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Portfolio (Quarterly) Guide ↗

Values First Advisors, Inc.

· CIK 0001913608
13F Portfolio $219M AUM 417 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 21 New 89 Added 64 Reduced
Page 5 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FERG FERGUSON ENTERPRISES INC Industrials 1,297.0 $308K 0.14% +10.0 +0.8% $237.36 -8.9%
82 TPSC TIMOTHY PLAN 6,165.0 $296K 0.14% +2K +43.2% $47.99 -4.8%
83 INSM INSMED INC Healthcare 2,352.0 $251K 0.12% +149.0 +6.8% $106.60 +13.5%
84 GBIL GOLDMAN SACHS ETF TR 2,502.0 $251K 0.11% +22.0 +0.9% $100.16 -0.1%
85 TPIF TIMOTHY PLAN 6,292.0 $235K 0.11% +3K +102.7% $37.31 +2.1%
86 ESLV STRATEGY SHS 7,663.0 $219K 0.10% +5K +145.0% $28.63 -1.1%
87 AMGN AMGEN INC Healthcare 584.0 $211K 0.10% +6.0 +1.0% $362.15 +8.6%
88 STRATEGY SHS 6,137.0 $195K 0.09% +2K +47.0% $31.79
89 ESLG STRATEGY SHS 5,038.0 $145K 0.07% +3K +197.8% $28.73 -0.7%
Page 5 of 5  ·  89 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 26.4%
Healthcare 18.3%
Industrials 16.0%
Financial Services 9.3%
Real Estate 8.9%
Consumer Cyclical 6.8%
Consumer Defensive 4.2%
Energy 4.1%
Utilities 3.6%
Basic Materials 2.5%