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Portfolio (Quarterly) Guide ↗

VALLEY NATIONAL ADVISERS INC

· CIK 0000773411
13F Portfolio $773M AUM 982 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 46 New 220 Added 213 Reduced 87 Exited
Page 10 of 11  ·  220 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BLOCK INC 158.0 $9K 0.00% +58.0 +58.0% $56.96
182 VTRS VIATRIS INC Healthcare 607.0 $8K 0.00% +25.0 +4.3% $13.18 +16.6%
183 DXCM DEXCOM INC Healthcare 122.0 $7K 0.00% +2.0 +1.7% $57.38 +26.3%
184 DLR DIGITAL RLTY TR INC Real Estate 42.0 $7K 0.00% +14.0 +50.0% $166.67 +12.9%
185 GM GENERAL MTRS CO Consumer Cyclical 98.0 $7K 0.00% +6.0 +6.5% $71.43 +11.0%
186 ANET ARISTA NETWORKS INC Technology 51.0 $6K 0.00% +10.0 +24.4% $117.65 +44.2%
187 ROST ROSS STORES INC Consumer Cyclical 32.0 $6K 0.00% +4.0 +14.3% $187.50 +24.2%
188 FTV FORTIVE CORP Technology 93.0 $5K 0.00% +10.0 +12.1% $53.76 +13.5%
189 FOXA FOX CORP Communication Services 89.0 $5K 0.00% +50.0 +128.2% $56.18 -7.0%
190 LYV LIVE NATION ENTERTAINMENT IN Communication Services 35.0 $5K 0.00% +20.0 +133.3% $142.86 +19.9%
191 PYPL PAYPAL HLDGS INC Financial Services 119.0 $5K 0.00% +77.0 +183.3% $42.02 +1.2%
192 WDC WESTERN DIGITAL CORP Technology 20.0 $5K 0.00% +7.0 +53.9% $250.00 +198.5%
193 MSC INCOME FUND INC 452.0 $5K 0.00% +151.0 +50.2% $11.06
194 UAVS AGEAGLE AERIAL SYS INC NEW Technology 5,000.0 $4K 0.00% +3K +150.0% $0.80 +17.8%
195 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 72.0 $4K 0.00% +34.0 +89.5% $55.56 -21.3%
196 COIN COINBASE GLOBAL INC Financial Services 24.0 $4K 0.00% +18.0 +300.0% $166.67 -2.0%
197 DECK DECKERS OUTDOOR CORP Consumer Cyclical 47.0 $4K 0.00% +2.0 +4.4% $85.11 +28.2%
198 NRG NRG ENERGY INC Utilities 30.0 $4K 0.00% +15.0 +100.0% $133.33 +1.3%
199 SRE SEMPRA Utilities 48.0 $4K 0.00% +29.0 +152.6% $83.33 +8.8%
200 TGT TARGET CORP Consumer Defensive 38.0 $4K 0.00% +1.0 +2.7% $105.26 +24.2%
Page 10 of 11  ·  220 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 36.5%
Healthcare 13.1%
Industrials 12.8%
Financial Services 11.9%
Consumer Cyclical 8.8%
Communication Services 6.2%
Consumer Defensive 4.5%
Energy 3.4%
Utilities 1.3%
Basic Materials 1.2%