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Portfolio (Quarterly) Guide ↗

VALLEY NATIONAL ADVISERS INC

· CIK 0000773411
13F Portfolio $722M AUM 1,023 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 908 New
Page 14 of 46  ·  908 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PAYX PAYCHEX INC Industrials 1,490.0 $167K 0.02% NEW $112.08 -12.3%
262 FNDB SCHWAB STRATEGIC TR 6,210.0 $165K 0.02% NEW $26.57 +14.3%
263 IBIT ISHARES BITCOIN TRUST ETF Financial Services 3,321.0 $164K 0.02% NEW $49.38 -27.9%
264 TMO THERMO FISHER SCIENTIFIC INC Healthcare 281.0 $162K 0.02% NEW $576.51 -19.4%
265 SNPS SYNOPSYS INC Technology 344.0 $161K 0.02% NEW $468.02 -2.7%
266 SCHZ SCHWAB STRATEGIC TR 6,900.0 $161K 0.02% NEW $23.33 -0.9%
267 PSX PHILLIPS 66 Energy 1,249.0 $161K 0.02% NEW $128.90 +28.9%
268 KRE SPDR SERIES TRUST 2,451.0 $158K 0.02% NEW $64.46 +11.3%
269 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 1,968.0 $158K 0.02% NEW $80.28 -0.5%
270 ROK ROCKWELL AUTOMATION INC Industrials 399.0 $155K 0.02% NEW $388.47 +22.0%
271 YUM YUM BRANDS INC Consumer Cyclical 1,015.0 $153K 0.02% NEW $150.74 +0.8%
272 CANADIAN PACIFIC KANSAS CITY 2,071.0 $152K 0.02% NEW $73.39
273 WMB WILLIAMS COS INC Energy 2,513.0 $151K 0.02% NEW $60.09 +21.7%
274 CI THE CIGNA GROUP Healthcare 542.0 $149K 0.02% NEW $274.91 +1.6%
275 ACWI ISHARES TR 1,044.0 $147K 0.02% NEW $140.80 +12.0%
276 CEG CONSTELLATION ENERGY CORP Utilities 417.0 $147K 0.02% NEW $352.52 -22.3%
277 HBAN HUNTINGTON BANCSHARES INC Financial Services 8,366.0 $145K 0.02% NEW $17.33 -2.7%
278 COP CONOCOPHILLIPS Energy 1,546.0 $144K 0.02% NEW $93.14 +15.7%
279 XLI SELECT SECTOR SPDR TR 922.0 $143K 0.02% NEW $155.10 +16.6%
280 ARKG ARK ETF TR 4,948.0 $143K 0.02% NEW $28.90 +27.5%
Page 14 of 46  ·  908 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 37.5%
Financial Services 12.7%
Industrials 12.4%
Healthcare 12.2%
Consumer Cyclical 9.3%
Communication Services 6.7%
Consumer Defensive 4.3%
Energy 2.6%
Utilities 1.1%
Basic Materials 1.0%