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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 4 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 CAG CONAGRA BRANDS INC Consumer Defensive 68 $1K SOLD
62 CPRT COPART INC Industrials 46 $1K SOLD
63 DDOG DATADOG INC Technology 12 $1K SOLD
64 EQR EQUITY RESIDENTIAL Real Estate 23 $1K SOLD
65 FORTINET INC 25 $1K SOLD
66 FCEL FUELCELL ENERGY INC Industrials 150 $1K SOLD
67 JXI ISHARES TR 13 $1K SOLD
68 IWY ISHARES TR 6 $1K SOLD
69 JTEK J P MORGAN EXCHANGE TRADED F 12 $1K SOLD
70 J JACOBS SOLUTIONS INC Industrials 12 $1K SOLD
71 LVS LAS VEGAS SANDS CORP Consumer Cyclical 25 $1K SOLD
72 LULU LULULEMON ATHLETICA INC Consumer Cyclical 6 $1K SOLD
73 MP MP MATERIALS CORP Basic Materials 20 $1K SOLD
74 MTD METTLER TOLEDO INTERNATIONAL Healthcare 1 $1K SOLD
75 MOH MOLINA HEALTHCARE INC Healthcare 6 $1K SOLD
76 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 23 $1K SOLD
77 MOS MOSAIC CO NEW Basic Materials 42 $1K SOLD
78 NUVL NUVALENT INC Healthcare 10 $1K SOLD
79 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 75 $1K SOLD
80 SCHO SCHWAB STRATEGIC TR 74 $1K SOLD
Page 4 of 5  ·  87 positions
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%