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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 40 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 RDVT RED VIOLET INC Technology 75.0 $2K $26.67 +106.6%
782 SACH SACHEM CAP CORP Real Estate 2,667.0 $2K $0.75 +22.7%
783 XLV SELECT SECTOR SPDR TR 16.0 $2K $125.00 +19.5%
784 SHW SHERWIN WILLIAMS CO Basic Materials 7.0 $2K -4.0 -36.4% $285.71 +12.3%
785 SNOW SNOWFLAKE INC Technology 17.0 $2K -24.0 -58.5% $117.65 +97.4%
786 TRGP TARGA RES CORP Energy 11.0 $2K NEW $181.82 +42.2%
787 WULF TERAWULF INC Financial Services 200.0 $2K $10.00 +189.8%
788 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 85.0 $2K $23.53 +33.8%
789 GRNY TIDAL TRUST I 97.0 $2K +45.0 +86.5% $20.62 +33.3%
790 VLO VALERO ENERGY CORP Energy 9.0 $2K NEW $222.22 +6.3%
791 VSS VANGUARD INTL EQUITY INDEX F 14.0 $2K $142.86 +10.3%
792 VCIT VANGUARD SCOTTSDALE FDS 36.0 $2K $55.56 +48.5%
793 VTR VENTAS INC Real Estate 36.0 $2K NEW $55.56 +46.9%
794 WCN WASTE CONNECTIONS INC Industrials 13.0 $2K -291.0 -95.7% $153.85 +0.1%
795 WLTH WEALTHFRONT CORP Technology 223.0 $2K NEW $8.97 -5.9%
796 DIGITAL BRANDS GROUP INC 1,600.0 $2K NEW $1.25
797 FS SPECIALTY LENDING FD 211.0 $2K $9.48
798 AYI ACUITY INC Industrials 7.0 $1K $142.86 +122.3%
799 AKAM AKAMAI TECHNOLOGIES INC Technology 14.0 $1K +1.0 +7.7% $71.43 +74.9%
800 ALB ALBEMARLE CORP Basic Materials 6.0 $1K NEW $166.67 -3.8%
Page 40 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%