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Portfolio (Quarterly) Guide ↗

Next Level Private LLC

· CIK 0001910366
13F Portfolio $511M AUM 174 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 66 Added 48 Reduced 12 Exited
Page 2 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MS MORGAN STANLEY Financial Services 26,523.0 $5.5M 1.09% $209.04 +2.4%
22 XOM EXXON MOBIL CORP Energy 39,564.0 $5.4M 1.06% -886.0 -2.2% $136.72 +20.0%
23 MSFT MICROSOFT CORP Technology 13,454.0 $5.0M 0.98% $373.02 +30.6%
24 GOOGL ALPHABET INC Communication Services 13,587.0 $4.9M 0.95% $357.37 -2.6%
25 CSL CARLISLE COS INC Industrials 12,303.0 $4.5M 0.87% $362.74 -0.1%
26 KNG FIRST TR EXCHANGE-TRADED FD 87,246.0 $4.4M 0.86% +6K +7.2% $50.50 +3.3%
27 BMY BRISTOL-MYERS SQUIBB CO Healthcare 73,247.0 $4.2M 0.83% +8K +12.4% $57.62 +16.8%
28 DFNL DAVIS FUNDAMENTAL ETF TR 80,971.0 $4.0M 0.78% -752.0 -0.9% $49.37 +5.2%
29 BX BLACKSTONE INC Financial Services 31,849.0 $3.7M 0.73% +219.0 +0.7% $117.67 +22.1%
30 FDD FIRST TR EXCHANGE-TRADED FD 190,195.0 $3.5M 0.69% +5K +2.5% $18.55 +10.6%
31 AVGO BROADCOM INC Technology 9,279.0 $3.5M 0.69% -203.0 -2.1% $377.75 -5.0%
32 FVD FIRST TR EXCHANGE-TRADED FD 70,316.0 $3.4M 0.66% -3K -3.5% $48.18 +6.0%
33 AMAT APPLIED MATLS INC Technology 4,484.0 $3.2M 0.64% $722.95 -33.0%
34 AMZN AMAZON COM INC Consumer Cyclical 13,591.0 $3.2M 0.64% $238.34 +10.0%
35 BKDV BNY MELLON ETF TRUST II 96,305.0 $3.2M 0.63% +14K +17.0% $33.49 +4.3%
36 MO ALTRIA GROUP INC Consumer Defensive 41,700.0 $3.0M 0.59% +237.0 +0.6% $71.95 -4.8%
37 BERKSHIRE HATHAWAY INC DEL 5,653.0 $2.8M 0.55% $500.39
38 VTV VANGUARD INDEX FDS 12,896.0 $2.8M 0.55% +190.0 +1.5% $217.92 +4.0%
39 XLF SELECT SECTOR SPDR TR 49,672.0 $2.7M 0.52% -639.0 -1.3% $53.61 +8.6%
40 MRK MERCK & CO INC Healthcare 20,575.0 $2.6M 0.52% $128.50 +17.3%
Page 2 of 9  ·  174 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
Financial Services 26.4%
Technology 25.0%
Industrials 17.3%
Utilities 7.3%
Healthcare 6.1%
Energy 4.7%
Communication Services 4.5%
Consumer Cyclical 4.2%
Consumer Defensive 3.5%
Basic Materials 1.1%