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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 2 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ATRC ATRICURE INC Healthcare 13,080.0 $373K 0.00% NEW $28.53 +0.9%
22 SPMO INVESCO EXCH TRADED FD TR II 3,166.0 $355K 0.00% NEW $112.12 +42.6%
23 TER TERADYNE INC Technology 1,192.0 $353K 0.00% NEW $296.46 +47.7%
24 AGX ARGAN INC Industrials 634.0 $345K 0.00% NEW $544.65 +35.7%
25 BE BLOOM ENERGY CORP Industrials 2,249.0 $305K 0.00% NEW $135.49 +142.8%
26 NIHI NEOS ETF TRUST 6,100.0 $297K 0.00% NEW $48.76 +6.1%
27 VRT VERTIV HOLDINGS CO Industrials 1,178.0 $295K 0.00% NEW $250.60 +32.9%
28 FHN FIRST HORIZON CORPORATION Financial Services 12,798.0 $291K 0.00% NEW $22.76 +9.0%
29 SHV ISHARES TR 2,615.0 $289K 0.00% NEW $110.38 -0.1%
30 VCIT VANGUARD SCOTTSDALE FDS 3,474.0 $287K 0.00% NEW $82.74 -0.3%
31 PSA PUBLIC STORAGE OPER CO Real Estate 1,032.0 $280K 0.00% NEW $270.89 +17.4%
32 IJK ISHARES TR 2,690.0 $271K 0.00% NEW $100.62 +14.9%
33 BP BP PLC Energy 5,529.0 $260K 0.00% NEW $47.00 -16.8%
34 ARTY ISHARES TR 5,569.0 $259K 0.00% NEW $46.53 +69.6%
35 CEG CONSTELLATION ENERGY CORP Utilities 923.0 $258K 0.00% NEW $279.17 -1.8%
36 IXC ISHARES TR 4,235.0 $244K 0.00% NEW $57.60 -13.5%
37 VLO VALERO ENERGY CORP Energy 977.0 $241K 0.00% NEW $247.08 -4.4%
38 SCHW SCHWAB CHARLES CORP Financial Services 2,556.0 $240K 0.00% NEW $93.99 -2.4%
39 USA LIBERTY ALL STAR EQUITY FD Financial Services 42,497.0 $236K 0.00% NEW $5.55 +4.5%
40 MEAR ISHARES U S ETF TR 4,664.0 $235K 0.00% NEW $50.34 -0.1%
Page 2 of 3  ·  53 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%