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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 20 of 27  ·  525 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 RBC RBC BEARINGS INC Industrials 3.0 $2K NEW $543.00 +17.7%
382 WIX WIX COM LTD Technology 18.0 $2K NEW $90.06 -52.8%
383 ON ON SEMICONDUCTOR CORP Technology 26.0 $2K NEW $62.19 +95.6%
384 DECK DECKERS OUTDOOR CORP Consumer Cyclical 16.0 $2K NEW $100.06 +9.0%
385 EQT EQT CORP Energy 25.0 $2K NEW $63.64 -20.3%
386 BWA BORGWARNER INC Consumer Cyclical 29.0 $2K NEW $54.45 +31.9%
387 EXR EXTRA SPACE STORAGE INC Real Estate 12.0 $2K NEW $130.00 +11.8%
388 USAU U S GOLD CORP Basic Materials 100.0 $2K NEW $15.19 +4.3%
389 THC TENET HEALTHCARE CORP Healthcare 8.0 $2K NEW $188.75 -8.6%
390 HQY HEALTHEQUITY INC Healthcare 18.0 $2K NEW $83.56 +2.0%
391 VGK VANGUARD INTL EQUITY INDEX F 18.0 $1K NEW $82.44 +7.1%
392 PVH PVH CORPORATION Consumer Cyclical 21.0 $1K NEW $69.76 +10.5%
393 QBTS D-WAVE QUANTUM INC Technology 100.0 $1K NEW $14.43 +71.1%
394 GDEN GOLDEN ENTMT INC Consumer Cyclical 54.0 $1K NEW $26.44 +8.0%
395 VLTO VERALTO CORP Industrials 16.0 $1K NEW $89.25 -5.9%
396 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 20.0 $1K NEW $71.20 -13.5%
397 BOX BOX INC Technology 60.0 $1K NEW $23.63 +5.1%
398 ISRG INTUITIVE SURGICAL INC Healthcare 3.0 $1K NEW $461.00 -11.8%
399 SOUN SOUNDHOUND AI INC Technology 200.0 $1K NEW $6.86 +3.9%
400 VST VISTRA CORP Utilities 9.0 $1K NEW $151.67 +8.0%
Page 20 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%