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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 30 of 44  ·  864 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 BBAX J P MORGAN EXCHANGE TRADED F 74.0 $4K 0.00% NEW $59.12 +3.3%
582 ROP ROPER TECHNOLOGIES INC Industrials 12.0 $4K 0.00% NEW $363.50 -10.6%
583 KKR KKR & CO INC Financial Services 47.0 $4K 0.00% NEW $92.70 +4.5%
584 EXPAND ENERGY CORPORATION 38.0 $4K 0.00% NEW $111.16
585 SYY SYSCO CORP Consumer Defensive 59.0 $4K 0.00% -277.0 -82.4% $71.32 +9.3%
586 FISR SSGA ACTIVE TR 162.0 $4K 0.00% NEW $25.77 -0.9%
587 UNM UNUM GROUP Financial Services 57.0 $4K 0.00% NEW $72.93 +24.2%
588 UNILEVER PLC 72.0 $4K 0.00% -1K -94.8% $56.97
589 HPQ HP INC Technology 213.0 $4K 0.00% -740.0 -77.7% $19.21 +22.5%
590 PJT PJT PARTNERS INC Financial Services 29.0 $4K 0.00% NEW $139.72 +10.6%
591 EBAY EBAY INC. Consumer Cyclical 44.0 $4K 0.00% NEW $91.27 +15.0%
592 NXPI NXP SEMICONDUCTORS N V Technology 20.0 $4K 0.00% NEW $200.30 +61.4%
593 EAT BRINKER INTL INC Consumer Cyclical 28.0 $4K 0.00% NEW $142.79 +15.2%
594 EMXC ISHARES INC 50.0 $4K 0.00% NEW $79.28 +34.3%
595 BCE BCE INC Communication Services 155.0 $4K 0.00% NEW $25.32 -10.6%
596 FDX FEDEX CORP Industrials 11.0 $4K 0.00% -23.0 -67.7% $356.18 -7.7%
597 XPO XPO INC Industrials 20.0 $4K 0.00% NEW $194.55 +2.5%
598 HEDJ WISDOMTREE TR 74.0 $4K 0.00% NEW $52.30 +10.9%
599 KR KROGER CO Consumer Defensive 52.0 $4K 0.00% -404.0 -88.6% $72.56 -23.2%
600 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 200.0 $4K 0.00% NEW $18.70 +7.2%
Page 30 of 44  ·  864 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%