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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 8 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PCAR PACCAR INC Industrials 248.0 $28K 0.00% -11.0 -4.2% $112.90 +5.4%
142 AMRIZE LTD 506.0 $28K 0.00% -505.0 -50.0% $55.34
143 LEN LENNAR CORP Consumer Cyclical 292.0 $25K 0.00% -44.0 -13.1% $85.62 +4.8%
144 RJF RAYMOND JAMES FINL INC Financial Services 174.0 $25K 0.00% -7.0 -3.9% $143.68 +8.5%
145 EVRG EVERGY INC Utilities 301.0 $24K 0.00% -3.0 -1.0% $79.73 +3.5%
146 OTIS OTIS WORLDWIDE CORP Industrials 320.0 $24K 0.00% -12.0 -3.6% $75.00 -2.3%
147 TPG TPG INC Financial Services 609.0 $24K 0.00% -40.0 -6.2% $39.41 +6.7%
148 ZTS ZOETIS INC Healthcare 198.0 $23K 0.00% -21.0 -9.6% $116.16 -32.2%
149 XMHQ INVESCO EXCHANGE TRADED FD T 200.0 $20K 0.00% -226.0 -53.0% $100.00 +10.7%
150 ISRG INTUITIVE SURGICAL INC Healthcare 43.0 $19K 0.00% -45.0 -51.1% $441.86 -7.9%
151 XLF SELECT SECTOR SPDR TR 405.0 $19K 0.00% -33.0 -7.5% $46.91 +14.2%
152 IHI ISHARES TR 343.0 $18K 0.00% -73.0 -17.6% $52.48 -6.5%
153 APA APA CORPORATION Energy 393.0 $16K 0.00% -462.0 -54.0% $40.71 -18.9%
154 LIT GLOBAL X FDS 222.0 $16K 0.00% -61.0 -21.6% $72.07 +14.0%
155 MRNA MODERNA INC Healthcare 329.0 $16K 0.00% -287.0 -46.6% $48.63 +31.5%
156 SSNC SS&C TECH HLDGS Technology 237.0 $16K 0.00% -5.0 -2.1% $67.51 -3.1%
157 NXPI NXP SEMICONDUCTORS N V Technology 77.0 $15K 0.00% -9.0 -10.5% $194.81 +60.8%
158 MCHP MICROCHIP TECHNOLOGY INC. Technology 229.0 $14K 0.00% -11.0 -4.6% $61.14 +63.2%
159 QBTS D-WAVE QUANTUM INC Technology 945.0 $13K 0.00% -650.0 -40.8% $13.76 +79.5%
160 GNTX GENTEX CORP Consumer Cyclical 598.0 $13K 0.00% -105.0 -14.9% $21.74 +19.4%
Page 8 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%