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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 11 of 11  ·  220 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ACGL ARCH CAP GROUP LTD Financial Services 45.0 $4K 0.00% +27.0 +150.0% $88.89 +2.6%
202 VIVOPOWER PLC 2,000.0 $4K 0.00% +500.0 +33.3% $2.00
203 EW EDWARDS LIFESCIENCES CORP Healthcare 41.0 $3K +8.0 +24.2% $73.17 +19.4%
204 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 42.0 $3K +11.0 +35.5% $71.43 +27.9%
205 ONDS ONDAS INC Technology 413.0 $3K +263.0 +175.3% $7.26 +27.6%
206 STBA S & T BANCORP INC Financial Services 94.0 $3K +1.0 +1.1% $31.91 +46.8%
207 BRO BROWN & BROWN INC Financial Services 31.0 $2K +14.0 +82.3% $64.52 -8.4%
208 DG DOLLAR GEN CORP Consumer Defensive 18.0 $2K +4.0 +28.6% $111.11 +2.1%
209 FE FIRSTENERGY CORP Utilities 40.0 $2K +11.0 +37.9% $50.00 -7.1%
210 GPC GENUINE PARTS CO Consumer Cyclical 19.0 $2K +6.0 +46.1% $105.26 +3.3%
211 HERO GLOBAL X FDS 82.0 $2K +1.0 +1.2% $24.39 +1.2%
212 KEYS KEYSIGHT TECHNOLOGIES INC Technology 9.0 $2K +3.0 +50.0% $222.22 +63.7%
213 GRNY TIDAL TRUST I 97.0 $2K +45.0 +86.5% $20.62 +33.3%
214 AKAM AKAMAI TECHNOLOGIES INC Technology 14.0 $1K +1.0 +7.7% $71.43 +74.9%
215 BIIB BIOGEN INC Healthcare 9.0 $1K +1.0 +12.5% $111.11 +76.9%
216 BHF BRIGHTHOUSE FINL INC Financial Services 26.0 $1K +5.0 +23.8% $38.46 +64.5%
217 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 38.0 $1K +8.0 +26.7% $26.32 +23.5%
218 EIX EDISON INTL Utilities 21.0 $1K +1.0 +5.0% $47.62 +51.0%
219 PCG PG&E CORP Utilities 93.0 $1K +19.0 +25.7% $10.75 +53.3%
220 TRMB TRIMBLE INC Technology 19.0 $1K +1.0 +5.6% $52.63 -6.6%
Page 11 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%