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Holdings (Monthly) Guide ↗

Kovitz Core Equity Etf

· Valued Advisers Trust
Monthly Holdings $1.4B AUM 39 positions Period Jan 2026 Filed Mar 31, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Intercontinental Exchange Inc 45866F104 Jul 2024 367,623 $63.9M 4.77% EC
2 Amazon.com, Inc. 023135106 Jul 2024 265,745 $63.6M 4.74% EC
3 Philip Morris International Inc. 718172109 Jul 2024 341,370 $61.3M 4.57% EC
4 Alphabet Inc. 02079K107 Jul 2024 172,071 $58.3M 4.35% EC
5 Becton, Dickinson and Company 075887109 Jul 2024 286,179 $58.2M 4.34% EC
6 Aon PLC G0403H108 Jul 2024 154,752 $54.1M 4.04% EC
7 The Charles Schwab Corporation 808513105 Jul 2024 513,447 $53.4M 3.98% EC
8 Microsoft Corp. 594918104 Jul 2024 119,996 $51.6M 3.85% EC
9 Visa Inc 92826C839 Jul 2024 152,831 $49.2M 3.67% EC
10 Thermo Fisher Scientific Inc 883556102 Apr 2025 82,895 $48.0M 3.58% EC
11 Paccar Inc 693718108 Jul 2024 367,340 $45.1M 3.37% EC
12 Meta Platforms Inc 30303M102 Jul 2024 62,678 $44.9M 3.35% EC
13 Motorola Solutions Inc 620076307 Jan 2026 105,339 $42.4M 3.16% EC
14 Analog Devices Inc. 032654105 Jul 2024 131,273 $40.8M 3.04% EC
15 Keysight Technologies, Inc. 49338L103 Jul 2024 185,866 $40.2M 3.00% EC
16 Alcon AG H01301128 Jan 2026 489,388 $39.6M 2.96% EC
17 Ashtead Group PLC 045055209 Jan 2026 615,291 $39.0M 2.91% EC
18 Jacobs Solutions Inc. 46982L108 Jul 2024 282,610 $38.2M 2.85% EC
19 Applied Materials Inc. 038222105 Apr 2025 106,526 $34.3M 2.56% EC
20 Amentum Holdings, Inc. 023939101 Apr 2025 930,531 $33.3M 2.48% EC
21 N/A N/A Jul 2024 33,235,791 $33.2M 2.48% STIV
22 The Cooper Companies, Inc. 216648501 Jan 2026 407,293 $33.1M 2.47% EC
23 Salesforce Inc. 79466L302 Jul 2024 153,488 $32.6M 2.43% EC
24 Waters Corporation 941848103 Jan 2026 84,742 $31.4M 2.34% EC
25 Lowes Companies, Inc. 548661107 Jul 2024 107,599 $28.7M 2.14% EC
26 Advanced Micro Devices Inc. 007903107 Apr 2025 117,447 $27.8M 2.07% EC
27 Copart Inc 217204106 Jan 2026 670,164 $27.2M 2.03% EC
28 Arista Networks Inc 040413205 Apr 2025 177,234 $25.1M 1.87% EC
29 Berkshire Hathaway Inc. 084670702 Jul 2024 44,732 $21.5M 1.60% EC
30 Universal Music Group N.V 91377B109 Apr 2025 1,656,771 $20.2M 1.51% EC
31 Apple Inc. 037833100 Jul 2024 71,564 $18.6M 1.39% EC
32 Dollar Tree Inc 256746108 Jul 2024 147,736 $17.4M 1.30% EC
33 Ryan Specialty Holdings Inc 78351F107 Jan 2026 354,850 $17.1M 1.28% EC
34 Hayward Holdings Inc 421298100 Jul 2024 825,529 $13.3M 0.99% EC
35 American Express Company 025816109 Jul 2024 34,807 $12.3M 0.91% EC
36 Carmax Inc 143130102 Jul 2024 266,985 $11.9M 0.89% EC
37 Floor And Decor Holding Inc. 339750101 Apr 2025 146,560 $9.7M 0.72% EC
38 Alphabet Inc. 02079K305 Jul 2024 23,958 $8.1M 0.60% EC
39 Abbott Laboratories 002824100 Jul 2024 5,812 $635K 0.05% EC