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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 4 of 44  ·  864 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 STRL STERLING INFRASTRUCTURE INC Industrials 1,561.0 $636K 0.18% NEW $407.27 +111.6%
62 JULW AIM ETF PRODUCTS TRUST 16,371.0 $635K 0.18% -279K -94.5% $38.81 +4.9%
63 GPC GENUINE PARTS CO Consumer Cyclical 5,974.0 $632K 0.18% +6K +3542.7% $105.76 +2.8%
64 CNA CNA FINL CORP Financial Services 13,536.0 $622K 0.18% +13K +2483.2% $45.92 -3.1%
65 WEC WEC ENERGY GROUP INC Utilities 5,321.0 $616K 0.18% +5K +718.6% $115.76 -3.1%
66 REGCO REGENCY CTRS CORP Real Estate 8,114.0 $614K 0.18% NEW $75.66 -70.3%
67 EMR EMERSON ELEC CO Industrials 4,487.0 $588K 0.17% +4K +10000.0% $131.02 +15.0%
68 HON HONEYWELL INTL INC Industrials 2,590.0 $585K 0.17% NEW $226.03 +1.3%
69 ALLE ALLEGION PLC Industrials 3,994.0 $580K 0.17% NEW $145.30 -8.1%
70 AIM ETF PRODUCTS TRUST 21,630.0 $575K 0.17% -345K -94.1% $26.58
71 AFL AFLAC INC Financial Services 5,218.0 $573K 0.16% NEW $109.72 +5.2%
72 PLTR PALANTIR TECHNOLOGIES INC Technology 3,899.0 $570K 0.16% +3K +327.5% $146.30 -12.2%
73 GEV GE VERNOVA INC Utilities 646.0 $564K 0.16% NEW $873.41 +27.1%
74 SJM SMUCKER J M CO Consumer Defensive 5,844.0 $564K 0.16% +6K +2237.6% $96.44 +15.0%
75 MSFT MICROSOFT CORP Technology 1,435.0 $531K 0.15% +412.0 +40.3% $370.23 +2.5%
76 CRS CARPENTER TECHNOLOGY CORP Industrials 1,314.0 $518K 0.15% NEW $394.25 +48.8%
77 IVE ISHARES TR 2,370.0 $500K 0.14% -3K -54.0% $211.16 +7.2%
78 XLK SELECT SECTOR SPDR TR 3,592.0 $477K 0.14% NEW $132.89 +44.1%
79 WM WASTE MGMT INC DEL Industrials 2,063.0 $474K 0.14% +2K +10000.0% $229.80 -6.6%
80 AMZN AMAZON COM INC Consumer Cyclical 2,274.0 $474K 0.14% +503.0 +28.4% $208.27 +17.3%
Page 4 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%