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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 4 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UFOX ETF SER SOLUTIONS 7,629.0 $520K 0.07% -57.0 -0.7% $68.16 +39.8%
62 AXP AMERICAN EXPRESS CO Financial Services 1,610.0 $486K 0.06% -54.0 -3.2% $301.86 +12.0%
63 VB VANGUARD INDEX FDS 1,643.0 $430K 0.06% -118.0 -6.7% $261.72 +13.3%
64 MA MASTERCARD INCORPORATED Financial Services 788.0 $393K 0.05% -12.0 -1.5% $498.73 -1.8%
65 PAVE GLOBAL X FDS 7,367.0 $374K 0.05% -69.0 -0.9% $50.77 +15.4%
66 FDN FIRST TR EXCHANGE-TRADED FD 1,566.0 $366K 0.05% -575.0 -26.9% $233.72 +13.7%
67 MUB ISHARES TR 3,368.0 $357K 0.05% -365.0 -9.8% $106.00 +1.3%
68 ITW ILLINOIS TOOL WKS INC Industrials 1,318.0 $343K 0.04% -15.0 -1.1% $260.24 +1.5%
69 GLW CORNING INC Technology 2,393.0 $325K 0.04% -187.0 -7.2% $135.81 +43.5%
70 VOO VANGUARD INDEX FDS 495.0 $295K 0.04% -755.0 -60.4% $595.96 +15.5%
71 CMCSA COMCAST CORP NEW Communication Services 10,258.0 $294K 0.04% -3K -25.1% $28.66 -21.7%
72 NEE NEXTERA ENERGY INC Utilities 3,064.0 $284K 0.04% -213.0 -6.5% $92.69 -6.4%
73 PFE PFIZER INC Healthcare 9,811.0 $275K 0.04% -385.0 -3.8% $28.03 -10.1%
74 V VISA INC Financial Services 778.0 $235K 0.03% -21.0 -2.6% $302.06 +8.3%
75 KMI KINDER MORGAN INC DEL Energy 6,748.0 $226K 0.03% -72.0 -1.1% $33.49 -5.7%
76 PSX PHILLIPS 66 Energy 1,229.0 $223K 0.03% -20.0 -1.6% $181.45 -8.4%
77 MSM MSC INDL DIRECT INC Industrials 2,405.0 $221K 0.03% -28.0 -1.1% $91.89 +29.0%
78 ADBE ADOBE INC Technology 888.0 $215K 0.03% -157.0 -15.0% $242.12 -19.4%
79 VEEV VEEVA SYS INC Healthcare 1,214.0 $213K 0.03% -244.0 -16.7% $175.45 -12.6%
80 SBUX STARBUCKS CORP Consumer Cyclical 2,371.0 $212K 0.03% -25.0 -1.0% $89.41 +12.6%
Page 4 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%