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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 32 of 46  ·  908 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 BXMT BLACKSTONE MTG TR INC Real Estate 500.0 $9K 0.00% NEW $18.00 +0.5%
622 SUB ISHARES TR 85.0 $9K 0.00% NEW $105.88 +0.6%
623 LAMR LAMAR ADVERTISING CO NEW Real Estate 75.0 $9K 0.00% NEW $120.00 +24.7%
624 SPRX LISTED FDS TR 250.0 $9K 0.00% NEW $36.00 +60.9%
625 PSKY PARAMOUNT SKYDANCE CORP Communication Services 688.0 $9K 0.00% NEW $13.08 -24.0%
626 EDIV SPDR INDEX SHS FDS 243.0 $9K 0.00% NEW $37.04 +12.4%
627 FIDELITY COVINGTON TRUST 132.0 $9K 0.00% NEW $68.18
628 AMCOR PLC 1,132.0 $9K 0.00% NEW $7.95
629 PALL ABRDN PALLADIUM ETF TRUST Financial Services 57.0 $8K 0.00% NEW $140.35 -83.4%
630 ITEQ AMPLIFY ETF TR 152.0 $8K 0.00% NEW $52.63 +24.8%
631 APLD APPLIED DIGITAL CORP Technology 350.0 $8K 0.00% NEW $22.86 +103.8%
632 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 200.0 $8K 0.00% NEW $40.00 -10.3%
633 BEPC BROOKFIELD RENEWABLE CORP Utilities 234.0 $8K 0.00% NEW $34.19 +9.5%
634 CNXC CONCENTRIX CORP Technology 202.0 $8K 0.00% NEW $39.60 -36.7%
635 CCAP CRESCENT CAP BDC INC Financial Services 600.0 $8K 0.00% NEW $13.33 -16.2%
636 DLTR DOLLAR TREE INC Consumer Defensive 71.0 $8K 0.00% NEW $112.68 -0.9%
637 DOW DOW INC Basic Materials 345.0 $8K 0.00% NEW $23.19 +36.8%
638 INSM INSMED INC Healthcare 50.0 $8K 0.00% NEW $160.00 -40.1%
639 IONQ IONQ INC Technology 200.0 $8K 0.00% NEW $40.00 +41.4%
640 EMGF ISHARES INC 142.0 $8K 0.00% NEW $56.34 +34.6%
Page 32 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%