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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 34 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 HACK AMPLIFY ETF TR 83.0 $6K 0.00% $72.29 +32.8%
662 ANET ARISTA NETWORKS INC Technology 51.0 $6K 0.00% +10.0 +24.4% $117.65 +44.2%
663 AIZ ASSURANT INC Financial Services 28.0 $6K 0.00% $214.29 +21.3%
664 CRDL CARDIOL THERAPEUTICS INC Healthcare 5,000.0 $6K 0.00% $1.20 -11.7%
665 MKC MCCORMICK & CO INC Consumer Defensive 132.0 $6K 0.00% $45.45 +2.6%
666 NOV NOV INC Energy 345.0 $6K 0.00% $17.39 +7.3%
667 PSKY PARAMOUNT SKYDANCE CORP Communication Services 671.0 $6K 0.00% -17.0 -2.5% $8.94 +11.2%
668 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 450.0 $6K 0.00% $13.33 +23.9%
669 ROST ROSS STORES INC Consumer Cyclical 32.0 $6K 0.00% +4.0 +14.3% $187.50 +24.2%
670 TLN TALEN ENERGY CORP Utilities 20.0 $6K 0.00% $300.00 +45.4%
671 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 360.0 $6K 0.00% $16.67 +22.6%
672 AFL AFLAC INC Financial Services 49.0 $5K 0.00% -50.0 -50.5% $102.04 +13.2%
673 MSOS ADVISORSHARES TR 1,466.0 $5K 0.00% $3.41 +46.3%
674 ACHR ARCHER AVIATION INC Industrials 1,000.0 $5K 0.00% $5.00 +11.4%
675 CCL CARNIVAL CORP Consumer Cyclical 198.0 $5K 0.00% -47.0 -19.2% $25.25 +22.2%
676 CNXC CONCENTRIX CORP Technology 202.0 $5K 0.00% $24.75 +1.3%
677 EFC ELLINGTON FINANCIAL INC Real Estate 500.0 $5K 0.00% $10.00 +34.4%
678 EME EMCOR GROUP INC Industrials 7.0 $5K 0.00% $714.29 +17.1%
679 FTV FORTIVE CORP Technology 93.0 $5K 0.00% +10.0 +12.1% $53.76 +13.5%
680 FOXA FOX CORP Communication Services 89.0 $5K 0.00% +50.0 +128.2% $56.18 -7.0%
Page 34 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%