL JABIL INC Technology 100.0 $23K 0.01% NEW $228.42 +62.8%
320 MPWR MONOLITHIC PWR SYS INC Technology 25.0 $23K 0.01% NEW $907.64 +67.7%
Page 16 of 29  ·  563 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
Financial Services 29.5%
Technology 18.7%
Healthcare 13.1%
Consumer Defensive 8.9%
Consumer Cyclical 6.8%
Utilities 6.5%
Communication Services 5.4%
Energy 4.0%
Industrials 3.0%
Real Estate 2.5%