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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 28 of 46  ·  908 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 AMT AMERICAN TOWER CORP NEW Real Estate 82.0 $14K 0.00% NEW $170.73 +3.0%
542 OWL BLUE OWL CAPITAL INC Financial Services 993.0 $14K 0.00% NEW $14.10 -17.2%
543 ES EVERSOURCE ENERGY Utilities 214.0 $14K 0.00% NEW $65.42 +7.3%
544 HIG HARTFORD INSURANCE GROUP INC Financial Services 102.0 $14K 0.00% NEW $137.25 -0.8%
545 SPHD INVESCO EXCH TRADED FD TR II 307.0 $14K 0.00% NEW $45.60 +16.7%
546 OSCR OSCAR HEALTH INC Healthcare 1,000.0 $14K 0.00% NEW $14.00 +128.9%
547 AON AON PLC Financial Services 42.0 $14K 0.00% NEW $333.33 +6.5%
548 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 200.0 $13K 0.00% NEW $65.00 +34.0%
549 CM CANADIAN IMPERIAL BANK OF CO Financial Services 146.0 $13K 0.00% NEW $89.04 +30.8%
550 CDP COPT DEFENSE PROPERTIES Real Estate 500.0 $13K 0.00% NEW $26.00 +43.3%
551 EXC EXELON CORP Utilities 304.0 $13K 0.00% NEW $42.76 +2.4%
552 GBDC GOLUB CAP BDC INC Financial Services 1,000.0 $13K 0.00% NEW $13.00 +1.5%
553 DOC HEALTHPEAK PROPERTIES INC Real Estate 832.0 $13K 0.00% NEW $15.62 +37.0%
554 NWBI NORTHWEST BANCSHARES INC MD Financial Services 1,109.0 $13K 0.00% NEW $11.72 +31.5%
555 PLD PROLOGIS INC. Real Estate 109.0 $13K 0.00% NEW $119.27 +18.9%
556 UHS UNIVERSAL HLTH SVCS INC Healthcare 61.0 $13K 0.00% NEW $213.11 -16.8%
557 VOD VODAFONE GROUP PLC NEW Communication Services 1,000.0 $13K 0.00% NEW $13.00 +22.8%
558 CIVITAS RESOURCES INC 500.0 $13K 0.00% NEW $26.00
559 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 100.0 $12K 0.00% NEW $120.00 -9.2%
560 ACAD ACADIA PHARMACEUTICALS INC Healthcare 450.0 $12K 0.00% NEW $26.67 +10.6%
Page 28 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 38.0%
Industrials 12.5%
Financial Services 12.3%
Healthcare 12.3%
Consumer Cyclical 9.4%
Communication Services 6.5%
Consumer Defensive 4.3%
Energy 2.2%
Utilities 1.1%
Basic Materials 1.0%