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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 12 of 27  ·  525 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VOOG VANGUARD ADMIRAL FDS INC 25.0 $10K 0.00% NEW $407.68 -80.2%
222 BBJP J P MORGAN EXCHANGE TRADED F 147.0 $10K 0.00% NEW $68.88 +6.1%
223 IX ORIX CORP Financial Services 328.0 $10K 0.00% NEW $29.99 +28.2%
224 CCI CROWN CASTLE INC Real Estate 116.0 $9K 0.00% NEW $81.08 -2.3%
225 EOG EOG RES INC Energy 64.0 $9K 0.00% NEW $145.64 -3.9%
226 ES EVERSOURCE ENERGY Utilities 133.0 $9K 0.00% NEW $69.24 +7.8%
227 NNN NNN REIT INC Real Estate 218.0 $9K 0.00% NEW $42.02 +18.0%
228 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 534.0 $9K 0.00% NEW $16.97 +25.7%
229 FNDE SCHWAB STRATEGIC TR 228.0 $9K 0.00% NEW $38.27 +4.8%
230 NVS NOVARTIS AG Healthcare 56.0 $9K 0.00% NEW $154.05 -0.2%
231 APPN APPIAN CORP Technology 354.0 $9K 0.00% NEW $24.11 +8.3%
232 IBHF ISHARES TR 366.0 $8K 0.00% NEW $22.94 -1.7%
233 AEM AGNICO EAGLE MINES LTD Basic Materials 41.0 $8K 0.00% NEW $202.98 -32.5%
234 PGX INVESCO EXCH TRADED FD TR II 752.0 $8K 0.00% NEW $10.88 -0.2%
235 DHI D R HORTON INC Consumer Cyclical 59.0 $8K 0.00% NEW $137.22 +8.9%
236 OKLO OKLO INC Utilities 162.0 $8K 0.00% NEW $49.59 -17.1%
237 UNFI UNITED NAT FOODS INC Consumer Defensive 178.0 $8K 0.00% NEW $45.06 +8.9%
238 BBDC BARINGS BDC INC Financial Services 960.0 $8K 0.00% NEW $8.23 +3.3%
239 DFIV DIMENSIONAL ETF TRUST 145.0 $8K 0.00% NEW $52.78 +5.6%
240 ETN EATON CORP PLC Industrials 21.0 $8K 0.00% NEW $357.90 +11.8%
Page 12 of 27  ·  525 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 27.6%
Financial Services 19.5%
Industrials 18.4%
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%