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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 8 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MMM 3M CO Industrials 37.0 $5K 0.00% -625.0 -94.4% $145.24 +10.6%
142 CCL CARNIVAL CORP Consumer Cyclical 205.0 $5K 0.00% -652.0 -76.1% $25.89 +19.2%
143 AVSF AMERICAN CENTY ETF TR 112.0 $5K 0.00% -399.0 -78.1% $46.96 -1.0%
144 ODFL OLD DOMINION FREIGHT LINE IN Industrials 26.0 $5K 0.00% -51.0 -66.2% $199.08 +11.0%
145 BTI BRITISH AMERN TOB PLC Consumer Defensive 83.0 $5K 0.00% -4K -97.8% $58.47 +0.8%
146 JAAA JANUS DETROIT STR TR 95.0 $5K 0.00% -6K -98.5% $50.37 +0.5%
147 O REALTY INCOME CORP Real Estate 77.0 $5K 0.00% -3K -97.2% $61.44 -2.0%
148 AMT AMERICAN TOWER CORP Real Estate 27.0 $5K 0.00% -142.0 -84.0% $172.59 +2.0%
149 MDB MONGODB INC Technology 18.0 $4K 0.00% -31.0 -63.3% $244.78 +35.9%
150 SYY SYSCO CORP Consumer Defensive 59.0 $4K 0.00% -277.0 -82.4% $71.32 +10.3%
151 UNILEVER PLC 72.0 $4K 0.00% -1K -94.8% $56.97
152 HPQ HP INC Technology 213.0 $4K 0.00% -740.0 -77.7% $19.21 +22.3%
153 FDX FEDEX CORP Industrials 11.0 $4K 0.00% -23.0 -67.7% $356.18 -8.4%
154 KR KROGER CO Consumer Defensive 52.0 $4K 0.00% -404.0 -88.6% $72.56 -22.0%
155 EMB ISHARES TR 38.0 $4K 0.00% -817.0 -95.6% $93.21 +3.8%
156 EPR EPR PPTYS Real Estate 70.0 $3K 0.00% -317.0 -81.9% $49.96 +15.1%
157 AHYB AMERICAN CENTY ETF TR 75.0 $3K 0.00% -1K -94.2% $46.07 +0.5%
158 MDLZ MONDELEZ INTL INC Consumer Defensive 57.0 $3K 0.00% -1K -95.5% $57.63 +4.3%
159 CMCSA COMCAST CORP NEW Communication Services 113.0 $3K 0.00% -446.0 -79.8% $28.71 -21.9%
160 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 19.0 $3K 0.00% -164.0 -89.6% $153.32 -12.7%
Page 8 of 10  ·  188 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%