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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 35 of 44  ·  864 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 120.0 $2K 0.00% NEW $15.05 +9.8%
682 CALM CAL MAINE FOODS INC Consumer Defensive 23.0 $2K 0.00% NEW $77.61 +0.2%
683 TOST TOAST INC Technology 67.0 $2K 0.00% NEW $26.51 -7.0%
684 FTV FORTIVE CORP Technology 32.0 $2K 0.00% NEW $55.34 +10.3%
685 JBHT HUNT J B TRANS SVCS INC Industrials 8.0 $2K -57.0 -87.7% $217.75 +24.6%
686 USHY ISHARES TR 47.0 $2K NEW $37.04 -0.1%
687 DAVE INC 10.0 $2K NEW $174.10
688 ROST ROSS STORES INC Consumer Cyclical 8.0 $2K NEW $216.62 +7.5%
689 RL RALPH LAUREN CORP Consumer Cyclical 5.0 $2K NEW $344.00 +20.1%
690 HALO HALOZYME THERAPEUTICS INC Healthcare 26.0 $2K NEW $64.62 +6.1%
691 PODD INSULET CORP Healthcare 8.0 $2K NEW $209.88 -30.5%
692 LVS LAS VEGAS SANDS CORP Consumer Cyclical 31.0 $2K NEW $54.16 -10.0%
693 ELAN ELANCO ANIMAL HEALTH INC Healthcare 70.0 $2K NEW $23.93 +1.2%
694 GDRX GOODRX HLDGS INC Healthcare 845.0 $2K NEW $1.96 +35.7%
695 MMSI MERIT MED SYS INC Healthcare 24.0 $2K NEW $68.92 -2.5%
696 YUM YUM BRANDS INC Consumer Cyclical 11.0 $2K NEW $149.09 +1.9%
697 INNOVATOR ETFS TRUST 57.0 $2K NEW $28.74
698 RBC RBC BEARINGS INC Industrials 3.0 $2K NEW $543.00 +17.7%
699 WIX WIX COM LTD Technology 18.0 $2K NEW $90.06 -52.8%
700 ON ON SEMICONDUCTOR CORP Technology 26.0 $2K NEW $62.19 +95.6%
Page 35 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%