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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 21 of 27  ·  525 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 SWK STANLEY BLACK & DECKER INC Industrials 19.0 $1K NEW $71.05 +22.1%
402 DELL DELL TECHNOLOGIES INC Technology 8.0 $1K NEW $164.12 +149.5%
403 SPGM SPDR INDEX SHS FDS 17.0 $1K NEW $77.24 +11.5%
404 ORN ORION GROUP HLDGS INC Industrials 119.0 $1K NEW $10.90 +45.8%
405 PSX PHILLIPS 66 Energy 7.0 $1K NEW $182.14 -8.8%
406 BDX BECTON DICKINSON & CO Healthcare 8.0 $1K NEW $158.25 -9.0%
407 FIRST TR EXCHNG TRADED FD VI 53.0 $1K NEW $23.40
408 PINS PINTEREST INC Communication Services 65.0 $1K NEW $18.34 +10.5%
409 SPTS SPDR SERIES TRUST 41.0 $1K NEW $28.83 +0.5%
410 MLM MARTIN MARIETTA MATLS INC Basic Materials 2.0 $1K NEW $588.50 +3.5%
411 GTX GARRETT MOTION INC Consumer Cyclical 63.0 $1K NEW $18.17 +88.8%
412 WCN WASTE CONNECTIONS INC Industrials 7.0 $1K NEW $162.43 -5.2%
413 ABR ARBOR REALTY TRUST INC Real Estate 146.0 $1K NEW $7.72 -32.6%
414 UPS UNITED PARCEL SVCS INC Industrials 11.0 $1K NEW $101.64 +3.2%
415 AJG GALLAGHER ARTHUR J & CO Financial Services 5.0 $1K NEW $217.40 -1.5%
416 BLD TOPBUILD COR Industrials 3.0 $1K NEW $351.33 +21.4%
417 GXO GXO LOGISTICS INCORPORATED Industrials 20.0 $1K NEW $51.85 -6.2%
418 BLOCK INC 17.0 $1K NEW $60.18
419 LRNZ ELEVATION SERIES TRUST 24.0 $960.0 NEW $40.00 +52.9%
420 VOYA VOYA FINANCIAL INC Financial Services 14.0 $956.0 NEW $68.29 +32.1%
Page 21 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%