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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 43 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 NWSA NEWS CORP NEW Communication Services 41.0 $1K -20.0 -32.8% $24.39 +3.6%
842 NVAX NOVAVAX INC Healthcare 147.0 $1K NEW $6.80 +34.2%
843 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 11.0 $1K $90.91 -15.4%
844 ON ON SEMICONDUCTOR CORP Technology 24.0 $1K -4.0 -14.3% $41.67 +191.9%
845 OC OWENS CORNING NEW Industrials 10.0 $1K $100.00 +28.1%
846 PCG PG&E CORP Utilities 93.0 $1K +19.0 +25.7% $10.75 +53.3%
847 ONLN PROSHARES TR 23.0 $1K $43.48 +27.4%
848 BITO PROSHARES TR 110.0 $1K NEW $9.09 -5.8%
849 RYN RAYONIER INC Real Estate 49.0 $1K NEW $20.41 +2.8%
850 RCAT RED CAT HLDGS INC Technology 100.0 $1K NEW $10.00 +14.4%
851 RF REGIONS FINANCIAL CORP NEW Financial Services 41.0 $1K NEW $24.39 +17.3%
852 ROP ROPER TECHNOLOGIES INC Industrials 5.0 $1K NEW $200.00 +65.1%
853 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 15.0 $1K $66.67 +70.2%
854 SNA SNAP ON INC Industrials 5.0 $1K $200.00 +93.6%
855 SCM STELLUS CAP INVT CORP Financial Services 200.0 $1K $5.00 +67.0%
856 SYF SYNCHRONY FINANCIAL Financial Services 17.0 $1K -15.0 -46.9% $58.82 +27.9%
857 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 23.0 $1K $43.48 +64.6%
858 TPL TEXAS PACIFIC LAND CORPORATI Energy 3.0 $1K NEW $333.33 +6.5%
859 TRMB TRIMBLE INC Technology 19.0 $1K +1.0 +5.6% $52.63 -6.6%
860 VNDA VANDA PHARMACEUTICALS INC Healthcare 192.0 $1K NEW $5.21 +11.4%
Page 43 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%