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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 7 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DIA STATE STR SPDR DOW JONES IND Financial Services 2,785.0 $1.3M 0.17% $462.84 +11.4%
122 IGV ISHARES TR 16,023.0 $1.3M 0.17% -5K -22.4% $80.01 +11.3%
123 FNDX SCHWAB STRATEGIC TR 45,919.0 $1.3M 0.17% -2K -4.7% $27.83 +11.6%
124 XT ISHARES TR 18,487.0 $1.3M 0.16% $68.10 +20.8%
125 CHAT TIDAL TRUST II 20,198.0 $1.2M 0.16% $61.84 +65.5%
126 PAYC PAYCOM SOFTWARE INC Technology 10,014.0 $1.2M 0.16% +300.0 +3.1% $121.43 +2.8%
127 ABBV ABBVIE INC Healthcare 5,590.0 $1.2M 0.16% -53.0 -0.9% $217.35 -0.4%
128 NVS NOVARTIS AG Healthcare 7,859.0 $1.2M 0.15% $152.69 -3.7%
129 MGC VANGUARD WORLD FD 4,999.0 $1.2M 0.15% $236.25 +16.3%
130 VUG VANGUARD INDEX FDS 2,654.0 $1.2M 0.15% -17.0 -0.6% $436.70 -80.1%
131 APOS APOLLO GLOBAL MGMT INC Financial Services 10,348.0 $1.2M 0.15% -363.0 -3.4% $111.33 -77.0%
132 CAT CATERPILLAR INC Industrials 1,598.0 $1.1M 0.15% +20.0 +1.3% $707.76 +39.3%
133 JUST GOLDMAN SACHS ETF TR 11,647.0 $1.1M 0.14% $92.47 +15.8%
134 XBI SPDR SERIES TRUST 8,238.0 $1.1M 0.14% -144.0 -1.7% $127.70 +10.2%
135 CSCO CISCO SYS INC Technology 13,188.0 $1.0M 0.13% $77.57 +54.1%
136 UNP UNION PAC CORP Industrials 4,213.0 $1.0M 0.13% -441.0 -9.5% $242.58 +5.9%
137 GOOG ALPHABET INC Communication Services 3,478.0 $997K 0.13% +110.0 +3.3% $286.66 +28.2%
138 JNJ JOHNSON & JOHNSON Healthcare 3,995.0 $975K 0.13% -76.0 -1.9% $244.06 -6.4%
139 COHR COHERENT CORP Technology 3,962.0 $943K 0.12% $238.01 +63.7%
140 REGN REGENERON PHARMACEUTICALS Healthcare 1,187.0 $917K 0.12% -16.0 -1.3% $772.54 -21.0%
Page 7 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%