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Portfolio (Quarterly) Guide ↗

Valley Financial Group, Inc.

· CIK 0002010327
13F Portfolio $203M AUM 62 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 62 New
Page 4 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FSK FS KKR CAP CORP Financial Services 10,199.0 $107K 0.05% NEW $10.50 +16.8%
62 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 16,284.0 $81K 0.04% NEW $4.99 +4.2%
Page 4 of 4  ·  62 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
Financial Services 34.8%
Technology 29.0%
Communication Services 26.8%
Consumer Cyclical 3.4%
Real Estate 2.2%
Industrials 1.9%
Healthcare 1.9%