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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 5 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UNILEVER PLC 3,468.0 $197K 0.03% -248.0 -6.7% $56.81
82 SCHV SCHWAB STRATEGIC TR 6,158.0 $187K 0.02% -73.0 -1.2% $30.37 +13.8%
83 TPR TAPESTRY INC Consumer Cyclical 1,296.0 $182K 0.02% -116.0 -8.2% $140.43 +2.2%
84 TOTL SSGA ACTIVE ETF TR 4,508.0 $179K 0.02% -174.0 -3.7% $39.71 -0.9%
85 CANADIAN PACIFIC KANSAS CITY 2,058.0 $161K 0.02% -13.0 -0.6% $78.23
86 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 1,770.0 $143K 0.02% -198.0 -10.1% $80.79 -1.1%
87 NFLX NETFLIX INC. Communication Services 1,460.0 $140K 0.02% -36.0 -2.4% $95.89 -19.3%
88 PJP INVESCO EXCHANGE TRADED FD T 1,321.0 $137K 0.02% -858.0 -39.4% $103.71 +7.6%
89 PAYX PAYCHEX INC Industrials 1,463.0 $134K 0.02% -27.0 -1.8% $91.59 +7.3%
90 LNG CHENIERE ENERGY INC Energy 462.0 $131K 0.02% -955.0 -67.4% $283.55 -19.9%
91 TMO THERMO FISHER SCIENTIFIC INC Healthcare 264.0 $128K 0.02% -17.0 -6.0% $484.85 -4.2%
92 ARKG ARK ETF TR 4,778.0 $126K 0.02% -170.0 -3.4% $26.37 +39.8%
93 VXUS VANGUARD STAR FDS 1,498.0 $115K 0.01% -22.0 -1.4% $76.77 +13.0%
94 HWM HOWMET AEROSPACE INC Industrials 497.0 $113K 0.01% -640.0 -56.3% $227.36 +22.1%
95 PWR QUANTA SVCS INC Industrials 202.0 $111K 0.01% -23.0 -10.2% $549.50 +27.8%
96 BKNG BOOKING HOLDINGS INC Consumer Cyclical 26.0 $109K 0.01% -7.0 -21.2% $4192.31 -95.9%
97 CVS CVS HEALTH CORP Healthcare 1,483.0 $106K 0.01% -36.0 -2.4% $71.48 +37.6%
98 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 1,296.0 $98K 0.01% -148.0 -10.2% $75.62 +13.2%
99 WSM WILLIAMS SONOMA INC Consumer Cyclical 540.0 $97K 0.01% -177.0 -24.7% $179.63 +26.3%
100 ETN EATON CORP PLC Industrials 264.0 $93K 0.01% -9.0 -3.3% $352.27 +19.7%
Page 5 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%