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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 18 of 46  ·  908 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 MPC MARATHON PETE CORP Energy 509.0 $82K 0.01% NEW $161.10 +50.8%
342 ENB ENBRIDGE INC Energy 1,707.0 $81K 0.01% NEW $47.45 +15.0%
343 KHC KRAFT HEINZ CO Consumer Defensive 3,353.0 $81K 0.01% NEW $24.16 -5.5%
344 ISTB ISHARES TR 1,648.0 $80K 0.01% NEW $48.54 -0.8%
345 ABNB AIRBNB INC Consumer Cyclical 594.0 $80K 0.01% NEW $134.68 +5.7%
346 INTC INTEL CORP Technology 2,185.0 $80K 0.01% NEW $36.61 +266.0%
347 SUSA ISHARES TR 564.0 $78K 0.01% NEW $138.30 +10.8%
348 THNQ EXCHANGE TRADED CONCEPTS TRU 1,213.0 $77K 0.01% NEW $63.48 +41.0%
349 DGX QUEST DIAGNOSTICS INC Healthcare 445.0 $77K 0.01% NEW $173.03 +12.7%
350 GSK GSK PLC Healthcare 1,568.0 $76K 0.01% NEW $48.47 +4.5%
351 D DOMINION ENERGY INC Utilities 1,312.0 $76K 0.01% NEW $57.93 +18.1%
352 UPS UNITED PARCEL SERVICE INC Industrials 776.0 $76K 0.01% NEW $97.94 +7.1%
353 JEPI J P MORGAN EXCHANGE TRADED F 1,319.0 $75K 0.01% NEW $56.86 -1.3%
354 SDY SPDR SERIES TRUST 529.0 $73K 0.01% NEW $138.00 +9.1%
355 AVDV AMERICAN CENTY ETF TR 781.0 $73K 0.01% NEW $93.47 +14.2%
356 AFRM AFFIRM HLDGS INC Technology 983.0 $73K 0.01% NEW $74.26 -0.5%
357 LIN LINDE PLC Basic Materials 174.0 $73K 0.01% NEW $419.54 +22.1%
358 CENCORA INC 214.0 $72K 0.01% NEW $336.45
359 CQP CHENIERE ENERGY PARTNERS LP Energy 1,341.0 $71K 0.01% NEW $52.95 +9.6%
360 SPLV INVESCO EXCH TRADED FD TR II 1,000.0 $71K 0.01% NEW $71.00 +2.9%
Page 18 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%