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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 7 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TFLO ISHARES TR 10,672.0 $540K 0.01% -2K -13.2% $50.63 -0.1%
122 KR KROGER CO Consumer Defensive 7,239.0 $524K 0.01% -576.0 -7.4% $72.36 -21.8%
123 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,035.0 $509K 0.01% -44.0 -4.1% $491.62 -5.5%
124 PAVE GLOBAL X FDS 9,576.0 $487K 0.01% -202.0 -2.1% $50.81 +15.3%
125 SMH VANECK ETF TRUST 1,228.0 $471K 0.01% -50.0 -3.9% $383.40 +72.1%
126 GPC GENUINE PARTS CO Consumer Cyclical 4,387.0 $464K 0.01% -183.0 -4.0% $105.75 +2.8%
127 TFC TRUIST FINL CORP Financial Services 9,946.0 $457K 0.01% -91.0 -0.9% $45.97 +5.1%
128 EMTL SSGA ACTIVE TR 10,480.0 $446K 0.01% -126.0 -1.2% $42.56 +0.6%
129 CME CME GROUP INC Financial Services 1,486.0 $439K 0.01% -9.0 -0.6% $295.35 -16.6%
130 CHD CHURCH & DWIGHT CO INC Consumer Defensive 4,634.0 $432K 0.01% -430.0 -8.5% $93.32 +2.5%
131 MDYV SPDR SERIES TRUST 5,041.0 $429K 0.01% -379.0 -7.0% $85.15 +9.8%
132 BX BLACKSTONE INC Financial Services 3,719.0 $428K 0.01% -295.0 -7.3% $114.99 +7.6%
133 ADBE ADOBE INC Technology 1,738.0 $422K 0.01% -11.0 -0.6% $243.08 -19.7%
134 FNDF SCHWAB STRATEGIC TR 8,633.0 $422K 0.01% -123K -93.4% $48.93 +10.6%
135 COF CAPITAL ONE FINL CORP Financial Services 2,288.0 $417K 0.01% -398.0 -14.8% $182.43 +10.5%
136 FDS FACTSET RESH SYS INC Financial Services 1,877.0 $407K 0.01% -30.0 -1.6% $216.99 +2.0%
137 IWS ISHARES TR 2,688.0 $392K 0.01% -20.0 -0.7% $145.74 +11.8%
138 PH PARKER-HANNIFIN CORP Industrials 435.0 $389K 0.01% -21.0 -4.6% $895.24 +6.5%
139 PJUN INNOVATOR ETFS TRUST 8,905.0 $372K 0.00% -4K -31.8% $41.83 +3.4%
140 UPS UNITED PARCEL SVCS INC Industrials 3,575.0 $352K 0.00% -300.0 -7.7% $98.37 +6.6%
Page 7 of 9  ·  169 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%