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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 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VUG VANGUARD INDEX FDS 8,658.0 $746K 0.63% NEW $86.14 +2.8%
42 META META PLATFORMS INC Communication Services 1,239.0 $698K 0.59% $563.36 +3.6%
43 EWW ISHARES INC 8,592.0 $647K 0.54% NEW $75.27 +2.5%
44 CAT CATERPILLAR INC Industrials 590.0 $628K 0.53% $1065.02 -23.8%
45 CVS CVS HEALTH CORP Healthcare 5,778.0 $598K 0.50% $103.45 -10.0%
46 BND VANGUARD BD INDEX FDS 7,827.0 $575K 0.48% NEW $73.41 -1.2%
47 XLK SELECT SECTOR SPDR TR 3,000.0 $572K 0.48% NEW $190.55 -1.8%
48 DVA DAVITA INC Healthcare 2,501.0 $556K 0.47% +50.0 +2.0% $222.48 -20.4%
49 IGSB ISHARES TR 10,540.0 $552K 0.46% NEW $52.41 -0.4%
50 HYLB DBX ETF TR 14,537.0 $531K 0.45% NEW $36.52 -0.2%
51 MDT MEDTRONIC PLC Healthcare 6,702.0 $524K 0.44% $78.23 +15.9%
52 EEFT EURONET WORLDWIDE INC Technology 7,079.0 $518K 0.44% NEW $73.19 -4.6%
53 BTI BRITISH AMERN TOB PLC Consumer Defensive 8,237.0 $509K 0.43% $61.76 -8.3%
54 SPDR SERIES TRUST 12,397.0 $499K 0.42% NEW $40.29
55 DIA STATE STR SPDR DOW JONES IND Financial Services 953.0 $498K 0.42% NEW $522.55 +2.1%
56 AMD ADVANCED MICRO DEVICES INC Technology 850.0 $494K 0.41% NEW $580.91 -17.8%
57 REGN REGENERON PHARMACEUTICALS Healthcare 778.0 $485K 0.41% $623.81 +29.6%
58 BERKSHIRE HATHAWAY INC DEL 954.0 $477K 0.40% NEW $500.39
59 RSPT INVESCO EXCHANGE TRADED FD T 7,238.0 $467K 0.39% NEW $64.50 +1.4%
60 JPM JPMORGAN CHASE & CO Financial Services 1,425.0 $466K 0.39% $327.31 +7.8%
Page 3 of 5  ·  97 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%