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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 2 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CRH PLC 37.0 $3K NEW $81.08
22 STT STATE STR CORP Financial Services 26.0 $3K NEW $115.38 +45.9%
23 A AGILENT TECHNOLOGIES INC Healthcare 28.0 $3K NEW $107.14 +18.6%
24 EXPE EXPEDIA GROUP INC Consumer Cyclical 14.0 $3K NEW $214.29 +12.4%
25 WLTH WEALTHFRONT CORP Technology 223.0 $2K NEW $8.97 -5.9%
26 NUAI NEW ERA ENERGY & DIGITAL INC Energy 700.0 $2K NEW $2.86 +118.8%
27 IXUS ISHARES TR 33.0 $2K NEW $60.61 +60.0%
28 DIGITAL BRANDS GROUP INC 1,600.0 $2K NEW $1.25
29 DXYZ DESTINY TECH100 INC 75.0 $2K NEW $26.67 +4.2%
30 TRGP TARGA RES CORP Energy 11.0 $2K NEW $181.82 +42.2%
31 VLO VALERO ENERGY CORP Energy 9.0 $2K NEW $222.22 +6.3%
32 VTR VENTAS INC Real Estate 36.0 $2K NEW $55.56 +46.9%
33 RCAT RED CAT HLDGS INC Technology 100.0 $1K NEW $10.00 +14.4%
34 VRSK VERISK ANALYTICS INC Industrials 8.0 $1K NEW $125.00 +39.0%
35 VNDA VANDA PHARMACEUTICALS INC Healthcare 192.0 $1K NEW $5.21 +11.4%
36 TPL TEXAS PACIFIC LAND CORPORATI Energy 3.0 $1K NEW $333.33 +6.5%
37 ROP ROPER TECHNOLOGIES INC Industrials 5.0 $1K NEW $200.00 +65.1%
38 RF REGIONS FINANCIAL CORP NEW Financial Services 41.0 $1K NEW $24.39 +17.3%
39 RYN RAYONIER INC Real Estate 49.0 $1K NEW $20.41 +2.8%
40 BITO PROSHARES TR 110.0 $1K NEW $9.09 -5.8%
Page 2 of 3  ·  46 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%