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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 33 of 44  ·  864 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 PRU PRUDENTIAL FINL INC Financial Services 25.0 $2K 0.00% +19.0 +316.7% $97.68 +10.3%
642 HIMS HIMS & HERS HEALTH INC Healthcare 116.0 $2K 0.00% NEW $20.76 +61.7%
643 AMKR AMKOR TECHNOLOGY INC Technology 53.0 $2K 0.00% NEW $45.15 +103.5%
644 RACE FERRARI N V Consumer Cyclical 7.0 $2K 0.00% NEW $338.43 +2.9%
645 GEOS GEOSPACE TECHNOLOGIES CORP Energy 194.0 $2K 0.00% NEW $12.20 -42.8%
646 ET ENERGY TRANSFER L P Energy 121.0 $2K 0.00% NEW $19.35 -2.3%
647 MWA MUELLER WTR PRODS INC Industrials 84.0 $2K 0.00% NEW $27.64 -6.6%
648 VOD VODAFONE GROUP PLC Communication Services 150.0 $2K 0.00% NEW $15.02 -5.7%
649 HDMV FIRST TR EXCH TRADED FD III 61.0 $2K 0.00% NEW $36.84 +1.0%
650 PHM PULTE GROUP INC Consumer Cyclical 19.0 $2K 0.00% -264.0 -93.3% $118.00 +6.0%
651 EME EMCOR GROUP INC Industrials 3.0 $2K 0.00% NEW $738.33 +15.9%
652 STWD STARWOOD PPTY TR INC Real Estate 128.0 $2K 0.00% NEW $17.22 -3.1%
653 NJR NEW JERSEY RES CORP Utilities 40.0 $2K 0.00% NEW $54.80 +0.7%
654 CMS CMS ENERGY CORP Utilities 28.0 $2K 0.00% +20.0 +250.0% $77.86 -4.6%
655 LEA LEAR CORP Consumer Cyclical 18.0 $2K 0.00% NEW $121.06 +15.2%
656 GFF GRIFFON CORP Industrials 29.0 $2K 0.00% NEW $73.72 +22.8%
657 NWL NEWELL BRANDS INC Consumer Defensive 621.0 $2K 0.00% +573.0 +1193.8% $3.43 +45.9%
658 TRU TRANSUNION Industrials 31.0 $2K 0.00% NEW $68.68 -7.3%
659 SCHR SCHWAB STRATEGIC TR 80.0 $2K 0.00% NEW $24.99 -1.8%
660 WD WALKER & DUNLOP INC Financial Services 45.0 $2K 0.00% NEW $44.38 +15.7%
Page 33 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%