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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 37 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 VIVOPOWER PLC 2,000.0 $4K 0.00% +500.0 +33.3% $2.00
722 A AGILENT TECHNOLOGIES INC Healthcare 28.0 $3K NEW $107.14 +18.6%
723 APLD APPLIED DIGITAL CORP Technology 150.0 $3K -200.0 -57.1% $20.00 +133.0%
724 ABR ARBOR REALTY TRUST INC Real Estate 500.0 $3K $6.00 -13.3%
725 BMO BANK MONTREAL MEDIUM Financial Services 26.0 $3K $115.38 +48.0%
726 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 175.0 $3K $17.14 +81.4%
727 CBOE CBOE GLOBAL MKTS INC Financial Services 11.0 $3K $272.73 -8.7%
728 CTRA COTERRA ENERGY INC Energy 88.0 $3K -6.0 -6.4% $34.09 -4.5%
729 EW EDWARDS LIFESCIENCES CORP Healthcare 41.0 $3K +8.0 +24.2% $73.17 +19.4%
730 EXPE EXPEDIA GROUP INC Consumer Cyclical 14.0 $3K NEW $214.29 +12.4%
731 FMC FMC CORP Basic Materials 200.0 $3K -2.0 -1.0% $15.00 -23.0%
732 FRT FEDERAL RLTY INVT TR NEW Real Estate 31.0 $3K $96.77 +24.4%
733 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 110.0 $3K $27.27 +2.1%
734 IUSV ISHARES TR 37.0 $3K $81.08 +35.3%
735 KMB KIMBERLY-CLARK CORP Consumer Defensive 33.0 $3K -12.0 -26.7% $90.91 +12.8%
736 KD KYNDRYL HLDGS INC Technology 257.0 $3K $11.67 -5.8%
737 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 42.0 $3K +11.0 +35.5% $71.43 +27.9%
738 NVR NVR INC Consumer Cyclical 1.0 $3K $3000.00 +116.4%
739 NTAP NETAPP INC Technology 35.0 $3K -10.0 -22.2% $85.71 +86.3%
740 ONDS ONDAS INC Technology 413.0 $3K +263.0 +175.3% $7.26 +27.6%
Page 37 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%