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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
Page 2 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IEFA ISHARES TR 11,579.0 $1.1M 0.94% NEW $96.58 +4.2%
22 IVV ISHARES TR 1,362.0 $1.0M 0.86% NEW $748.89 +3.3%
23 AMLP ALPS ETF TR 28,631.0 $987K 0.83% NEW $34.49 +60.7%
24 ACI ALBERTSONS COMPANIES INC Consumer Defensive 66,006.0 $893K 0.75% NEW $13.53 -9.3%
25 SCHD SCHWAB STRATEGIC TR 24,845.0 $788K 0.66% NEW $31.71 +10.1%
26 XLE SELECT SECTOR SPDR TR 14,771.0 $785K 0.66% NEW $53.11 +17.8%
27 VUG VANGUARD INDEX FDS 8,658.0 $746K 0.63% NEW $86.14 +2.9%
28 EWW ISHARES INC 8,592.0 $647K 0.54% NEW $75.27 +2.7%
29 BND VANGUARD BD INDEX FDS 7,827.0 $575K 0.48% NEW $73.41 -1.2%
30 XLK SELECT SECTOR SPDR TR 3,000.0 $572K 0.48% NEW $190.55 -1.6%
31 IGSB ISHARES TR 10,540.0 $552K 0.46% NEW $52.41 -0.4%
32 HYLB DBX ETF TR 14,537.0 $531K 0.45% NEW $36.52 -0.3%
33 EEFT EURONET WORLDWIDE INC Technology 7,079.0 $518K 0.44% NEW $73.19 -6.0%
34 SPDR SERIES TRUST 12,397.0 $499K 0.42% NEW $40.29
35 DIA STATE STR SPDR DOW JONES IND Financial Services 953.0 $498K 0.42% NEW $522.55 +2.4%
36 AMD ADVANCED MICRO DEVICES INC Technology 850.0 $494K 0.41% NEW $580.91 -18.8%
37 BERKSHIRE HATHAWAY INC DEL 954.0 $477K 0.40% NEW $500.39
38 RSPT INVESCO EXCHANGE TRADED FD T 7,238.0 $467K 0.39% NEW $64.50 +1.5%
39 XLC SELECT SECTOR SPDR TR 4,284.0 $459K 0.39% NEW $107.13 +4.1%
40 VB VANGUARD INDEX FDS 1,473.0 $446K 0.38% NEW $303.12 +0.4%
Page 2 of 3  ·  59 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 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%