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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 39 of 46  ·  908 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 BDX BECTON DICKINSON & CO Healthcare 14.0 $2K NEW $142.86 +0.8%
762 CBOE CBOE GLOBAL MKTS INC Financial Services 11.0 $2K NEW $181.82 +37.0%
763 CTRA COTERRA ENERGY INC Energy 94.0 $2K NEW $21.28 +53.0%
764 CASY CASEYS GEN STORES INC Consumer Cyclical 5.0 $2K NEW $400.00 +110.6%
765 CLX CLOROX CO DEL Consumer Defensive 24.0 $2K NEW $83.33 +15.0%
766 NET CLOUDFLARE INC Technology 14.0 $2K NEW $142.86 +56.8%
767 CPNG COUPANG INC Consumer Cyclical 100.0 $2K NEW $20.00 -10.0%
768 DKS DICKS SPORTING GOODS INC Consumer Cyclical 15.0 $2K NEW $133.33 +74.7%
769 EW EDWARDS LIFESCIENCES CORP Healthcare 33.0 $2K NEW $60.61 +44.1%
770 ENSG ENSIGN GROUP INC Healthcare 14.0 $2K NEW $142.86 +7.6%
771 FMC FMC CORP Basic Materials 202.0 $2K NEW $9.90 +16.7%
772 FDS FACTSET RESH SYS INC Financial Services 8.0 $2K NEW $250.00 -11.5%
773 FSS FEDERAL SIGNAL CORP Industrials 26.0 $2K NEW $76.92 +54.1%
774 FDIS FIDELITY COVINGTON TRUST 20.0 $2K NEW $100.00 +2.1%
775 FXL FIRST TR EXCHANGE TRADED FD 12.0 $2K NEW $166.67 +28.3%
776 FOXA FOX CORP Communication Services 39.0 $2K NEW $51.28 +1.8%
777 GLAD GLADSTONE CAPITAL CORP Financial Services 100.0 $2K NEW $20.00 -6.5%
778 GAIN GLADSTONE INVT CORP Financial Services 150.0 $2K NEW $13.33 +10.8%
779 HERO GLOBAL X FDS 81.0 $2K NEW $24.69 +0.0%
780 GRNT GRANITE RIDGE RESOURCES INC Energy 500.0 $2K NEW $4.00 +17.3%
Page 39 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%