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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 26 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 235.0 $21K 0.00% $89.36 +22.6%
502 ARCC ARES CAPITAL CORP Financial Services 1,150.0 $20K 0.00% $17.39 +3.7%
503 XMHQ INVESCO EXCHANGE TRADED FD T 200.0 $20K 0.00% -226.0 -53.0% $100.00 +10.7%
504 RWK INVESCO EXCH TRADED FD TR II 156.0 $20K 0.00% NEW $128.21 +12.5%
505 TOL TOLL BROTHERS INC Consumer Cyclical 150.0 $20K 0.00% $133.33 +16.8%
506 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 154.0 $19K 0.00% +40.0 +35.1% $123.38 -13.2%
507 DHR DANAHER CORP DEL Healthcare 101.0 $19K 0.00% +13.0 +14.8% $188.12 -5.8%
508 ISRG INTUITIVE SURGICAL INC Healthcare 43.0 $19K 0.00% -45.0 -51.1% $441.86 -7.9%
509 EFV ISHARES TR 267.0 $19K 0.00% $71.16 +7.7%
510 XLB SELECT SECTOR SPDR TR 392.0 $19K 0.00% $48.47 +6.9%
511 XLF SELECT SECTOR SPDR TR 405.0 $19K 0.00% -33.0 -7.5% $46.91 +14.2%
512 IVES WEDBUSH SER TR 704.0 $19K 0.00% +354.0 +101.1% $26.99 +40.9%
513 ARES ARES MANAGEMENT CORPORATION Financial Services 170.0 $18K 0.00% +23.0 +15.7% $105.88 +22.2%
514 C CITIGROUP INC Financial Services 164.0 $18K 0.00% +6.0 +3.8% $109.76 +30.3%
515 IHI ISHARES TR 343.0 $18K 0.00% -73.0 -17.6% $52.48 -6.5%
516 IEFA ISHARES TR 207.0 $18K 0.00% $86.96 +11.9%
517 SIGI SELECTIVE INS GROUP INC Financial Services 241.0 $18K 0.00% $74.69 +23.6%
518 STAG STAG INDUSTRIAL INC Real Estate 500.0 $18K 0.00% $36.00 +5.0%
519 TMP TOMPKINS FINL CORP Financial Services 234.0 $18K 0.00% $76.92 +16.1%
520 DHT DHT HOLDINGS INC Energy 1,000.0 $18K 0.00% $18.00 +4.9%
Page 26 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%