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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 38 of 46  ·  908 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 URE PROSHARES TR 62.0 $3K NEW $48.39 +39.3%
742 QS QUANTUMSCAPE CORP Consumer Cyclical 300.0 $3K NEW $10.00 -19.6%
743 STBA S & T BANCORP INC Financial Services 93.0 $3K NEW $32.26 +45.2%
744 NANR SPDR INDEX SHS FDS 50.0 $3K NEW $60.00 +30.1%
745 SHW SHERWIN WILLIAMS CO Basic Materials 11.0 $3K NEW $272.73 +17.6%
746 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 55.0 $3K NEW $54.55 +48.0%
747 TGT TARGET CORP Consumer Defensive 37.0 $3K NEW $81.08 +61.2%
748 VCIT VANGUARD SCOTTSDALE FDS 36.0 $3K NEW $83.33 -1.0%
749 SPOT SPOTIFY TECHNOLOGY S A Communication Services 6.0 $3K NEW $500.00 -6.4%
750 IREN IREN LIMITED Financial Services 100.0 $3K NEW $30.00 +99.9%
751 GSL GLOBAL SHIP LEASE INC NEW Industrials 103.0 $3K NEW $29.13 +30.1%
752 COMERICA INC 35.0 $3K NEW $85.71
753 HILLENBRAND INC 100.0 $3K NEW $30.00
754 INVESCO EXCH TRADED FD TR II 63.0 $3K NEW $47.62
755 IQVIA HLDGS INC 17.0 $3K NEW $176.47
756 MSC INCOME FUND INC 301.0 $3K NEW $9.97
757 TECHNIPFMC PLC 80.0 $3K NEW $37.50
758 VIVOPOWER INTERNATIONAL PLC 1,500.0 $3K NEW $2.00
759 AYI ACUITY INC Industrials 7.0 $2K NEW $285.71 +11.2%
760 BWXT BWX TECHNOLOGIES INC Industrials 16.0 $2K NEW $125.00 +64.3%
Page 38 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%