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Portfolio (Quarterly) Guide ↗

VALLEY NATIONAL ADVISERS INC

· CIK 0000773411
13F Portfolio $722M AUM 1,023 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 908 New
Page 2 of 46  ·  908 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NVDA NVIDIA CORPORATION Technology 34,338.0 $6.4M 0.89% NEW $186.47 +13.0%
22 META META PLATFORMS INC Communication Services 8,864.0 $5.8M 0.81% NEW $659.97 -12.5%
23 LDUR PIMCO ETF TR 59,728.0 $5.7M 0.79% NEW $95.92 -0.6%
24 AVGO BROADCOM INC Technology 16,449.0 $5.7M 0.79% NEW $346.04 +18.9%
25 SCHE SCHWAB STRATEGIC TR 166,756.0 $5.5M 0.76% NEW $32.75 +12.6%
26 LLY ELI LILLY & CO Healthcare 5,023.0 $5.4M 0.75% NEW $1074.46 +2.2%
27 EMXC ISHARES INC 74,026.0 $5.4M 0.74% NEW $72.68 +45.5%
28 MRK MERCK & CO INC Healthcare 44,908.0 $4.7M 0.66% NEW $105.24 +8.2%
29 BERKSHIRE HATHAWAY INC DEL 9,094.0 $4.6M 0.63% NEW $502.64
30 KLAC KLA CORP Technology 3,599.0 $4.4M 0.61% NEW $1214.78 -78.6%
31 GILD GILEAD SCIENCES INC Healthcare 32,080.0 $3.9M 0.55% NEW $122.72 +0.8%
32 LMT LOCKHEED MARTIN CORP Industrials 7,868.0 $3.8M 0.53% NEW $483.60 +5.7%
33 JPM JPMORGAN CHASE & CO. Financial Services 11,518.0 $3.7M 0.51% NEW $322.19 +0.9%
34 AMGN AMGEN INC Healthcare 10,781.0 $3.5M 0.49% NEW $327.24 +3.2%
35 QQQ INVESCO QQQ TR Financial Services 5,713.0 $3.5M 0.49% NEW $614.21 +20.6%
36 SMH VANECK ETF TRUST 9,675.0 $3.5M 0.48% NEW $360.10 +83.2%
37 MO ALTRIA GROUP INC Consumer Defensive 59,328.0 $3.4M 0.47% NEW $57.65 +19.9%
38 SCHA SCHWAB STRATEGIC TR 118,380.0 $3.4M 0.47% NEW $28.48 +23.6%
39 AMAT APPLIED MATLS INC Technology 12,920.0 $3.3M 0.46% NEW $256.97 +140.2%
40 PM PHILIP MORRIS INTL INC Consumer Defensive 20,257.0 $3.2M 0.45% NEW $160.39 +11.2%
Page 2 of 46  ·  908 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 37.5%
Financial Services 12.7%
Industrials 12.4%
Healthcare 12.2%
Consumer Cyclical 9.3%
Communication Services 6.7%
Consumer Defensive 4.3%
Energy 2.6%
Utilities 1.1%
Basic Materials 1.0%