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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 19 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SHLD GLOBAL X FDS 1,022.0 $72K 0.01% +446.0 +77.4% $70.45 -11.6%
362 DVN DEVON ENERGY CORP NEW Energy 1,448.0 $72K 0.01% -66.0 -4.4% $49.72 -15.3%
363 EMN EASTMAN CHEM CO Basic Materials 941.0 $71K 0.01% -107.0 -10.2% $75.45 -3.9%
364 XAR SPDR SERIES TRUST 282.0 $71K 0.01% $251.77 +12.9%
365 THNQ EXCHANGE TRADED CONCEPTS TRU 1,213.0 $71K 0.01% $58.53 +52.9%
366 RKT ROCKET COS INC Financial Services 4,941.0 $70K 0.01% $14.17 +1.8%
367 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 255.0 $70K 0.01% $274.51 +13.8%
368 FAST FASTENAL CO Industrials 1,479.0 $68K 0.01% -57.0 -3.7% $45.98 -0.2%
369 FINX GLOBAL X FDS 2,944.0 $68K 0.01% -3K -50.3% $23.10 +8.1%
370 ALL ALLSTATE CORP Financial Services 331.0 $68K 0.01% +19.0 +6.1% $205.44 +7.7%
371 MSI MOTOROLA SOLUTIONS INC Technology 157.0 $68K 0.01% +6.0 +4.0% $433.12 -8.8%
372 BSX BOSTON SCIENTIFIC CORP Healthcare 1,080.0 $67K 0.01% +125.0 +13.1% $62.04 -27.0%
373 KKR KKR & CO INC Financial Services 726.0 $67K 0.01% -231.0 -24.1% $92.29 +5.1%
374 UPS UNITED PARCEL SVCS INC Industrials 676.0 $66K 0.01% -100.0 -12.9% $97.63 +7.4%
375 IRM IRON MTN INC DEL Real Estate 655.0 $66K 0.01% $100.76 +26.9%
376 AVY AVERY DENNISON CORP Industrials 381.0 $65K 0.01% -7.0 -1.8% $170.60 -7.0%
377 NFG NATIONAL FUEL GAS CO Energy 700.0 $65K 0.01% $92.86 -18.3%
378 CF CF INDUSTRIES HOLD Basic Materials 500.0 $64K 0.01% $128.00 -19.6%
379 FNDA SCHWAB STRATEGIC TR 1,980.0 $64K 0.01% -16.0 -0.8% $32.32 +14.4%
380 SLB SLB LIMITED Energy 1,227.0 $63K 0.01% +80.0 +7.0% $51.34 -6.3%
Page 19 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%