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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 20 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 IBDR ISHARES TR 2,583.0 $62K 0.01% $24.00 +0.9%
382 AWK AMERICAN WTR WKS CO INC NEW Utilities 455.0 $61K 0.01% -5.0 -1.1% $134.07 -6.7%
383 SPEM SPDR INDEX SHS FDS 1,307.0 $61K 0.01% -827.0 -38.8% $46.67 +13.7%
384 IWB ISHARES TR 170.0 $60K 0.01% $352.94 +15.7%
385 APEI AMERICAN PUB ED INC Consumer Defensive 1,040.0 $59K 0.01% $56.73 -7.1%
386 MAR MARRIOTT INTL INC NEW Consumer Cyclical 181.0 $59K 0.01% -230.0 -56.0% $325.97 +21.5%
387 RGTI RIGETTI COMPUTING INC Technology 4,230.0 $59K 0.01% +3K +182.0% $13.95 +53.1%
388 CENCORA INC 187.0 $58K 0.01% -27.0 -12.6% $310.16
389 IZRL ARK ETF TR 2,189.0 $58K 0.01% $26.50 +12.5%
390 OKE ONEOK INC NEW Energy 628.0 $56K 0.01% +26.0 +4.3% $89.17 -4.6%
391 CAH CARDINAL HEALTH INC Healthcare 267.0 $56K 0.01% -40.0 -13.0% $209.74 +5.7%
392 CARR CARRIER GLOBAL CORPORATION Industrials 997.0 $56K 0.01% $56.17 +27.8%
393 STOT SSGA ACTIVE TR 1,180.0 $55K 0.01% $46.61 +0.8%
394 CRWD CROWDSTRIKE HLDGS INC Technology 143.0 $55K 0.01% +2.0 +1.4% $384.62 +78.1%
395 SYY SYSCO CORP Consumer Defensive 782.0 $55K 0.01% -46.0 -5.6% $70.33 +11.9%
396 CRWV COREWEAVE INC Technology 719.0 $55K 0.01% -30.0 -4.0% $76.50 +54.2%
397 INGERSOLL RAND INC 677.0 $54K 0.01% +22.0 +3.4% $79.76
398 FBNC FIRST BANCORP N C Financial Services 973.0 $54K 0.01% $55.50 +9.5%
399 PPA INVESCO EXCHANGE TRADED FD T 327.0 $54K 0.01% $165.14 +6.2%
400 STZ CONSTELLATION BRANDS INC Consumer Defensive 361.0 $54K 0.01% -44.0 -10.9% $149.58 -5.6%
Page 20 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%