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Portfolio (Quarterly) Guide ↗

Valmark Advisers, Inc.

· CIK 0001380443
13F Portfolio $8.4B AUM 677 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 53 New 347 Added 169 Reduced 33 Exited
Page 16 of 18  ·  347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 QCOM QUALCOMM INC Technology 3,333.0 $429K 0.01% +185.0 +5.9% $128.76 +75.6%
302 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 13,275.0 $425K 0.01% +377.0 +2.9% $32.01 +1.5%
303 EPD ENTERPRISE PRODS PARTNERS L Energy 10,992.0 $416K 0.01% +1K +11.7% $37.84 -3.3%
304 IBB ISHARES TR 2,435.0 $411K 0.01% +75.0 +3.2% $168.85 +2.8%
305 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,730.0 $408K 0.01% +56.0 +0.8% $60.65 -11.0%
306 SLQD ISHARES TR 8,027.0 $405K 0.01% +1K +20.4% $50.49 -0.5%
307 BIBL NORTHERN LTS FD TR IV 8,575.0 $404K 0.01% +89.0 +1.1% $47.15 +19.3%
308 INTC INTEL CORP Technology 9,090.0 $401K 0.01% +561.0 +6.6% $44.13 +203.6%
309 OWL PUT BLUE OWL CAPITAL INC Financial Services 43,200.0 $394K 0.01% +18K +72.8% $9.13 +4.4%
310 CMDY ISHARES U S ETF TR 6,605.0 $392K 0.01% +360.0 +5.8% $59.42 -4.3%
311 TIP ISHARES TR 3,541.0 $391K 0.01% +152.0 +4.5% $110.36 -0.9%
312 NOC NORTHROP GRUMMAN CORP Industrials 569.0 $388K 0.01% +179.0 +45.9% $682.26 -23.6%
313 MO ALTRIA GROUP INC Consumer Defensive 5,875.0 $388K 0.01% +1K +21.3% $65.99 +4.8%
314 IVOV VANGUARD ADMIRAL FDS INC 3,802.0 $388K 0.01% +77.0 +2.1% $101.95 +9.8%
315 GM GENERAL MTRS CO Consumer Cyclical 5,195.0 $387K 0.01% +3K +98.7% $74.50 +6.4%
316 CTVA CORTEVA INC Basic Materials 4,504.0 $377K 0.00% +172.0 +4.0% $83.71 -6.1%
317 MGV VANGUARD WORLD FD 2,546.0 $369K 0.00% +99.0 +4.0% $144.95 +11.9%
318 AEP AMERICAN ELEC PWR CO INC Utilities 2,789.0 $366K 0.00% +812.0 +41.1% $131.08 -2.6%
319 DECK DECKERS OUTDOOR CORP Consumer Cyclical 3,577.0 $358K 0.00% +19.0 +0.5% $100.09 +9.0%
320 BDYN BLACKROCK ETF TRUST 14,727.0 $358K 0.00% +269.0 +1.9% $24.31 +14.4%
Page 16 of 18  ·  347 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 30.0%
Financial Services 19.0%
Industrials 11.2%
Consumer Cyclical 9.0%
Healthcare 8.6%
Consumer Defensive 7.4%
Communication Services 5.5%
Energy 5.0%
Utilities 3.2%
Basic Materials 1.0%