Portfolio (Quarterly) Guide ↗

Value Investment Professionals, LLC

· CIK 0002110205

13F Portfolio $119M AUM 97 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 59 New 8 Added 5 Reduced 23 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	—	SOUTHERN CO	—	2,806	$271K	0.25%	SOLD
22	SLG	SL GREEN RLTY CORP	Real Estate	10,375	$211K	0.19%	SOLD
23	LOW	LOWES COS INC	Consumer Cyclical	887	$210K	0.19%	SOLD

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Sector Allocation

Financial Services 22.8%

Technology 18.5%

Consumer Defensive 14.1%

Healthcare 12.5%

Communication Services 9.6%

Industrials 8.6%

Consumer Cyclical 7.9%

Real Estate 4.5%

Utilities 1.4%