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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 28 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 FNF FIDELITY NATL FINL INC Financial Services 331.0 $15K 0.00% $45.32 +3.3%
542 SPHD INVESCO EXCH TRADED FD TR II 311.0 $15K 0.00% +4.0 +1.3% $48.23 +3.6%
543 QUAL ISHARES TR 82.0 $15K 0.00% $182.93 +18.0%
544 PLD PROLOGIS INC. Real Estate 115.0 $15K 0.00% +6.0 +5.5% $130.43 +7.7%
545 VOD VODAFONE GROUP PLC Communication Services 1,000.0 $15K 0.00% $15.00 -4.7%
546 NXPI NXP SEMICONDUCTORS N V Technology 77.0 $15K 0.00% -9.0 -10.5% $194.81 +60.8%
547 DOW DOW HLDGS INC Basic Materials 345.0 $14K 0.00% $40.58 -21.8%
548 EDAP EDAP TMS S A Healthcare 3,800.0 $14K 0.00% $3.68 +28.9%
549 MCHP MICROCHIP TECHNOLOGY INC. Technology 229.0 $14K 0.00% -11.0 -4.6% $61.14 +63.2%
550 NWBI NORTHWEST BANCSHARES INC Financial Services 1,109.0 $14K 0.00% $12.62 +14.7%
551 SWKS SKYWORKS SOLUTIONS INC Technology 270.0 $14K 0.00% $51.85 +39.7%
552 SOUN SOUNDHOUND AI INC Technology 2,100.0 $14K 0.00% +910.0 +76.5% $6.67 +6.8%
553 TDY TELEDYNE TECHNOLOGIES INC Technology 24.0 $14K 0.00% $583.33 +6.2%
554 CM CANADIAN IMPERIAL BANK OF CO Financial Services 146.0 $13K 0.00% $89.04 +25.4%
555 CGNX COGNEX CORP Technology 280.0 $13K 0.00% $46.43 +42.4%
556 QBTS D-WAVE QUANTUM INC Technology 945.0 $13K 0.00% -650.0 -40.8% $13.76 +79.5%
557 FCF FIRST COMWLTH FINL CORP PA Financial Services 750.0 $13K 0.00% $17.33 +12.7%
558 GNRC GENERAC HLDGS INC Industrials 68.0 $13K 0.00% NEW $191.18 +46.0%
559 GNTX GENTEX CORP Consumer Cyclical 598.0 $13K 0.00% -105.0 -14.9% $21.74 +19.4%
560 DOC HEALTHPEAK PROPERTIES INC Real Estate 812.0 $13K 0.00% -20.0 -2.4% $16.01 +22.2%
Page 28 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%