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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 39 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 DKS DICKS SPORTING GOODS INC Consumer Cyclical 15.0 $2K $133.33 +74.7%
762 DG DOLLAR GEN CORP Consumer Defensive 18.0 $2K +4.0 +28.6% $111.11 +2.1%
763 ENSG ENSIGN GROUP INC Healthcare 14.0 $2K $142.86 +7.6%
764 FSS FEDERAL SIGNAL CORP Industrials 26.0 $2K $76.92 +54.1%
765 FE FIRSTENERGY CORP Utilities 40.0 $2K +11.0 +37.9% $50.00 -7.1%
766 GPC GENUINE PARTS CO Consumer Cyclical 19.0 $2K +6.0 +46.1% $105.26 +3.3%
767 GAIN GLADSTONE INVT CORP Financial Services 150.0 $2K $13.33 +10.8%
768 HERO GLOBAL X FDS 82.0 $2K +1.0 +1.2% $24.39 +1.2%
769 GRNT GRANITE RIDGE RESOURCES INC Energy 500.0 $2K $4.00 +17.3%
770 HL HECLA MINING COMPANY Basic Materials 149.0 $2K $13.42 +18.9%
771 IEX IDEX CORP Industrials 13.0 $2K -30.0 -69.8% $153.85 +46.2%
772 IVW ISHARES TR 18.0 $2K $111.11 +24.2%
773 IUSG ISHARES TR 16.0 $2K $125.00 +50.9%
774 IXUS ISHARES TR 33.0 $2K NEW $60.61 +60.0%
775 SYSB ISHARES TR 23.0 $2K $86.96 +1.9%
776 KEYS KEYSIGHT TECHNOLOGIES INC Technology 9.0 $2K +3.0 +50.0% $222.22 +63.7%
777 LUMN LUMEN TECHNOLOGIES INC Communication Services 300.0 $2K $6.67 +23.0%
778 NUAI NEW ERA ENERGY & DIGITAL INC Energy 700.0 $2K NEW $2.86 +118.8%
779 OSIS OSI SYSTEMS INC Technology 11.0 $2K $181.82 +22.5%
780 PAGP PLAINS GP HLDGS L P Energy 100.0 $2K $20.00 +16.2%
Page 39 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%