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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 24 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 Q QNITY ELECTRONICS INC Technology 248.0 $28K 0.00% +44.0 +21.6% $112.90 +49.7%
462 AMRIZE LTD 506.0 $28K 0.00% -505.0 -50.0% $55.34
463 RZV INVESCO EXCHANGE TRADED FD T 222.0 $27K 0.00% $121.62 +18.5%
464 FNDE SCHWAB STRATEGIC TR 716.0 $27K 0.00% $37.71 +8.6%
465 NIKL SPROTT FDS TR 1,716.0 $27K 0.00% +1K +152.3% $15.73 -9.4%
466 VRT VERTIV HOLDINGS CO Industrials 108.0 $27K 0.00% NEW $250.00 +33.2%
467 WBD WARNER BROS DISCOVERY INC Communication Services 991.0 $27K 0.00% +115.0 +13.1% $27.25 -3.8%
468 JHMM JOHN HANCOCK EXCHANGE TRADED 400.0 $26K 0.00% $65.00 +13.5%
469 RIO RIO TINTO PLC Basic Materials 285.0 $26K 0.00% $91.23 +9.7%
470 SPYD SPDR SERIES TRUST 576.0 $26K 0.00% $45.14 +5.2%
471 SMLV SPDR SERIES TRUST 191.0 $26K 0.00% $136.13 +12.0%
472 AXON AXON ENTERPRISE INC Industrials 59.0 $25K 0.00% +3.0 +5.4% $423.73 -0.1%
473 HRB BLOCK H & R INC Consumer Cyclical 800.0 $25K 0.00% $31.25 +10.0%
474 AGG ISHARES TR 259.0 $25K 0.00% $96.53 +2.5%
475 LEN LENNAR CORP Consumer Cyclical 292.0 $25K 0.00% -44.0 -13.1% $85.62 +4.8%
476 RJF RAYMOND JAMES FINL INC Financial Services 174.0 $25K 0.00% -7.0 -3.9% $143.68 +8.5%
477 O REALTY INCOME CORP Real Estate 410.0 $25K 0.00% $60.98 -1.2%
478 TD TORONTO DOMINION BK ONT Financial Services 278.0 $25K 0.00% $89.93 +32.7%
479 VTEB VANGUARD MUN BD FDS 511.0 $25K 0.00% $48.92 +3.1%
480 PPLT ABRDN PLATINUM ETF TRUST Financial Services 138.0 $24K 0.00% +88.0 +176.0% $173.91 -91.2%
Page 24 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%