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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 41 of 46  ·  908 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 RBLX ROBLOX CORP Technology 29.0 $2K NEW $68.97 -25.3%
802 SACH SACHEM CAP CORP Real Estate 2,667.0 $2K NEW $0.75 +22.7%
803 XLV SELECT SECTOR SPDR TR 16.0 $2K NEW $125.00 +19.5%
804 SCM STELLUS CAP INVT CORP Financial Services 200.0 $2K NEW $10.00 -16.5%
805 SYF SYNCHRONY FINANCIAL Financial Services 32.0 $2K NEW $62.50 +20.4%
806 WULF TERAWULF INC Financial Services 200.0 $2K NEW $10.00 +189.8%
807 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 85.0 $2K NEW $23.53 +33.8%
808 TWLO TWILIO INC Communication Services 19.0 $2K NEW $105.26 +76.9%
809 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 6.0 $2K NEW $333.33 +61.0%
810 VSS VANGUARD INTL EQUITY INDEX F 14.0 $2K NEW $142.86 +10.3%
811 WDC WESTERN DIGITAL CORP Technology 13.0 $2K NEW $153.85 +385.0%
812 WOLF WOLFSPEED INC Technology 171.0 $2K NEW $11.70 +390.9%
813 GRMN GARMIN LTD Technology 12.0 $2K NEW $166.67 +40.5%
814 FS SPECIALTY LENDING FD 211.0 $2K NEW $9.48
815 FLUTTER ENTMT PLC 11.0 $2K NEW $181.82
816 UAVS AGEAGLE AERIAL SYS INC NEW Technology 2,000.0 $1K NEW $0.50 +88.5%
817 AKAM AKAMAI TECHNOLOGIES INC Technology 13.0 $1K NEW $76.92 +62.4%
818 AQN ALGONQUIN PWR UTILS CORP Utilities 325.0 $1K NEW $3.08 +91.4%
819 ALGN ALIGN TECHNOLOGY INC Healthcare 8.0 $1K NEW $125.00 +45.7%
820 AEE AMEREN CORP Utilities 12.0 $1K NEW $83.33 +30.4%
Page 41 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%