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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 41 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 AQN ALGONQUIN POWER & UTILITIES Utilities 325.0 $1K $3.08 +91.4%
802 ALGN ALIGN TECHNOLOGY INC Healthcare 7.0 $1K -1.0 -12.5% $142.86 +27.5%
803 AEE AMEREN CORP Utilities 12.0 $1K $83.33 +30.4%
804 ABAT AMERICAN BATTERY TECHNOLOGY Basic Materials 411.0 $1K $2.43 +28.2%
805 AMH AMERICAN HOMES 4 RENT Real Estate 40.0 $1K $25.00 +26.8%
806 APP APPLOVIN CORP Technology 5.0 $1K -9.0 -64.3% $200.00 +134.9%
807 BIIB BIOGEN INC Healthcare 9.0 $1K +1.0 +12.5% $111.11 +76.9%
808 BNTX BIONTECH SE Healthcare 16.0 $1K $62.50 +45.4%
809 BUI BLACKROCK UTILS INFRASTRUCTU Financial Services 65.0 $1K $15.38 +82.7%
810 BXP BXP INC Real Estate 26.0 $1K $38.46 +68.2%
811 BHF BRIGHTHOUSE FINL INC Financial Services 26.0 $1K +5.0 +23.8% $38.46 +64.5%
812 CBL CBL & ASSOC PPTYS INC Real Estate 44.0 $1K $22.73 +108.6%
813 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 38.0 $1K +8.0 +26.7% $26.32 +23.5%
814 CHD CHURCH & DWIGHT CO INC Consumer Defensive 13.0 $1K NEW $76.92 +24.3%
815 CLX CLOROX CO DEL Consumer Defensive 15.0 $1K -9.0 -37.5% $66.67 +43.7%
816 RFI COHEN & STEERS TOTAL RETURN Financial Services 110.0 $1K $9.09 +21.0%
817 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 45.0 $1K $22.22 +21.4%
818 CPNG COUPANG INC Consumer Cyclical 100.0 $1K $10.00 +80.0%
819 EWBC EAST WEST BANCORP INC Financial Services 16.0 $1K $62.50 +102.9%
820 EIX EDISON INTL Utilities 21.0 $1K +1.0 +5.0% $47.62 +51.0%
Page 41 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%