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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 18 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 161.0 $84K 0.01% $521.74 -3.1%
342 BP BP PLC Energy 1,773.0 $83K 0.01% -100.0 -5.3% $46.81 -16.5%
343 D DOMINION ENERGY INC Utilities 1,344.0 $83K 0.01% +32.0 +2.4% $61.76 +10.8%
344 PANW PALO ALTO NETWORKS INC Technology 512.0 $82K 0.01% +46.0 +9.9% $160.16 +79.7%
345 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 277.0 $81K 0.01% +14.0 +5.3% $292.42 +32.9%
346 MLM MARTIN MARIETTA MATLS INC Basic Materials 139.0 $80K 0.01% -2.0 -1.4% $575.54 +5.8%
347 ABNB AIRBNB INC Consumer Cyclical 614.0 $77K 0.01% +20.0 +3.4% $125.41 +13.6%
348 ISTB ISHARES TR 1,590.0 $77K 0.01% -58.0 -3.5% $48.43 -0.5%
349 AVDV AMERICAN CENTY ETF TR 781.0 $77K 0.01% $98.59 +8.2%
350 SDY SPDR SERIES TRUST 529.0 $77K 0.01% $145.56 +3.4%
351 ABT ABBOTT LABORATORIES Healthcare 741.0 $76K 0.01% -25.0 -3.3% $102.56 -13.8%
352 KHC KRAFT HEINZ CO Consumer Defensive 3,342.0 $75K 0.01% $22.44 +1.7%
353 SUSA ISHARES TR 564.0 $74K 0.01% $131.21 +16.8%
354 ITA ISHARES TR 340.0 $74K 0.01% +137.0 +67.5% $217.65 +9.8%
355 TROW PRICE T ROWE GROUP INC Financial Services 825.0 $74K 0.01% -57.0 -6.5% $89.70 +20.0%
356 JEPI J P MORGAN EXCHANGE TRADED F 1,319.0 $74K 0.01% $56.10 -0.0%
357 CG CARLYLE GROUP INC Financial Services 1,520.0 $73K 0.01% $48.03 -6.7%
358 SPLV INVESCO EXCH TRADED FD TR II 1,000.0 $73K 0.01% $73.00 +0.1%
359 DVN DEVON ENERGY CORP NEW Energy 1,448.0 $72K 0.01% -66.0 -4.4% $49.72 -15.3%
360 SHLD GLOBAL X FDS 1,022.0 $72K 0.01% +446.0 +77.4% $70.45 -11.6%
Page 18 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%