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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 21 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ITOT ISHARES TR 370.0 $52K 0.01% $140.54 +16.6%
402 HAL HALLIBURTON CO Energy 1,353.0 $52K 0.01% -107.0 -7.3% $38.43 -9.1%
403 CRSP CRISPR THERAPEUTICS AG Healthcare 1,100.0 $52K 0.01% $47.27 +14.4%
404 CDNS CADENCE DESIGN SYSTEM INC Technology 190.0 $52K 0.01% $273.68 +41.5%
405 AJG GALLAGHER ARTHUR J & CO Financial Services 237.0 $51K 0.01% -25.0 -9.5% $215.19 -0.5%
406 FVD FIRST TR EXCHANGE-TRADED FD 1,094.0 $51K 0.01% $46.62 +1.7%
407 CTVA CORTEVA INC Basic Materials 583.0 $48K 0.01% +28.0 +5.0% $82.33 -4.5%
408 DON WISDOMTREE TR 930.0 $48K 0.01% $51.61 +8.2%
409 SPGI S&P GLOBAL INC Financial Services 114.0 $47K 0.01% -11.0 -8.8% $412.28 -0.3%
410 IWD ISHARES TR 224.0 $47K 0.01% $209.82 +15.4%
411 DGX QUEST DIAGNOSTICS INC Healthcare 238.0 $46K 0.01% -207.0 -46.5% $193.28 +0.9%
412 TDIV FIRST TR EXCHANGE TRADED FD 500.0 $46K 0.01% $92.00 +28.1%
413 AFRM AFFIRM HLDGS INC Technology 983.0 $45K 0.01% $45.78 +61.5%
414 ED CONSOLIDATED EDISON INC Utilities 406.0 $45K 0.01% $110.84 -4.0%
415 AVUV AMERICAN CENTY ETF TR 414.0 $45K 0.01% -138.0 -25.0% $108.70 +12.2%
416 XJH ISHARES TR 971.0 $44K 0.01% $45.31 +12.9%
417 TSCO TRACTOR SUPPLY CO Consumer Cyclical 983.0 $44K 0.01% -14.0 -1.4% $44.76 -32.4%
418 SAN BANCO SANTANDER SA Financial Services 3,943.0 $44K 0.01% $11.16 +21.0%
419 XLP SELECT SECTOR SPDR TR 545.0 $44K 0.01% $80.73 +3.2%
420 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 605.0 $43K 0.01% $71.07 -13.3%
Page 21 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%