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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 3 of 11  ·  220 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LII LENNOX INTL INC Industrials 3,844.0 $1.8M 0.23% +44.0 +1.2% $463.84 +14.8%
42 CTAS CINTAS CORP Industrials 10,205.0 $1.7M 0.22% +91.0 +0.9% $169.03 +1.1%
43 RMD RESMED INC Healthcare 7,568.0 $1.7M 0.22% +93.0 +1.2% $224.37 -15.9%
44 DHI D R HORTON INC Consumer Cyclical 12,160.0 $1.7M 0.22% +168.0 +1.4% $137.17 +15.0%
45 ADP AUTOMATIC DATA PROCESSING IN Industrials 8,183.0 $1.7M 0.21% +249.0 +3.1% $202.98 +7.6%
46 VOT VANGUARD INDEX FDS 6,285.0 $1.6M 0.21% +145.0 +2.4% $257.28 +19.0%
47 PNR PENTAIR PLC Industrials 18,561.0 $1.6M 0.21% +225.0 +1.2% $87.06 -14.6%
48 EFG ISHARES TR 13,391.0 $1.5M 0.19% +216.0 +1.6% $111.27 +12.4%
49 VYM VANGUARD WHITEHALL FDS 10,031.0 $1.5M 0.19% +117.0 +1.2% $148.04 +6.9%
50 TSLA TESLA INC Consumer Cyclical 3,984.0 $1.5M 0.19% +51.0 +1.3% $371.49 +7.8%
51 BR BROADRIDGE FINL SOLUTIONS IN Technology 8,636.0 $1.4M 0.18% +163.0 +1.9% $162.34 -15.2%
52 INTU INTUIT Technology 3,127.0 $1.4M 0.17% +65.0 +2.1% $432.04 -38.2%
53 DGRO ISHARES TR 18,754.0 $1.3M 0.17% +198.0 +1.1% $70.12 +6.7%
54 PAYC PAYCOM SOFTWARE INC Technology 10,014.0 $1.2M 0.16% +300.0 +3.1% $121.43 +2.8%
55 CAT CATERPILLAR INC Industrials 1,598.0 $1.1M 0.15% +20.0 +1.3% $707.76 +39.3%
56 GOOG ALPHABET INC Communication Services 3,478.0 $997K 0.13% +110.0 +3.3% $286.66 +28.2%
57 COPX GLOBAL X FDS 11,964.0 $913K 0.12% +3K +35.6% $76.31 +12.0%
58 ESGU ISHARES TR 6,425.0 $908K 0.12% +3K +72.3% $141.32 +15.5%
59 IBM INTERNATIONAL BUSINESS MACHS Technology 3,616.0 $876K 0.11% +102.0 +2.9% $242.26 +2.8%
60 VCEB VANGUARD WORLD FD 11,885.0 $746K 0.10% +924.0 +8.4% $62.77 +0.1%
Page 3 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%