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Portfolio (Quarterly) Guide ↗

VALLEY NATIONAL ADVISERS INC

· CIK 0000773411
13F Portfolio $722M AUM 1,023 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 908 New
Page 5 of 46  ·  908 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWF ISHARES TR 4,349.0 $2.1M 0.28% NEW $473.21 -74.0%
82 DRI DARDEN RESTAURANTS INC Consumer Cyclical 11,121.0 $2.0M 0.28% NEW $183.98 +16.0%
83 ADP AUTOMATIC DATA PROCESSING IN Industrials 7,934.0 $2.0M 0.28% NEW $257.12 -15.1%
84 ROL ROLLINS INC Consumer Cyclical 33,998.0 $2.0M 0.28% NEW $59.97 -25.0%
85 MCD MCDONALDS CORP Consumer Cyclical 6,667.0 $2.0M 0.28% NEW $305.53 -8.8%
86 STE STERIS PLC Healthcare 8,020.0 $2.0M 0.28% NEW $253.37 -20.0%
87 INTU INTUIT Technology 3,062.0 $2.0M 0.28% NEW $661.99 -59.7%
88 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 22,120.0 $2.0M 0.28% NEW $90.69 +6.9%
89 SYK STRYKER CORPORATION Healthcare 5,691.0 $2.0M 0.28% NEW $351.43 -12.4%
90 APD AIR PRODS & CHEMS INC Basic Materials 7,814.0 $1.9M 0.27% NEW $246.99 +13.4%
91 EVR EVERCORE INC Financial Services 5,633.0 $1.9M 0.27% NEW $340.14 +9.3%
92 PNR PENTAIR PLC Industrials 18,336.0 $1.9M 0.26% NEW $104.11 -28.6%
93 CTAS CINTAS CORP Industrials 10,114.0 $1.9M 0.26% NEW $187.96 -9.1%
94 BR BROADRIDGE FINL SOLUTIONS IN Technology 8,473.0 $1.9M 0.26% NEW $223.06 -38.3%
95 BKR BAKER HUGHES COMPANY Energy 40,875.0 $1.9M 0.26% NEW $45.50 +28.4%
96 CIBR FIRST TR EXCHANGE TRADED FD 25,899.0 $1.9M 0.26% NEW $71.43 +18.4%
97 LII LENNOX INTL INC Industrials 3,800.0 $1.8M 0.26% NEW $485.26 +9.7%
98 RSG REPUBLIC SVCS INC Industrials 8,702.0 $1.8M 0.26% NEW $211.79 -3.2%
99 RMD RESMED INC Healthcare 7,475.0 $1.8M 0.25% NEW $240.80 -21.7%
100 PHM PULTE GROUP INC Consumer Cyclical 15,199.0 $1.8M 0.25% NEW $117.24 +8.3%
Page 5 of 46  ·  908 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 37.5%
Financial Services 12.7%
Industrials 12.4%
Healthcare 12.2%
Consumer Cyclical 9.3%
Communication Services 6.7%
Consumer Defensive 4.3%
Energy 2.6%
Utilities 1.1%
Basic Materials 1.0%