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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 33 of 46  ·  908 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 MKC MCCORMICK & CO INC Consumer Defensive 132.0 $8K 0.00% NEW $60.61 -23.0%
642 PAA PLAINS ALL AMERN PIPELINE L Energy 500.0 $8K 0.00% NEW $16.00 +33.4%
643 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 450.0 $8K 0.00% NEW $17.78 -7.1%
644 SCHH SCHWAB STRATEGIC TR 417.0 $8K 0.00% NEW $19.18 +21.9%
645 SNOW SNOWFLAKE INC Technology 41.0 $8K 0.00% NEW $195.12 +19.0%
646 TMUS T-MOBILE US INC Communication Services 44.0 $8K 0.00% NEW $181.82 -0.1%
647 TDC TERADATA CORP DEL Technology 264.0 $8K 0.00% NEW $30.30 +1.9%
648 VST VISTRA CORP Utilities 54.0 $8K 0.00% NEW $148.15 +10.5%
649 XEL XCEL ENERGY INC Utilities 116.0 $8K 0.00% NEW $68.97 +12.2%
650 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 360.0 $8K 0.00% NEW $22.22 -8.0%
651 CYBERARK SOFTWARE LTD 20.0 $8K 0.00% NEW $400.00
652 ASTS AST SPACEMOBILE INC Technology 100.0 $7K 0.00% NEW $70.00 +15.2%
653 AM ANTERO MIDSTREAM CORP Energy 400.0 $7K 0.00% NEW $17.50 +24.1%
654 ACHR ARCHER AVIATION INC Industrials 1,000.0 $7K 0.00% NEW $7.00 -20.4%
655 CCL CARNIVAL CORP Consumer Cyclical 245.0 $7K 0.00% NEW $28.57 +8.0%
656 DELL DELL TECHNOLOGIES INC Technology 62.0 $7K 0.00% NEW $112.90 +262.7%
657 DXCM DEXCOM INC Healthcare 120.0 $7K 0.00% NEW $58.33 +24.2%
658 FFIC FLUSHING FINL CORP Financial Services 500.0 $7K 0.00% NEW $14.00 +10.5%
659 GM GENERAL MTRS CO Consumer Cyclical 92.0 $7K 0.00% NEW $76.09 +4.2%
660 IEX IDEX CORP Industrials 43.0 $7K 0.00% NEW $162.79 +38.2%
Page 33 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%