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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 24 of 27  ·  525 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 FLJP FRANKLIN TEMPLETON ETF TR 6.0 $217.0 NEW $36.17 +13.5%
462 PDBC INVESCO ACTVELY MNGD ETC FD 12.0 $208.0 NEW $17.33 -4.8%
463 SPIB SPDR SERIES TRUST 6.0 $201.0 NEW $33.50 -0.3%
464 IYLD ISHARES TR 9.0 $198.0 NEW $22.00 +1.0%
465 NOK NOKIA CORP Technology 24.0 $193.0 NEW $8.04 +67.8%
466 SCHB SCHWAB STRATEGIC TR 6.0 $151.0 NEW $25.17 +15.1%
467 VTRS VIATRIS INC Healthcare 10.0 $129.0 NEW $12.90 +19.1%
468 DGX QUEST DIAGNOSTICS INC Healthcare 1.0 $123.0 NEW $123.00 +58.5%
469 VSNT VERSANT MEDIA GROUP INC Industrials 3.0 $111.0 NEW $37.00 +3.3%
470 ALEC ALECTOR INC Healthcare 48.0 $103.0 NEW $2.15 -18.4%
471 SHM SPDR SERIES TRUST 2.0 $96.0 NEW $48.00 -0.1%
472 FVRR FIVERR INTL LTD Communication Services 9.0 $90.0 NEW $10.00 +3.8%
473 BDC BELDEN INC Technology 1.0 $88.0 NEW $88.00 +40.1%
474 STLD STEEL DYNAMICS INC Basic Materials $79.0 NEW
475 LNTH LANTHEUS HLDGS INC Healthcare 1.0 $76.0 NEW $76.00 +36.7%
476 OGN ORGANON & CO Healthcare 11.0 $66.0 NEW $6.00 +123.8%
477 IHI ISHARES TR 1.0 $64.0 NEW $64.00 -23.3%
478 CARR CARRIER GLOBAL CORPORATION Industrials 1.0 $55.0 NEW $55.00 +30.6%
479 FALN ISHARES TR 2.0 $53.0 NEW $26.50 +2.6%
480 PFF ISHARES TR 2.0 $51.0 NEW $25.50 +22.5%
Page 24 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%