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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 15 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NEBIUS GROUP N.V. 1,296.0 $134K 0.02% $103.40
282 PAYX PAYCHEX INC Industrials 1,463.0 $134K 0.02% -27.0 -1.8% $91.59 +7.3%
283 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 337.0 $132K 0.02% +2.0 +0.6% $391.69 +173.2%
284 PLTR PALANTIR TECHNOLOGIES INC Technology 897.0 $131K 0.02% +364.0 +68.3% $146.04 -12.0%
285 LNG CHENIERE ENERGY INC Energy 462.0 $131K 0.02% -955.0 -67.4% $283.55 -19.9%
286 ARM ARM HOLDINGS PLC Technology 870.0 $131K 0.02% +638.0 +275.0% $150.57 +191.9%
287 VIOV VANGUARD ADMIRAL FDS INC 1,282.0 $130K 0.02% $101.40 +13.3%
288 HBAN HUNTINGTON BANCSHARES INC Financial Services 8,327.0 $130K 0.02% $15.61 +8.0%
289 MMM 3M CO Industrials 883.0 $128K 0.02% +18.0 +2.1% $144.96 +10.8%
290 TMO THERMO FISHER SCIENTIFIC INC Healthcare 264.0 $128K 0.02% -17.0 -6.0% $484.85 -4.2%
291 ARKG ARK ETF TR 4,778.0 $126K 0.02% -170.0 -3.4% $26.37 +39.8%
292 XLY SELECT SECTOR SPDR TR 1,160.0 $126K 0.02% $108.62 +7.9%
293 ECL ECOLAB INC Basic Materials 472.0 $125K 0.02% +47.0 +11.1% $264.83 +1.6%
294 MU MICRON TECHNOLOGY INC Technology 371.0 $125K 0.02% +124.0 +50.2% $336.93 +236.6%
295 MPC MARATHON PETE CORP Energy 509.0 $124K 0.02% $243.61 -0.3%
296 ENFR ALPS ETF TR 3,130.0 $119K 0.01% $38.02 -1.3%
297 EFIV SPDR SERIES TRUST 1,873.0 $118K 0.01% $63.00 +15.8%
298 LIN LINDE PLC Basic Materials 235.0 $116K 0.01% +61.0 +35.1% $493.62 +3.8%
299 XSMO INVESCO EXCHANGE TRADED FD T 1,531.0 $116K 0.01% $75.77 +18.8%
300 CEG CONSTELLATION ENERGY CORP Utilities 418.0 $116K 0.01% $277.51 -1.2%
Page 15 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%