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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 9 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AIM ETF PRODUCTS TRUST 107.0 $3K 0.00% -8K -98.7% $25.70
162 LOW LOWES COS INC Consumer Cyclical 11.0 $3K 0.00% -1.0 -8.3% $236.27 -6.0%
163 ADI ANALOG DEVICES INC Technology 8.0 $3K 0.00% -187.0 -95.9% $319.25 +36.1%
164 WDAY WORKDAY INC Technology 19.0 $2K 0.00% -202.0 -91.4% $129.89 -10.0%
165 TOTALENERGIES SE 27.0 $2K 0.00% -4K -99.3% $90.96
166 PHM PULTE GROUP INC Consumer Cyclical 19.0 $2K 0.00% -264.0 -93.3% $118.00 +7.6%
167 GSK GSK PLC Healthcare 36.0 $2K 0.00% -3K -98.7% $55.19 -8.2%
168 FIS FIDELITY NATL INFORMATION SV Technology 40.0 $2K 0.00% -159.0 -79.9% $46.90 -18.5%
169 JBHT HUNT J B TRANS SVCS INC Industrials 8.0 $2K -57.0 -87.7% $217.75 +24.6%
170 TEAM ATLASSIAN CORPORATION Technology 22.0 $2K -68.0 -75.6% $68.27 +21.2%
171 BSX BOSTON SCIENTIFIC CORP Healthcare 20.0 $1K -180.0 -90.0% $62.75 -27.8%
172 WBD WARNER BROS DISCOVERY INC Communication Services 42.0 $1K -2K -97.4% $27.45 -4.6%
173 MPWR MONOLITHIC PWR SYS INC Technology 1.0 $1K -24.0 -96.0% $1093.00 +43.1%
174 DEO DIAGEO PLC Consumer Defensive 13.0 $968.0 -784.0 -98.4% $74.46 +8.0%
175 NOW SERVICENOW INC Technology 8.0 $836.0 -302.0 -97.4% $104.50 -9.1%
176 CDNS CADENCE DESIGN SYSTEM INC Technology 3.0 $834.0 -50.0 -94.3% $278.00 +39.3%
177 USB US BANCORP Financial Services 13.0 $657.0 -4K -99.7% $50.54 +15.0%
178 KDP KEURIG DR PEPPER INC Consumer Defensive 24.0 $632.0 -541.0 -95.8% $26.33 +16.8%
179 NIO NIO INC Consumer Cyclical 100.0 $603.0 -156.0 -60.9% $6.03 -16.7%
180 VWO VANGUARD INTL EQUITY INDEX F 5.0 $297.0 -251.0 -98.0% $59.40 +2.3%
Page 9 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%