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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 11 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TER TERADYNE INC Technology 1,161.0 $344K 0.04% +105.0 +9.9% $296.30 +47.8%
202 DIVB ISHARES TR 6,383.0 $343K 0.04% +308.0 +5.1% $53.74 +13.3%
203 ITW ILLINOIS TOOL WKS INC Industrials 1,318.0 $343K 0.04% -15.0 -1.1% $260.24 +1.5%
204 GEV GE VERNOVA INC Utilities 389.0 $339K 0.04% +8.0 +2.1% $871.47 +27.3%
205 CMI CUMMINS INC Industrials 621.0 $334K 0.04% $537.84 +33.3%
206 GLW CORNING INC Technology 2,393.0 $325K 0.04% -187.0 -7.2% $135.81 +43.5%
207 FITB FIFTH THIRD BANCORP Financial Services 7,011.0 $325K 0.04% +112.0 +1.6% $46.36 +13.8%
208 GCOW PACER FDS TR 7,000.0 $323K 0.04% +571.0 +8.9% $46.14 -5.4%
209 CSX CSX CORP Industrials 7,576.0 $310K 0.04% +812.0 +12.0% $40.92 +11.5%
210 AKRE PROFESIONALLY MANAGED PORTFO 5,869.0 $310K 0.04% $52.82 +0.6%
211 IJJ ISHARES TR 2,320.0 $307K 0.04% $132.33 +9.4%
212 DVY ISHARES TR 1,981.0 $299K 0.04% $150.93 +1.6%
213 CRCL CIRCLE INTERNET GROUP INC Financial Services 3,110.0 $296K 0.04% NEW $95.18 -15.7%
214 VOO VANGUARD INDEX FDS 495.0 $295K 0.04% -755.0 -60.4% $595.96 +15.5%
215 CMCSA COMCAST CORP NEW Communication Services 10,258.0 $294K 0.04% -3K -25.1% $28.66 -21.7%
216 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,719.0 $286K 0.04% +503.0 +11.9% $60.61 -10.9%
217 MUNI PIMCO ETF TR 5,482.0 $286K 0.04% +1K +34.1% $52.17 +0.6%
218 NEE NEXTERA ENERGY INC Utilities 3,064.0 $284K 0.04% -213.0 -6.5% $92.69 -6.4%
219 HD HOME DEPOT INC Consumer Cyclical 855.0 $281K 0.04% +53.0 +6.6% $328.65 +1.7%
220 DWM WISDOMTREE TR 4,014.0 $280K 0.04% $69.76 +6.8%
Page 11 of 44  ·  867 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%