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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 5 of 11  ·  220 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DIVB ISHARES TR 6,383.0 $343K 0.04% +308.0 +5.1% $53.74 +13.3%
82 GEV GE VERNOVA INC Utilities 389.0 $339K 0.04% +8.0 +2.1% $871.47 +27.3%
83 FITB FIFTH THIRD BANCORP Financial Services 7,011.0 $325K 0.04% +112.0 +1.6% $46.36 +13.8%
84 GCOW PACER FDS TR 7,000.0 $323K 0.04% +571.0 +8.9% $46.14 -5.4%
85 CSX CSX CORP Industrials 7,576.0 $310K 0.04% +812.0 +12.0% $40.92 +11.5%
86 MUNI PIMCO ETF TR 5,482.0 $286K 0.04% +1K +34.1% $52.17 +0.6%
87 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,719.0 $286K 0.04% +503.0 +11.9% $60.61 -10.9%
88 HD HOME DEPOT INC Consumer Cyclical 855.0 $281K 0.04% +53.0 +6.6% $328.65 +1.7%
89 TXN TEXAS INSTRS INC Technology 1,428.0 $276K 0.04% +41.0 +3.0% $193.28 +67.0%
90 KO COCA COLA CO Consumer Defensive 3,576.0 $271K 0.04% +46.0 +1.3% $75.78 +4.8%
91 NOC NORTHROP GRUMMAN CORP Industrials 397.0 $271K 0.04% +4.0 +1.0% $682.62 -23.6%
92 AMD ADVANCED MICRO DEVICES INC Technology 1,143.0 $232K 0.03% +162.0 +16.5% $202.97 +164.7%
93 PRU PRUDENTIAL FINL INC Financial Services 2,197.0 $214K 0.03% +33.0 +1.5% $97.41 +9.4%
94 TRV TRAVELERS COMPANIES INC Financial Services 736.0 $214K 0.03% +13.0 +1.8% $290.76 +5.9%
95 ESGE ISHARES INC 4,675.0 $212K 0.03% +689.0 +17.3% $45.35 +24.7%
96 DUK DUKE ENERGY CORP NEW Utilities 1,582.0 $207K 0.03% +116.0 +7.9% $130.85 -5.3%
97 UHS UNIVERSAL HLTH SVCS INC Healthcare 1,058.0 $189K 0.02% +997.0 +1634.4% $178.64 -21.0%
98 WMB WILLIAMS COS INC Energy 2,589.0 $188K 0.02% +76.0 +3.0% $72.61 +0.7%
99 WM WASTE MGMT INC DEL Industrials 793.0 $182K 0.02% +17.0 +2.2% $229.51 -6.5%
100 ODFL OLD DOMINION FREIGHT LINE IN Industrials 933.0 $182K 0.02% +54.0 +6.1% $195.07 +13.3%
Page 5 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%