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Portfolio (Quarterly) Guide ↗

Valpey Financial Services, LLC

· CIK 0002077991
13F Portfolio $168M AUM 76 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 5 New 71 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL Apple Inc Technology 3,204.0 $927K 0.55% NEW $289.37 +10.5%
2 CI Cigna Corp Healthcare 2,351.0 $648K 0.39% NEW $275.68 +1.2%
3 GOOG Alphabet Inc 767.0 $271K 0.16% NEW $353.33
4 JNJ Johnson & Johnson Healthcare 897.0 $228K 0.14% NEW $253.93 +5.6%
5 SPHY Spdr Portfolio High 8,544.0 $200K 0.12% NEW $23.44 -0.5%

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 41.8%
Financial Services 30.5%
Healthcare 13.7%
Energy 8.2%
Communication Services 5.6%