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Portfolio (Quarterly) Guide ↗

LEVEL FOUR ADVISORY SERVICES, LLC

· CIK 0001696715
13F Portfolio $3.0B AUM 866 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 65 New 425 Added 274 Reduced 41 Exited
Page 12 of 44  ·  866 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TIP ISHARES TR 29,549.0 $3.3M 0.11% -288.0 -1.0% $110.36 +0.0%
222 VLO VALERO ENERGY CORP Energy 13,089.0 $3.2M 0.11% +371.0 +2.9% $247.10 +2.7%
223 RALLIANT CORP 77,267.0 $3.2M 0.10% -5K -5.7% $41.59
224 EMLP FIRST TR EXCHANGE-TRADED FD 73,496.0 $3.2M 0.10% +59K +422.8% $43.66 +1.4%
225 MUB ISHARES TR 30,129.0 $3.2M 0.10% +2K +7.0% $106.15 -0.1%
226 MSM MSC INDL DIRECT INC Industrials 34,611.0 $3.2M 0.10% +348.0 +1.0% $92.27 +14.9%
227 AXP AMERICAN EXPRESS CO Financial Services 10,549.0 $3.2M 0.10% -1K -11.3% $302.45 +2.4%
228 ORCL ORACLE CORP Technology 21,663.0 $3.2M 0.10% +496.0 +2.3% $147.11 +29.0%
229 ET ENERGY TRANSFER L P Energy 164,961.0 $3.2M 0.10% -22K -11.8% $19.30 +3.7%
230 KMB KIMBERLY-CLARK CORP Consumer Defensive 32,775.0 $3.2M 0.10% +10K +44.9% $96.47 +2.3%
231 SNA SNAP ON INC Industrials 8,642.0 $3.1M 0.10% +536.0 +6.6% $363.24 -0.9%
232 IEMG ISHARES INC 44,886.0 $3.1M 0.10% +3K +7.8% $69.75 +15.5%
233 WDC WESTERN DIGITAL CORP Technology 11,474.0 $3.1M 0.10% -2K -17.8% $270.49 +69.9%
234 TDG TRANSDIGM GROUP INC Industrials 2,663.0 $3.1M 0.10% $1159.13 +3.4%
235 WSO WATSCO INC Industrials 8,381.0 $3.0M 0.10% +3K +49.9% $363.80 +6.3%
236 CW CURTISS WRIGHT CORP Industrials 4,457.0 $3.0M 0.10% -58.0 -1.3% $681.26 +6.7%
237 FVD FIRST TR EXCHANGE-TRADED FD 63,813.0 $3.0M 0.10% +21K +47.5% $47.03 +1.4%
238 ADI ANALOG DEVICES INC Technology 9,375.0 $3.0M 0.10% +168.0 +1.8% $318.14 +20.8%
239 DVY ISHARES TR 19,297.0 $2.9M 0.10% +1K +7.9% $151.42 +1.8%
240 ISCG ISHARES TR 53,311.0 $2.9M 0.10% -19K -25.8% $54.80 +11.8%
Page 12 of 44  ·  866 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 19.3%
Industrials 10.0%
Consumer Cyclical 9.1%
Healthcare 8.9%
Communication Services 6.9%
Consumer Defensive 6.6%
Energy 6.5%
Utilities 2.8%
Real Estate 1.3%