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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 4 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 2,031.0 $79K 0.04% -44.0 -2.1% $38.77 -10.9%
62 AGEN AGENUS INC Healthcare 10,984.0 $34K 0.01% -207.0 -1.9% $3.06 +172.2%
63 OASC UNIFIED SER TR 479.0 $17K 0.01% -350.0 -42.2% $35.97 -5.3%
64 ISMD NORTHERN LTS FD TR IV 309.0 $15K 0.01% -107.0 -25.7% $50.00 -5.1%
Page 4 of 4  ·  64 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%