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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 33 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 PGR PROGRESSIVE CORP Financial Services 41.0 $8K 0.00% -409.0 -90.9% $195.12 +5.0%
642 UYG PROSHARES TR 120.0 $8K 0.00% $66.67 +27.5%
643 SCHH SCHWAB STRATEGIC TR 417.0 $8K 0.00% $19.18 +21.9%
644 TMUS T-MOBILE US INC Communication Services 42.0 $8K 0.00% -2.0 -4.5% $190.48 -4.6%
645 VTRS VIATRIS INC Healthcare 607.0 $8K 0.00% +25.0 +4.3% $13.18 +16.6%
646 AMCOR PLC 216.0 $8K 0.00% NEW $37.04
647 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 200.0 $7K 0.00% $35.00 +2.5%
648 CCAP CRESCENT CAP BDC INC Financial Services 600.0 $7K 0.00% $11.67 -4.2%
649 DXCM DEXCOM INC Healthcare 122.0 $7K 0.00% +2.0 +1.7% $57.38 +26.3%
650 DLR DIGITAL RLTY TR INC Real Estate 42.0 $7K 0.00% +14.0 +50.0% $166.67 +12.9%
651 DLTR DOLLAR TREE INC Consumer Defensive 71.0 $7K 0.00% $98.59 +13.2%
652 FFIC FLUSHING FINL CORP Financial Services 500.0 $7K 0.00% $14.00 +10.5%
653 GM GENERAL MTRS CO Consumer Cyclical 98.0 $7K 0.00% +6.0 +6.5% $71.43 +11.0%
654 QQQM INVESCO EXCH TRADED FD TR II 30.0 $7K 0.00% $233.33 +30.5%
655 IEMG ISHARES INC 101.0 $7K 0.00% $69.31 +23.6%
656 KDP KEURIG DR PEPPER INC Consumer Defensive 274.0 $7K 0.00% -10.0 -3.5% $25.55 +20.4%
657 MYRG MYR GROUP INC Industrials 25.0 $7K 0.00% $280.00 +64.7%
658 RCI ROGERS COMMUNICATIONS INC Communication Services 190.0 $7K 0.00% $36.84 +2.0%
659 FIDELITY COVINGTON TRUST 108.0 $7K 0.00% -24.0 -18.2% $64.81
660 NEWSMAX INC 1,504.0 $7K 0.00% NEW $4.65
Page 33 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%