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Portfolio (Quarterly) Guide ↗

Valeo Financial Advisors, LLC

· CIK 0001722641
13F Portfolio $4.7B AUM 848 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 838 New
Page 28 of 42  ·  838 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 SPUS SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF 6,493.0 $373K 0.01% NEW $57.50 +2.2%
542 PRF POWERSHARES FTSE RAFI US 1000 6,889.0 $372K 0.01% NEW $54.03 +4.3%
543 SLYV SPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETF 3,411.0 $371K 0.01% NEW $108.81 +1.7%
544 BKR BAKER HUGHES INC Energy 6,675.0 $370K 0.01% NEW $55.50 +16.2%
545 BALL BALL CORP COM Consumer Cyclical 5,909.0 $369K 0.01% NEW $62.40 +0.4%
546 INTU INTUIT INC Technology 1,408.0 $368K 0.01% NEW $261.03 +38.9%
547 SPWO SP FUNDS S&P WORLD (EX-US) ETF 10,615.0 $367K 0.01% NEW $34.58 -3.1%
548 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 8,134.0 $367K 0.01% NEW $45.11 +17.8%
549 NXPI NXP SEMICONDUCTORS NV COM Technology 1,304.0 $367K 0.01% NEW $281.13 -19.6%
550 VOE VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF 1,849.0 $365K 0.01% NEW $197.63 +5.7%
551 SONY SONY GROUP CORP SPONSORED ADR Technology 18,183.0 $365K 0.01% NEW $20.06 +17.1%
552 TOL TOLL BROS INC Consumer Cyclical 2,213.0 $365K 0.01% NEW $164.78 -9.8%
553 DLR DIGITAL REALTY TRUST INC Real Estate 2,012.0 $361K 0.01% NEW $179.59 +7.1%
554 RDDT REDDIT INC CL A Communication Services 2,079.0 $361K 0.01% NEW $173.55 -12.6%
555 IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 6,490.0 $359K 0.01% NEW $55.33 +2.1%
556 AEM AGNICO EAGLE MINES LTD COM Basic Materials 2,306.0 $358K 0.01% NEW $155.11 +33.9%
557 WSM WILLIAMS SONOMA INC COM Consumer Cyclical 1,531.0 $357K 0.01% NEW $233.37 +3.8%
558 BUD ANHEUSER BUSCH Consumer Defensive 4,323.0 $356K 0.01% NEW $82.40 -5.2%
559 WU WESTERN UNION COMPANY Financial Services 46,210.0 $356K 0.01% NEW $7.70 -6.5%
560 IGV ISHARES S&P NORTH AMER TECH-SOFTWARE 3,923.0 $355K 0.01% NEW $90.60 +13.5%
Page 28 of 42  ·  838 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 37.7%
Technology 20.9%
Healthcare 10.5%
Real Estate 7.3%
Communication Services 6.5%
Industrials 5.8%
Consumer Cyclical 5.5%
Consumer Defensive 2.9%
Energy 1.5%
Utilities 0.8%