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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 7 of 11  ·  220 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 D DOMINION ENERGY INC Utilities 1,344.0 $83K 0.01% +32.0 +2.4% $61.76 +10.8%
122 PANW PALO ALTO NETWORKS INC Technology 512.0 $82K 0.01% +46.0 +9.9% $160.16 +79.7%
123 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 277.0 $81K 0.01% +14.0 +5.3% $292.42 +32.9%
124 ABNB AIRBNB INC Consumer Cyclical 614.0 $77K 0.01% +20.0 +3.4% $125.41 +13.6%
125 ITA ISHARES TR 340.0 $74K 0.01% +137.0 +67.5% $217.65 +9.8%
126 SHLD GLOBAL X FDS 1,022.0 $72K 0.01% +446.0 +77.4% $70.45 -11.6%
127 ENTERGY CORP NEW 656.0 $72K 0.01% +315.0 +92.4% $109.76
128 ALL ALLSTATE CORP Financial Services 331.0 $68K 0.01% +19.0 +6.1% $205.44 +7.7%
129 MSI MOTOROLA SOLUTIONS INC Technology 157.0 $68K 0.01% +6.0 +4.0% $433.12 -8.8%
130 BSX BOSTON SCIENTIFIC CORP Healthcare 1,080.0 $67K 0.01% +125.0 +13.1% $62.04 -27.0%
131 SLB SLB LIMITED Energy 1,227.0 $63K 0.01% +80.0 +7.0% $51.34 -6.3%
132 RGTI RIGETTI COMPUTING INC Technology 4,230.0 $59K 0.01% +3K +182.0% $13.95 +53.1%
133 OKE ONEOK INC NEW Energy 628.0 $56K 0.01% +26.0 +4.3% $89.17 -4.6%
134 CRWD CROWDSTRIKE HLDGS INC Technology 143.0 $55K 0.01% +2.0 +1.4% $384.62 +78.1%
135 INGERSOLL RAND INC 677.0 $54K 0.01% +22.0 +3.4% $79.76
136 CTVA CORTEVA INC Basic Materials 583.0 $48K 0.01% +28.0 +5.0% $82.33 -4.5%
137 SPG SIMON PPTY GROUP INC NEW Real Estate 227.0 $42K 0.01% +17.0 +8.1% $185.02 +14.2%
138 AZO AUTOZONE INC Consumer Cyclical 10.0 $33K 0.00% +6.0 +150.0% $3300.00 -7.1%
139 RRR RED ROCK RESORTS INC Consumer Cyclical 547.0 $29K 0.00% +3.0 +0.6% $53.02 +15.7%
140 Q QNITY ELECTRONICS INC Technology 248.0 $28K 0.00% +44.0 +21.6% $112.90 +49.7%
Page 7 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%