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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 17 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 INTC INTEL CORP Technology 2,224.0 $98K 0.01% +39.0 +1.8% $44.06 +204.1%
322 WSM WILLIAMS SONOMA INC Consumer Cyclical 540.0 $97K 0.01% -177.0 -24.7% $179.63 +26.3%
323 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 1,823.0 $96K 0.01% $52.66 -7.3%
324 MTX MINERALS TECHNOLOGIES INC Basic Materials 1,366.0 $96K 0.01% $70.28 +11.9%
325 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 605.0 $95K 0.01% +180.0 +42.4% $157.02 -14.7%
326 ETN EATON CORP PLC Industrials 264.0 $93K 0.01% -9.0 -3.3% $352.27 +19.7%
327 ENB ENBRIDGE INC Energy 1,707.0 $92K 0.01% $53.90 +1.2%
328 DPZ DOMINOS PIZZA INC Consumer Cyclical 259.0 $92K 0.01% -19.0 -6.8% $355.21 -12.0%
329 RSPH INVESCO EXCHANGE TRADED FD T 3,020.0 $91K 0.01% $30.13 +4.6%
330 BFLY BUTTERFLY NETWORK INC Healthcare 22,208.0 $89K 0.01% $4.01 +122.1%
331 FANG DIAMONDBACK ENERGY INC Energy 455.0 $89K 0.01% $195.60 -6.2%
332 VBR VANGUARD INDEX FDS 408.0 $88K 0.01% $215.69 +10.5%
333 AVEM AMERICAN CENTY ETF TR 1,093.0 $88K 0.01% $80.51 +23.8%
334 GSK GSK PLC Healthcare 1,586.0 $87K 0.01% +18.0 +1.1% $54.85 -7.6%
335 WTM WHITE MTNS INS GROUP LTD Financial Services 40.0 $87K 0.01% $2175.00 -7.4%
336 OMC OMNICOM GROUP INC Communication Services 1,156.0 $87K 0.01% -68.0 -5.6% $75.26 -5.2%
337 EQT EQT CORP Energy 1,366.0 $86K 0.01% +747.0 +120.7% $62.96 -19.4%
338 CQP CHENIERE ENERGY PARTNERS L P Energy 1,341.0 $86K 0.01% $64.13 -9.5%
339 VRTX VERTEX PHARMACEUTICALS INC Healthcare 194.0 $86K 0.01% +9.0 +4.9% $443.30 +1.9%
340 NKE NIKE INC Consumer Cyclical 1,596.0 $84K 0.01% -24.0 -1.5% $52.63 -14.1%
Page 17 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%