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Portfolio (Quarterly) Guide ↗

Next Level Private LLC

· CIK 0001910366
13F Portfolio $443M AUM 175 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New 92 Added 16 Reduced 9 Exited
Page 2 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 13,442.0 $5.0M 1.12% +329.0 +2.5% $370.18 +11.1%
22 BALI BLACKROCK ETF TRUST 147,460.0 $4.5M 1.03% +45K +44.0% $30.81 +10.5%
23 MS MORGAN STANLEY Financial Services 26,393.0 $4.3M 0.98% $164.57 +20.2%
24 CSL CARLISLE COS INC Industrials 12,265.0 $4.1M 0.92% $333.62 +4.6%
25 KNG FIRST TR EXCHANGE-TRADED FD 81,383.0 $4.0M 0.90% +15K +22.5% $48.71 +0.3%
26 BMY BRISTOL-MYERS SQUIBB CO Healthcare 65,154.0 $4.0M 0.89% +4K +6.4% $60.65 -4.1%
27 GOOGL ALPHABET INC Communication Services 13,618.0 $3.9M 0.89% +302.0 +2.3% $287.56 +35.8%
28 DFNL DAVIS FUNDAMENTAL ETF TR 81,723.0 $3.7M 0.83% $44.84 +3.9%
29 BX BLACKSTONE INC Financial Services 31,630.0 $3.6M 0.82% +225.0 +0.7% $114.99 +2.8%
30 FVD FIRST TR EXCHANGE-TRADED FD 72,840.0 $3.4M 0.77% $47.03 +1.8%
31 DOW DOW HLDGS INC Basic Materials 80,620.0 $3.4M 0.76% +25K +44.3% $41.65 -17.7%
32 T AT&T INC Communication Services 114,261.0 $3.3M 0.75% +2K +1.8% $28.99 -13.7%
33 FDD FIRST TR EXCHANGE-TRADED FD 185,549.0 $3.3M 0.75% -1K -0.6% $17.81 +11.3%
34 AVGO BROADCOM INC Technology 9,482.0 $2.9M 0.66% +570.0 +6.4% $309.51 +38.4%
35 AMZN AMAZON COM INC Consumer Cyclical 13,571.0 $2.8M 0.64% +2K +20.1% $208.27 +28.8%
36 MO ALTRIA GROUP INC Consumer Defensive 41,463.0 $2.7M 0.62% +4K +10.6% $65.99 +9.7%
37 BERKSHIRE HATHAWAY INC DEL 5,680.0 $2.7M 0.61% -224.0 -3.8% $479.20
38 HSY HERSHEY CO Consumer Defensive 12,254.0 $2.5M 0.57% $207.89 -5.3%
39 VTV VANGUARD INDEX FDS 12,706.0 $2.5M 0.56% $196.20 +8.1%
40 XLF SELECT SECTOR SPDR TR 50,311.0 $2.5M 0.56% +953.0 +1.9% $49.37 +4.4%
Page 2 of 9  ·  175 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 24.7%
Technology 22.0%
Industrials 15.4%
Communication Services 9.4%
Energy 6.6%
Healthcare 6.4%
Utilities 5.9%
Consumer Cyclical 4.0%
Consumer Defensive 3.9%
Basic Materials 1.7%