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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 22 of 46  ·  908 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 HAL HALLIBURTON CO Energy 1,460.0 $41K 0.01% NEW $28.08 +24.4%
422 ED CONSOLIDATED EDISON INC Utilities 408.0 $40K 0.01% NEW $98.04 +8.5%
423 CNI CANADIAN NATL RY CO Industrials 403.0 $39K 0.01% NEW $96.77 +17.2%
424 GWW WW GRAINGER INC Industrials 39.0 $39K 0.01% NEW $1000.00 +36.5%
425 ROBO EXCHANGE TRADED CONCEPTS TRU 564.0 $39K 0.01% NEW $69.15 +24.4%
426 APEI AMERICAN PUB ED INC Consumer Defensive 1,040.0 $39K 0.01% NEW $37.50 +40.6%
427 CF CF INDS HLDGS INC Basic Materials 500.0 $38K 0.01% NEW $76.00 +35.4%
428 SPG SIMON PPTY GROUP INC NEW Real Estate 210.0 $38K 0.01% NEW $180.95 +16.8%
429 VHT VANGUARD WORLD FD 131.0 $37K 0.01% NEW $282.44 -0.7%
430 SHLD GLOBAL X FDS 576.0 $37K 0.01% NEW $64.24 -3.0%
431 CTVA CORTEVA INC Basic Materials 555.0 $37K 0.01% NEW $66.67 +17.9%
432 INCO COLUMBIA ETF TR II 569.0 $36K 0.01% NEW $63.27 -5.2%
433 KR KROGER CO Consumer Defensive 591.0 $36K 0.01% NEW $60.91 -7.1%
434 DLN WISDOMTREE TR 410.0 $36K 0.01% NEW $87.80 +9.6%
435 WEC WEC ENERGY GROUP INC Utilities 349.0 $36K 0.01% NEW $103.15 +8.7%
436 CFG CITIZENS FINL GROUP INC Financial Services 611.0 $35K 0.01% NEW $57.28 +17.1%
437 HRB BLOCK H & R INC Consumer Cyclical 800.0 $34K 0.01% NEW $42.50 -19.1%
438 IBUY AMPLIFY ETF TR 469.0 $34K 0.01% NEW $72.49 -5.3%
439 METV LISTED FDS TR 1,862.0 $34K 0.01% NEW $18.26 +2.2%
440 LEN LENNAR CORP Consumer Cyclical 336.0 $34K 0.01% NEW $101.19 -11.3%
Page 22 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%