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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 22 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 CL COLGATE PALMOLIVE CO Consumer Defensive 504.0 $42K 0.01% -171.0 -25.3% $83.33 +7.4%
422 SCHR SCHWAB STRATEGIC TR 1,690.0 $42K 0.01% $24.85 -1.0%
423 SPG SIMON PPTY GROUP INC NEW Real Estate 227.0 $42K 0.01% +17.0 +8.1% $185.02 +14.2%
424 CNI CANADIAN NATL RY CO Industrials 403.0 $41K 0.01% $101.74 +11.5%
425 GWW WW GRAINGER INC Industrials 38.0 $41K 0.01% -1.0 -2.6% $1078.95 +26.6%
426 SHEL SHELL PLC Energy 443.0 $41K 0.01% $92.55 -14.8%
427 KR KROGER CO Consumer Defensive 554.0 $40K 0.01% -37.0 -6.3% $72.20 -21.6%
428 PSI INVESCO EXCHANGE TRADED FD T 417.0 $39K 0.01% $93.53 +90.6%
429 EOG EOG RES INC Energy 268.0 $38K 0.01% -18.0 -6.3% $141.79 -8.3%
430 CFG CITIZENS FINL GROUP INC Financial Services 608.0 $36K 0.01% $59.21 +13.3%
431 ROBO EXCHANGE TRADED CONCEPTS TRU 528.0 $36K 0.01% -36.0 -6.4% $68.18 +26.1%
432 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 495.0 $36K 0.01% $72.73 +1.0%
433 WEC WEC ENERGY GROUP INC Utilities 316.0 $36K 0.01% -33.0 -9.5% $113.92 -1.5%
434 DLN WISDOMTREE TR 410.0 $36K 0.01% $87.80 +9.6%
435 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 911.0 $35K 0.01% -64.0 -6.6% $38.42 +10.4%
436 VHT VANGUARD WORLD FD 131.0 $35K 0.01% $267.18 +5.0%
437 XSD SPDR SERIES TRUST 105.0 $34K 0.00% $323.81 +96.5%
438 SNX TD SYNNEX CORPORATION Technology 202.0 $34K 0.00% $168.32 +69.1%
439 NLR VANECK ETF TRUST 261.0 $34K 0.00% $130.27 -2.6%
440 WMK WEIS MKTS INC Consumer Defensive 500.0 $34K 0.00% $68.00 +12.9%
Page 22 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%