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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 3 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 USMV ISHARES TR 3,762.0 $363K 0.30% NEW $96.45 +5.7%
42 PPH VANECK ETF TRUST 3,300.0 $361K 0.30% NEW $109.35 +4.6%
43 SGOV ISHARES TR 3,511.0 $353K 0.30% NEW $100.66 +0.0%
44 IJK ISHARES TR 2,767.0 $325K 0.27% NEW $117.51 -1.7%
45 FLOT ISHARES TR 6,220.0 $318K 0.27% NEW $51.05 -0.0%
46 SCHG SCHWAB STRATEGIC TR 9,377.0 $317K 0.27% NEW $33.84 +5.8%
47 VFH VANGUARD WORLD FD 2,351.0 $309K 0.26% NEW $131.57 +7.6%
48 VTV VANGUARD INDEX FDS 1,381.0 $301K 0.25% NEW $217.93 +3.5%
49 MLPA GLOBAL X FDS 5,532.0 $294K 0.25% NEW $53.08 +7.3%
50 ITA ISHARES TR 1,188.0 $288K 0.24% NEW $242.41 -3.6%
51 BBH VANECK ETF TRUST 1,361.0 $277K 0.23% NEW $203.24 +18.8%
52 SO SOUTHERN CO Utilities 2,818.0 $270K 0.23% NEW $95.72 -7.3%
53 VXF VANGUARD INDEX FDS 927.0 $228K 0.19% NEW $246.21 -0.3%
54 BAC BANK OF AMER CORP Financial Services 3,985.0 $227K 0.19% NEW $56.98 +7.8%
55 VEA VANGUARD TAX-MANAGED FDS 2,973.0 $212K 0.18% NEW $71.24 +2.9%
56 BKLN INVESCO EXCH TRADED FD TR II 10,358.0 $211K 0.18% NEW $20.37 +0.8%
57 VANGUARD CALIF TAX FREE FDS 2,021.0 $203K 0.17% NEW $100.59
58 KRE SPDR SERIES TRUST 2,700.0 $202K 0.17% NEW $74.85 -0.7%
59 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 12,016.0 $127K 0.11% NEW $10.57 -5.5%
Page 3 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%