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Portfolio (Quarterly) Guide ↗

VALLEY NATIONAL ADVISERS INC

· CIK 0000773411
13F Portfolio $773M AUM 982 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 46 New 220 Added 213 Reduced 87 Exited
Page 10 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PGR PROGRESSIVE CORP Financial Services 41.0 $8K 0.00% -409.0 -90.9% $195.12 +5.0%
182 TMUS T-MOBILE US INC Communication Services 42.0 $8K 0.00% -2.0 -4.5% $190.48 -4.6%
183 KDP KEURIG DR PEPPER INC Consumer Defensive 274.0 $7K 0.00% -10.0 -3.5% $25.55 +20.4%
184 FIDELITY COVINGTON TRUST 108.0 $7K 0.00% -24.0 -18.2% $64.81
185 PSKY PARAMOUNT SKYDANCE CORP Communication Services 671.0 $6K 0.00% -17.0 -2.5% $8.94 +11.2%
186 AFL AFLAC INC Financial Services 49.0 $5K 0.00% -50.0 -50.5% $102.04 +13.2%
187 CCL CARNIVAL CORP Consumer Cyclical 198.0 $5K 0.00% -47.0 -19.2% $25.25 +22.2%
188 TKO TKO GROUP HOLDINGS INC Communication Services 27.0 $5K 0.00% -5.0 -15.6% $185.19 +7.3%
189 VLTO VERALTO CORP Industrials 58.0 $5K 0.00% -2.0 -3.3% $86.21 -2.5%
190 OWL BLUE OWL CAPITAL INC Financial Services 541.0 $4K 0.00% -452.0 -45.5% $7.39 +28.9%
191 XLG INVESCO EXCHANGE TRADED FD T 78.0 $4K 0.00% -5.0 -6.0% $51.28 +20.4%
192 NEM NEWMONT CORP Basic Materials 38.0 $4K 0.00% -3.0 -7.3% $105.26 -1.4%
193 OXY OCCIDENTAL PETE CORP Energy 70.0 $4K 0.00% -1.0 -1.4% $57.14 -9.3%
194 SHOP SHOPIFY INC Technology 41.0 $4K 0.00% -31.0 -43.1% $97.56 +11.6%
195 APLD APPLIED DIGITAL CORP Technology 150.0 $3K -200.0 -57.1% $20.00 +133.0%
196 CTRA COTERRA ENERGY INC Energy 88.0 $3K -6.0 -6.4% $34.09 -4.5%
197 FMC FMC CORP Basic Materials 200.0 $3K -2.0 -1.0% $15.00 -23.0%
198 KMB KIMBERLY-CLARK CORP Consumer Defensive 33.0 $3K -12.0 -26.7% $90.91 +12.8%
199 NTAP NETAPP INC Technology 35.0 $3K -10.0 -22.2% $85.71 +86.3%
200 OSUR ORASURE TECHNOLOGIES INC Healthcare 1,250.0 $3K -100.0 -7.4% $2.40 +77.1%
Page 10 of 11  ·  213 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 36.5%
Healthcare 13.1%
Industrials 12.8%
Financial Services 11.9%
Consumer Cyclical 8.8%
Communication Services 6.2%
Consumer Defensive 4.5%
Energy 3.4%
Utilities 1.3%
Basic Materials 1.2%