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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 6 of 44  ·  864 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VRT VERTIV HOLDINGS CO Industrials 1,357.0 $340K 0.10% +1K +562.0% $250.61 +32.9%
102 WINN HARBOR ETF TRUST 12,257.0 $340K 0.10% NEW $27.73 +17.8%
103 GD GENERAL DYNAMICS CORP Industrials 973.0 $334K 0.10% NEW $343.26 +2.0%
104 GILD GILEAD SCIENCES INC Healthcare 2,381.0 $332K 0.10% +2K +297.5% $139.36 -11.2%
105 AMGN AMGEN INC Healthcare 939.0 $331K 0.10% +383.0 +68.9% $352.01 -4.1%
106 XLU SELECT SECTOR SPDR TR 7,162.0 $329K 0.09% NEW $45.89 -2.5%
107 HDV ISHARES TR 2,410.0 $327K 0.09% NEW $135.74 -80.1%
108 EIX EDISON INTL Utilities 4,365.0 $319K 0.09% +4K +2285.2% $73.18 -1.8%
109 FUTY FIDELITY COVINGTON TRUST 5,355.0 $316K 0.09% NEW $59.07 -2.7%
110 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,553.0 $316K 0.09% NEW $203.24 +7.5%
111 HWM HOWMET AEROSPACE INC Industrials 1,365.0 $315K 0.09% +1K +3400.0% $230.48 +20.5%
112 QQQE DIREXION SHARES ETF TRUST 3,073.0 $303K 0.09% NEW $98.53 +23.5%
113 QUAL ISHARES TR 1,578.0 $303K 0.09% -11K -87.4% $191.76 +12.6%
114 LLY ELI LILLY & CO Healthcare 320.0 $294K 0.08% +281.0 +720.5% $918.48 +19.6%
115 MGK VANGUARD WORLD FD 799.0 $294K 0.08% +240.0 +42.9% $367.61 -75.9%
116 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 4,263.0 $292K 0.08% NEW $68.57 +17.7%
117 NTES NETEASE COM INC Technology 2,602.0 $291K 0.08% NEW $111.96 +8.4%
118 HTRB HARTFORD FDS EXCHANGE TRADED 8,430.0 $284K 0.08% +8K +10000.0% $33.74 +0.1%
119 WMT WALMART INC Consumer Defensive 2,285.0 $284K 0.08% +62.0 +2.8% $124.30 -5.7%
120 XLF SELECT SECTOR SPDR TR 5,753.0 $284K 0.08% NEW $49.37 +8.5%
Page 6 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%