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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 16 of 27  ·  525 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BCE BCE INC Communication Services 155.0 $4K 0.00% NEW $25.32 -8.9%
302 XPO XPO INC Industrials 20.0 $4K 0.00% NEW $194.55 +2.2%
303 HEDJ WISDOMTREE TR 74.0 $4K 0.00% NEW $52.30 +10.9%
304 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 200.0 $4K 0.00% NEW $18.70 +10.0%
305 EMHC SPDR SERIES TRUST 148.0 $4K 0.00% NEW $24.80 +2.4%
306 CASY CASEYS GEN STORES INC Consumer Cyclical 5.0 $4K 0.00% NEW $727.80 +15.6%
307 PKG PACKAGING CORP AMER Consumer Cyclical 17.0 $4K 0.00% NEW $212.24 +9.2%
308 REZI RESIDEO TECHNOLOGIES INC Industrials 107.0 $4K 0.00% NEW $33.71 -7.3%
309 NDAQ NASDAQ INC Financial Services 42.0 $4K 0.00% NEW $85.17 -3.9%
310 LEN LENNAR CORP Consumer Cyclical 41.0 $4K 0.00% NEW $87.20 +0.9%
311 OC OWENS CORNING NEW Industrials 33.0 $4K 0.00% NEW $108.21 +17.5%
312 VCIT VANGUARD SCOTTSDALE FDS 43.0 $4K 0.00% NEW $81.81 +0.6%
313 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 377.0 $3K 0.00% NEW $9.28 -10.3%
314 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 59.0 $3K 0.00% NEW $59.03 -4.4%
315 PLMR PALOMAR HLDGS INC Financial Services 29.0 $3K 0.00% NEW $119.52 -5.2%
316 SRLN SSGA ACTIVE ETF TR 85.0 $3K 0.00% NEW $40.01 +0.9%
317 LIT GLOBAL X FDS 46.0 $3K 0.00% NEW $73.85 +11.6%
318 SPHY SPDR SERIES TRUST 142.0 $3K 0.00% NEW $23.30 +0.5%
319 AVY AVERY DENNISON CORP Industrials 19.0 $3K 0.00% NEW $172.68 -8.1%
320 DOCU DOCUSIGN INC Technology 69.0 $3K 0.00% NEW $47.41 -8.8%
Page 16 of 27  ·  525 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%