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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 4 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VONG VANGUARD SCOTTSDALE FDS 23,388.0 $2.6M 0.33% +519.0 +2.3% $109.63 +15.7%
62 MRVL MARVELL TECHNOLOGY INC Technology 25,619.0 $2.5M 0.33% +268.0 +1.1% $99.03 +213.6%
63 CHRW C H ROBINSON WORLDWIDE IN Industrials 15,244.0 $2.5M 0.33% $166.03 +11.4%
64 MPWR MONOLITHIC PWR SYS INC Technology 2,312.0 $2.5M 0.33% $1092.99 +43.1%
65 BKR BAKER HUGHES COMPANY Energy 41,019.0 $2.5M 0.32% $61.02 -4.3%
66 PH PARKER-HANNIFIN CORP Industrials 2,766.0 $2.5M 0.32% +48.0 +1.8% $894.79 +6.5%
67 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 7,978.0 $2.4M 0.31% +42.0 +0.5% $303.96 +14.8%
68 IVV ISHARES TR 3,652.0 $2.4M 0.31% +49.0 +1.4% $652.79 +14.9%
69 APH AMPHENOL CORP Technology 18,096.0 $2.3M 0.30% +295.0 +1.7% $126.33 +29.8%
70 SCHW SCHWAB CHARLES CORP Financial Services 24,235.0 $2.3M 0.29% -397.0 -1.6% $93.96 -2.4%
71 AME AMETEK INC Industrials 10,619.0 $2.3M 0.29% $214.24 +10.8%
72 MCK MCKESSON CORP Healthcare 2,628.0 $2.3M 0.29% $864.54 -13.2%
73 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 7,792.0 $2.3M 0.29% $290.43 -3.5%
74 DIS DISNEY WALT CO Communication Services 23,361.0 $2.3M 0.29% +186.0 +0.8% $96.36 +7.8%
75 HCA HCA HEALTHCARE INC Healthcare 4,742.0 $2.2M 0.29% $473.01 -20.7%
76 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,435.0 $2.2M 0.29% +27.0 +0.8% $650.07 +14.9%
77 DRI DARDEN RESTAURANTS INC Consumer Cyclical 11,208.0 $2.2M 0.28% +87.0 +0.8% $195.93 +8.9%
78 RSPT INVESCO EXCHANGE TRADED FD T 46,879.0 $2.1M 0.27% $45.24 +41.3%
79 MCD MCDONALDS CORP Consumer Cyclical 6,501.0 $2.0M 0.26% -166.0 -2.5% $310.72 -10.3%
80 PPL PPL CORP Utilities 52,804.0 $2.0M 0.26% +4K +8.9% $38.20 -7.4%
Page 4 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%