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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 23 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 AZO AUTOZONE INC Consumer Cyclical 10.0 $33K 0.00% +6.0 +150.0% $3300.00 -7.1%
442 SHY ISHARES TR 400.0 $33K 0.00% $82.50 -0.6%
443 SU SUNCOR ENERGY INC NEW Energy 500.0 $33K 0.00% $66.00 -16.2%
444 MET METLIFE INC Financial Services 456.0 $32K 0.00% -110.0 -19.4% $70.18 +22.0%
445 VGK VANGUARD INTL EQUITY INDEX F 400.0 $32K 0.00% $80.00 +10.3%
446 INCO COLUMBIA ETF TR II 569.0 $31K 0.00% $54.48 +10.1%
447 FMS FRESENIUS MEDICAL CARE AG Healthcare 1,397.0 $31K 0.00% $22.19 +6.3%
448 KBE SPDR SERIES TRUST 528.0 $31K 0.00% $58.71 +11.9%
449 REET ISHARES TR 1,203.0 $30K 0.00% $24.94 +8.5%
450 BEP BROOKFIELD RENEWABLE ENERGY Utilities 940.0 $30K 0.00% $31.91 +10.4%
451 BHP BHP BILLITON LIMITED Basic Materials 400.0 $29K 0.00% $72.50 +21.2%
452 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 750.0 $29K 0.00% $38.67 +2.4%
453 FLS FLOWSERVE CORP Industrials 405.0 $29K 0.00% $71.60 +14.1%
454 RFG INVESCO EXCHANGE TRADED FD T 540.0 $29K 0.00% $53.70 +19.3%
455 METV LISTED FDS TR 1,862.0 $29K 0.00% $15.57 +19.8%
456 RRR RED ROCK RESORTS INC Consumer Cyclical 547.0 $29K 0.00% +3.0 +0.6% $53.02 +15.7%
457 JKHY HENRY JACK & ASSOC INC Technology 177.0 $28K 0.00% -1.0 -0.6% $158.19 -20.2%
458 HPE HEWLETT PACKARD ENTERPRISE C Technology 1,205.0 $28K 0.00% $23.24 +104.0%
459 HII HUNTINGTON INGALLS INDS INC Industrials 76.0 $28K 0.00% $368.42 -22.5%
460 PCAR PACCAR INC Industrials 248.0 $28K 0.00% -11.0 -4.2% $112.90 +5.4%
Page 23 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%