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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 39 of 44  ·  864 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 SPTI SPDR SERIES TRUST 25.0 $717.0 NEW $28.68 -1.3%
762 USB US BANCORP Financial Services 13.0 $657.0 -4K -99.7% $50.54 +15.0%
763 KDP KEURIG DR PEPPER INC Consumer Defensive 24.0 $632.0 -541.0 -95.8% $26.33 +16.8%
764 JETS ETF SER SOLUTIONS 25.0 $621.0 NEW $24.84 +24.8%
765 NIO NIO INC Consumer Cyclical 100.0 $603.0 -156.0 -60.9% $6.03 -16.7%
766 DXC DXC TECHNOLOGY CO Technology 47.0 $591.0 NEW $12.57 -31.6%
767 A AGILENT TECHNOLOGIES INC Healthcare 5.0 $588.0 NEW $117.60 +8.0%
768 PTLC PACER FDS TR 10.0 $530.0 NEW $53.00 +9.9%
769 ELEVATION SERIES TRUST 19.0 $521.0 NEW $27.42
770 SLVM SYLVAMO CORP Basic Materials 12.0 $514.0 NEW $42.83 -7.4%
771 CRNT CERAGON NETWORKS LTD Technology 215.0 $464.0 NEW $2.16 +25.1%
772 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 46.0 $457.0 NEW $9.93 +7.8%
773 TGLS TECNOGLASS INC Basic Materials 10.0 $447.0 NEW $44.70 +2.8%
774 CHTR CHARTER COMMUNICATIONS INC Communication Services 2.0 $432.0 NEW $216.00 -41.6%
775 MILLROSE PPTYS INC 15.0 $420.0 NEW $28.00
776 XSOE WISDOMTREE TR 10.0 $408.0 NEW $40.80 +24.3%
777 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 53.0 $364.0 NEW $6.87 +23.2%
778 SCZ ISHARES TR 4.0 $330.0 +2.0 +100.0% $82.50 +1.3%
779 LUMN LUMEN TECHNOLOGIES INC Communication Services 47.0 $327.0 NEW $6.96 +17.9%
780 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 23.0 $319.0 NEW $13.87 +26.4%
Page 39 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%