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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 40 of 46  ·  908 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 HL HECLA MNG CO Basic Materials 149.0 $2K NEW $13.42 +18.9%
782 HUBS HUBSPOT INC Technology 6.0 $2K NEW $333.33 -47.2%
783 HUM HUMANA INC Healthcare 8.0 $2K NEW $250.00 +44.3%
784 PHO INVESCO EXCHANGE TRADED FD T 40.0 $2K NEW $50.00 +34.7%
785 IVW ISHARES TR 18.0 $2K NEW $111.11 +24.2%
786 IUSG ISHARES TR 16.0 $2K NEW $125.00 +50.9%
787 SYSB ISHARES TR 23.0 $2K NEW $86.96 +1.9%
788 JMIA JUMIA TECHNOLOGIES AG Consumer Cyclical 200.0 $2K NEW $10.00 -29.6%
789 KVUE KENVUE INC Consumer Defensive 142.0 $2K NEW $14.08 +28.7%
790 DNUT KRISPY KREME INC Consumer Defensive 504.0 $2K NEW $3.97 -8.5%
791 LYV LIVE NATION ENTERTAINMENT IN Communication Services 15.0 $2K NEW $133.33 +28.4%
792 LUMN LUMEN TECHNOLOGIES INC Communication Services 300.0 $2K NEW $6.67 +23.0%
793 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 31.0 $2K NEW $64.52 +41.6%
794 NRG NRG ENERGY INC Utilities 15.0 $2K NEW $133.33 +1.3%
795 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 22.0 $2K NEW $90.91 -4.5%
796 OSIS OSI SYSTEMS INC Technology 11.0 $2K NEW $181.82 +22.5%
797 OXY OCCIDENTAL PETE CORP Energy 71.0 $2K NEW $28.17 +84.0%
798 OSK OSHKOSH CORP Industrials 21.0 $2K NEW $95.24 +46.5%
799 PYPL PAYPAL HLDGS INC Financial Services 42.0 $2K NEW $47.62 -10.7%
800 RDDT REDDIT INC Communication Services 13.0 $2K NEW $153.85 +13.7%
Page 40 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%