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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 42 of 44  ·  864 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 RIO RIO TINTO PLC Basic Materials $29.0 NEW
822 BNTX BIONTECH SE Healthcare $28.0 NEW
823 NC NACCO INDS INC Energy 1.0 $27.0 NEW $27.00 +84.7%
824 UBS UBS GROUP AG Financial Services 1.0 $27.0 NEW $27.00 +88.1%
825 AMTM AMENTUM HOLDINGS INC Industrials 1.0 $26.0 NEW $26.00 -16.7%
826 FCLD FIDELITY COVINGTON TRUST 1.0 $23.0 NEW $23.00 +67.1%
827 TQQQ PROSHARES TR 1.0 $23.0 NEW $23.00 +260.3%
828 ISHARES TR 1.0 $23.0 NEW $23.00
829 OWL BLUE OWL CAPITAL INC Financial Services 2.0 $19.0 NEW $9.50 +0.3%
830 BEAM BEAM THERAPEUTICS INC Healthcare 1.0 $18.0 NEW $18.00 +89.7%
831 DINO HF SINCLAIR CORP Energy $17.0 NEW
832 UFOX ETF SER SOLUTIONS $15.0 NEW
833 ARCC ARES CAPITAL CORP Financial Services 1.0 $14.0 NEW $14.00 +28.8%
834 PKOH PARK-OHIO HLDGS CORP Industrials 1.0 $14.0 NEW $14.00 +157.1%
835 ICLN ISHARES TR 1.0 $13.0 NEW $13.00 +62.3%
836 FDIS FIDELITY COVINGTON TRUST $12.0 NEW
837 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 1.0 $12.0 NEW $12.00 +30.3%
838 SAP SAP SE Technology $11.0 NEW
839 EPD ENTERPRISE PRODS PARTNERS L Energy $10.0 NEW
840 RYZ RYERSON HLDG CORP Consumer Defensive $10.0 NEW
Page 42 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%