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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 5 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AFL AFLAC INC Financial Services 2,500.0 $293K 0.25% $117.25 -0.8%
82 ITA ISHARES TR 1,188.0 $288K 0.24% NEW $242.41 -3.6%
83 ED CONSOLIDATED EDISON INC Utilities 2,578.0 $285K 0.24% +21.0 +0.8% $110.64 -3.8%
84 M MACYS INC Consumer Cyclical 12,085.0 $285K 0.24% $23.55 -3.4%
85 BBH VANECK ETF TRUST 1,361.0 $277K 0.23% NEW $203.24 +18.6%
86 SO SOUTHERN CO Utilities 2,818.0 $270K 0.23% NEW $95.72 -7.6%
87 GNL GLOBAL NET LEASE INC Real Estate 27,770.0 $248K 0.21% $8.94 +1.9%
88 VXF VANGUARD INDEX FDS 927.0 $228K 0.19% NEW $246.21 -0.6%
89 BAC BANK OF AMER CORP Financial Services 3,985.0 $227K 0.19% NEW $56.98 +7.6%
90 VEA VANGUARD TAX-MANAGED FDS 2,973.0 $212K 0.18% NEW $71.24 +2.7%
91 BKLN INVESCO EXCH TRADED FD TR II 10,358.0 $211K 0.18% NEW $20.37 +0.8%
92 VANGUARD CALIF TAX FREE FDS 2,021.0 $203K 0.17% NEW $100.59
93 KRE SPDR SERIES TRUST 2,700.0 $202K 0.17% NEW $74.85 -1.8%
94 AGNC AGNC INVT CORP Real Estate 17,667.0 $193K 0.16% +587.0 +3.4% $10.90 -0.7%
95 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 12,016.0 $127K 0.11% NEW $10.57 -5.2%
96 MFA MFA FINL INC Real Estate 11,761.0 $114K 0.10% +396.0 +3.5% $9.69 -9.4%
97 MSOS ADVISORSHARES TR 13,328.0 $68K 0.06% $5.08 -4.3%
Page 5 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%