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Portfolio (Quarterly) Guide ↗

Lloyd Advisory Services, LLC.

· CIK 0001802474
13F Portfolio $258M AUM 563 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 563 New
Page 14 of 29  ·  563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ITW ILLINOIS TOOL WKS INC Industrials 160.0 $39K 0.01% NEW $246.14 +8.0%
262 J P MORGAN EXCHANGE TRADED F 622.0 $39K 0.01% NEW $63.22
263 TJX TJX COS INC NEW Consumer Cyclical 256.0 $39K 0.01% NEW $153.61 +7.6%
264 NSC NORFOLK SOUTHN CORP Industrials 133.0 $38K 0.01% NEW $289.21 +5.7%
265 STE STERIS PLC Healthcare 150.0 $38K 0.01% NEW $253.52 -21.0%
266 SPBU AIM ETF PRODUCTS TRUST 1,298.0 $37K 0.01% NEW $28.15 +7.2%
267 RDVY FIRST TR EXCHANGE TRADED FD 522.0 $36K 0.01% NEW $69.49 +14.5%
268 ACN ACCENTURE PLC IRELAND Technology 130.0 $35K 0.01% NEW $268.30 -54.8%
269 VRT VERTIV HOLDINGS CO Industrials 205.0 $33K 0.01% NEW $162.01 +115.7%
270 PHM PULTE GROUP INC Consumer Cyclical 283.0 $33K 0.01% NEW $117.26 +8.0%
271 VLUE ISHARES TR 241.0 $33K 0.01% NEW $136.73 +49.4%
272 GJUL FIRST TR EXCHNG TRADED FD VI 796.0 $33K 0.01% NEW $41.33 +4.9%
273 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 510.0 $33K 0.01% NEW $64.31 +50.8%
274 SNX TD SYNNEX CORPORATION Technology 211.0 $32K 0.01% NEW $150.39 +89.1%
275 ADBE ADOBE INC Technology 90.0 $31K 0.01% NEW $349.99 -45.3%
276 SLB SLB LIMITED Energy 813.0 $31K 0.01% NEW $38.38 +24.1%
277 DAL DELTA AIR LINES INC DEL Industrials 447.0 $31K 0.01% NEW $69.40 +24.4%
278 SHOP SHOPIFY INC Technology 192.0 $31K 0.01% NEW $160.97 -33.7%
279 FANG DIAMONDBACK ENERGY INC Energy 205.0 $31K 0.01% NEW $150.33 +24.7%
280 PH PARKER-HANNIFIN CORP Industrials 35.0 $31K 0.01% NEW $878.97 +9.2%
Page 14 of 29  ·  563 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
Financial Services 29.5%
Technology 18.7%
Healthcare 13.1%
Consumer Defensive 8.9%
Consumer Cyclical 6.8%
Utilities 6.5%
Communication Services 5.4%
Energy 4.0%
Industrials 3.0%
Real Estate 2.5%