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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 28 of 34  ·  677 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 TRNS TRANSCAT INC Industrials 5,000.0 $367K 0.00% $73.45 +26.5%
542 AEP AMERICAN ELEC PWR CO INC Utilities 2,789.0 $366K 0.00% +812.0 +41.1% $131.08 -2.6%
543 TLT ISHARES TR 4,174.0 $362K 0.00% $86.69 +0.1%
544 TSCO TRACTOR SUPPLY CO Consumer Cyclical 7,984.0 $362K 0.00% $45.30 -33.2%
545 DECK DECKERS OUTDOOR CORP Consumer Cyclical 3,577.0 $358K 0.00% +19.0 +0.5% $100.09 +9.0%
546 BDYN BLACKROCK ETF TRUST 14,727.0 $358K 0.00% +269.0 +1.9% $24.31 +14.4%
547 CUT INVESCO EXCH TRADED FD TR II 12,482.0 $358K 0.00% $28.65 -2.0%
548 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,291.0 $355K 0.00% $275.18 +13.6%
549 SPMO INVESCO EXCH TRADED FD TR II 3,166.0 $355K 0.00% NEW $112.12 +42.6%
550 TER TERADYNE INC Technology 1,192.0 $353K 0.00% NEW $296.46 +47.7%
551 UPS UNITED PARCEL SVCS INC Industrials 3,575.0 $352K 0.00% -300.0 -7.7% $98.37 +6.6%
552 MGEE MGE ENERGY INC Utilities 4,546.0 $351K 0.00% $77.29 -1.8%
553 C CITIGROUP INC Financial Services 3,080.0 $349K 0.00% +854.0 +38.4% $113.41 +26.1%
554 EUDG WISDOMTREE TR 9,561.0 $348K 0.00% $36.41 +7.5%
555 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 18,794.0 $348K 0.00% $18.49 +28.2%
556 VOE VANGUARD INDEX FDS 1,878.0 $346K 0.00% +37.0 +2.0% $184.31 +6.3%
557 AGX ARGAN INC Industrials 634.0 $345K 0.00% NEW $544.65 +35.7%
558 BKNG BOOKING HOLDINGS INC Consumer Cyclical 82.0 $345K 0.00% +23.0 +39.0% $4210.32 -95.9%
559 BOTZ GLOBAL X FDS 10,333.0 $343K 0.00% +2K +26.1% $33.22 +15.5%
560 AKRE PROFESIONALLY MANAGED PORTFO 6,492.0 $343K 0.00% $52.85 +0.6%
Page 28 of 34  ·  677 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%