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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 22 of 27  ·  525 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 EPAM EPAM SYS INC Technology 7.0 $948.0 NEW $135.43 -43.4%
422 ROKU ROKU INC Communication Services 10.0 $946.0 NEW $94.60 +46.0%
423 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 12.0 $870.0 NEW $72.50 +26.0%
424 INTU INTUIT Technology 2.0 $865.0 NEW $432.50 -38.3%
425 NKE NIKE INC Consumer Cyclical 16.0 $859.0 NEW $53.69 -15.8%
426 CLVT CLARIVATE PLC Technology 320.0 $810.0 NEW $2.53 -19.4%
427 QTWO Q2 HLDGS INC Technology 17.0 $804.0 NEW $47.29 -9.4%
428 BAX BAXTER INTL INC Healthcare 46.0 $773.0 NEW $16.80 +18.4%
429 PEGA PEGASYSTEMS INC Technology 18.0 $766.0 NEW $42.56 -29.3%
430 VRSK VERISK ANALYTICS INC Industrials 4.0 $761.0 NEW $190.25 -8.6%
431 FTSM FIRST TR EXCHANGE-TRADED FD 13.0 $754.0 NEW $58.00 +3.2%
432 RC READY CAPITAL CORP Real Estate 466.0 $754.0 NEW $1.62 +8.2%
433 SONY SONY GROUP CORP Technology 36.0 $748.0 NEW $20.78 -2.2%
434 GSST GOLDMAN SACHS ETF TR 15.0 $745.0 NEW $49.67 +1.7%
435 PAYC PAYCOM SOFTWARE INC Technology 6.0 $729.0 NEW $121.50 +2.8%
436 SPTI SPDR SERIES TRUST 25.0 $717.0 NEW $28.68 -1.3%
437 JETS ETF SER SOLUTIONS 25.0 $621.0 NEW $24.84 +24.8%
438 DXC DXC TECHNOLOGY CO Technology 47.0 $591.0 NEW $12.57 -31.6%
439 A AGILENT TECHNOLOGIES INC Healthcare 5.0 $588.0 NEW $117.60 +8.0%
440 PTLC PACER FDS TR 10.0 $530.0 NEW $53.00 +9.9%
Page 22 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%