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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 23 of 27  ·  525 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ELEVATION SERIES TRUST 19.0 $521.0 NEW $27.42
442 SLVM SYLVAMO CORP Basic Materials 12.0 $514.0 NEW $42.83 -7.4%
443 CRNT CERAGON NETWORKS LTD Technology 215.0 $464.0 NEW $2.16 +25.1%
444 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 46.0 $457.0 NEW $9.93 +7.8%
445 TGLS TECNOGLASS INC Basic Materials 10.0 $447.0 NEW $44.70 +2.8%
446 CHTR CHARTER COMMUNICATIONS INC Communication Services 2.0 $432.0 NEW $216.00 -41.6%
447 MILLROSE PPTYS INC 15.0 $420.0 NEW $28.00
448 XSOE WISDOMTREE TR 10.0 $408.0 NEW $40.80 +24.3%
449 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 53.0 $364.0 NEW $6.87 +23.2%
450 LUMN LUMEN TECHNOLOGIES INC Communication Services 47.0 $327.0 NEW $6.96 +17.9%
451 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 23.0 $319.0 NEW $13.87 +26.4%
452 FPX FIRST TR EXCHANGE-TRADED FD 2.0 $318.0 NEW $159.00 +26.0%
453 SFIX STITCH FIX INC Consumer Cyclical 93.0 $308.0 NEW $3.31 +21.7%
454 WAT WATERS CORP Healthcare 1.0 $298.0 NEW $298.00 +19.3%
455 ABAT AMERICAN BATTERY TECHNOLOGY Basic Materials 98.0 $273.0 NEW $2.79 +12.0%
456 QBUF INNOVATOR ETFS TRUST 9.0 $263.0 NEW $29.22 +5.1%
457 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 16.0 $239.0 NEW $14.94 +12.3%
458 XOP SPDR SERIES TRUST 1.0 $238.0 NEW $238.00 -35.6%
459 TIP ISHARES TR 2.0 $221.0 NEW $110.50 -1.0%
460 APLD APPLIED DIGITAL CORP Technology 9.0 $218.0 NEW $24.22 +92.3%
Page 23 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%