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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 6 of 11  ·  220 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SNPS SYNOPSYS INC Technology 430.0 $170K 0.02% +86.0 +25.0% $395.35 +15.2%
102 KRE SPDR SERIES TRUST 2,551.0 $166K 0.02% +100.0 +4.1% $65.07 +10.2%
103 CI THE CIGNA GROUP Healthcare 605.0 $161K 0.02% +63.0 +11.6% $266.12 +4.9%
104 IBIT ISHARES BITCOIN TRUST ETF Financial Services 3,623.0 $139K 0.02% +302.0 +9.1% $38.37 -7.2%
105 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 337.0 $132K 0.02% +2.0 +0.6% $391.69 +173.2%
106 ARM ARM HOLDINGS PLC Technology 870.0 $131K 0.02% +638.0 +275.0% $150.57 +191.9%
107 PLTR PALANTIR TECHNOLOGIES INC Technology 897.0 $131K 0.02% +364.0 +68.3% $146.04 -12.0%
108 MMM 3M CO Industrials 883.0 $128K 0.02% +18.0 +2.1% $144.96 +10.8%
109 ECL ECOLAB INC Basic Materials 472.0 $125K 0.02% +47.0 +11.1% $264.83 +1.6%
110 MU MICRON TECHNOLOGY INC Technology 371.0 $125K 0.02% +124.0 +50.2% $336.93 +236.6%
111 LIN LINDE PLC Basic Materials 235.0 $116K 0.01% +61.0 +35.1% $493.62 +3.8%
112 CVMC MORGAN STANLEY ETF TRUST 1,738.0 $111K 0.01% +18.0 +1.1% $63.87 +17.2%
113 WELL WELLTOWER INC Real Estate 528.0 $104K 0.01% +16.0 +3.1% $196.97 +4.9%
114 ARKQ ARK ETF TR 903.0 $101K 0.01% +89.0 +10.9% $111.85 +19.1%
115 AEP AMERICAN ELEC PWR CO INC Utilities 750.0 $98K 0.01% +9.0 +1.2% $130.67 -2.3%
116 INTC INTEL CORP Technology 2,224.0 $98K 0.01% +39.0 +1.8% $44.06 +204.1%
117 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 605.0 $95K 0.01% +180.0 +42.4% $157.02 -14.7%
118 GSK GSK PLC Healthcare 1,586.0 $87K 0.01% +18.0 +1.1% $54.85 -7.6%
119 EQT EQT CORP Energy 1,366.0 $86K 0.01% +747.0 +120.7% $62.96 -19.4%
120 VRTX VERTEX PHARMACEUTICALS INC Healthcare 194.0 $86K 0.01% +9.0 +4.9% $443.30 +1.9%
Page 6 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%