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Portfolio (Quarterly) Guide ↗

VALLEY NATIONAL ADVISERS INC

· CIK 0000773411
13F Portfolio $773M AUM 982 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 46 New 220 Added 213 Reduced 87 Exited
Page 3 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GLD SPDR GOLD TR Financial Services 8,076.0 $3.5M 0.45% +699.0 +9.5% $430.29 -4.1%
42 VOE VANGUARD INDEX FDS 18,616.0 $3.4M 0.44% +366.0 +2.0% $184.25 +5.6%
43 JPM JPMORGAN CHASE & CO Financial Services 11,460.0 $3.4M 0.44% -58.0 -0.5% $294.15 +0.9%
44 SCHA SCHWAB STRATEGIC TR 115,912.0 $3.4M 0.44% -2K -2.1% $29.07 +17.5%
45 QQQ INVESCO QQQ TR Financial Services 5,792.0 $3.3M 0.43% +79.0 +1.4% $577.00 +27.5%
46 PM PHILIP MORRIS INTL INC Consumer Defensive 19,650.0 $3.2M 0.42% -607.0 -3.0% $165.29 +8.0%
47 IMCG ISHARES TR 40,791.0 $3.2M 0.42% +797.0 +2.0% $78.74 +18.1%
48 ADI ANALOG DEVICES INC Technology 10,032.0 $3.2M 0.41% $318.08 +31.7%
49 SDVY FIRST TR EXCHANGE TRADED FD 79,838.0 $3.1M 0.41% +17K +27.8% $39.42 +5.3%
50 ASCI ABRDN FDS 89,644.0 $3.0M 0.39% -864.0 -0.9% $33.20 +13.6%
51 LOW LOWES COS INC Consumer Cyclical 12,265.0 $2.9M 0.38% $236.20 -7.8%
52 TT TRANE TECHNOLOGIES PLC Industrials 6,777.0 $2.8M 0.36% +106.0 +1.6% $416.56 +8.6%
53 IJR ISHARES TR 22,387.0 $2.8M 0.36% -1K -5.4% $124.27 +12.4%
54 SCHC SCHWAB STRATEGIC TR 57,318.0 $2.7M 0.35% -4K -6.2% $46.72 +8.8%
55 AZN ASTRAZENECA PLC Healthcare 13,495.0 $2.7M 0.34% NEW $197.11 -6.0%
56 J P MORGAN EXCHANGE TRADED F 43,033.0 $2.6M 0.34% +919.0 +2.2% $61.30
57 BK BANK NEW YORK MELLON CORP Financial Services 22,192.0 $2.6M 0.34% -169.0 -0.8% $118.60 +18.5%
58 J P MORGAN EXCHANGE TRADED F 52,014.0 $2.6M 0.34% -403.0 -0.8% $50.60
59 VBK VANGUARD INDEX FDS 8,708.0 $2.6M 0.34% -140.0 -1.6% $302.14 +17.5%
60 WAB WABTEC Industrials 10,377.0 $2.6M 0.34% $249.88 +4.4%
Page 3 of 44  ·  867 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
Technology 36.5%
Healthcare 13.1%
Industrials 12.8%
Financial Services 11.9%
Consumer Cyclical 8.8%
Communication Services 6.2%
Consumer Defensive 4.5%
Energy 3.4%
Utilities 1.3%
Basic Materials 1.2%