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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 4 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HD HOME DEPOT INC Consumer Cyclical 1,303.0 $460K 0.39% $352.68 -6.1%
62 XLC SELECT SECTOR SPDR TR 4,284.0 $459K 0.39% NEW $107.13 +4.4%
63 VB VANGUARD INDEX FDS 1,473.0 $446K 0.38% NEW $303.12 +0.5%
64 UNILEVER PLC 7,196.0 $433K 0.36% $60.12
65 TLF TANDY LEATHER FACTORY INC Consumer Cyclical 183,939.0 $429K 0.36% $2.33 +11.6%
66 MCD MCDONALDS CORP Consumer Cyclical 1,461.0 $395K 0.33% +8.0 +0.6% $270.37 -3.1%
67 NVS NOVARTIS AG Healthcare 2,319.0 $363K 0.31% $156.72 -1.0%
68 USMV ISHARES TR 3,762.0 $363K 0.30% NEW $96.45 +5.7%
69 PPH VANECK ETF TRUST 3,300.0 $361K 0.30% NEW $109.35 +4.8%
70 PG PROCTER & GAMBLE CO Consumer Defensive 2,433.0 $357K 0.30% +17.0 +0.7% $146.63 -1.8%
71 ORCL ORACLE CORP Technology 2,416.0 $354K 0.30% $146.57 +0.8%
72 SGOV ISHARES TR 3,511.0 $353K 0.30% NEW $100.66 -0.0%
73 IJK ISHARES TR 2,767.0 $325K 0.27% NEW $117.51 -1.6%
74 KO COCA COLA CO Consumer Defensive 3,962.0 $322K 0.27% $81.27 +10.6%
75 FLOT ISHARES TR 6,220.0 $318K 0.27% NEW $51.05 -0.0%
76 SCHG SCHWAB STRATEGIC TR 9,377.0 $317K 0.27% NEW $33.84 +5.8%
77 VFH VANGUARD WORLD FD 2,351.0 $309K 0.26% NEW $131.57 +8.0%
78 VTV VANGUARD INDEX FDS 1,381.0 $301K 0.25% NEW $217.93 +3.7%
79 ABT ABBOTT LABORATORIES Healthcare 3,256.0 $295K 0.25% +18.0 +0.6% $90.75 +23.7%
80 MLPA GLOBAL X FDS 5,532.0 $294K 0.25% NEW $53.08 +6.4%
Page 4 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%