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Portfolio (Quarterly) Guide ↗

Values First Advisors, Inc.

· CIK 0001913608
13F Portfolio $193M AUM 369 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 181 New
Page 8 of 10  ·  181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MDB MONGODB INC Technology 675.0 $283K 0.15% NEW $419.71 -29.8%
142 TPSC TIMOTHY PLAN 6,797.0 $282K 0.15% NEW $41.46 +9.9%
143 FERG FERGUSON ENTERPRISES INC Industrials 1,256.0 $280K 0.14% NEW $222.64 +3.2%
144 VGT VANGUARD WORLD FD 366.0 $276K 0.14% NEW $753.78 -84.4%
145 OALC UNIFIED SER TR 7,523.0 $267K 0.14% NEW $35.45 +13.9%
146 SHV ISHARES TR 2,410.0 $265K 0.14% NEW $110.15 +0.2%
147 ROK ROCKWELL AUTOMATION INC Industrials 676.0 $263K 0.14% NEW $389.04 +17.2%
148 SOVF ELEVATION SERIES TRUST 9,008.0 $263K 0.14% NEW $29.18 -2.4%
149 CENT CENTRAL GARDEN & PET CO Consumer Defensive 8,140.0 $262K 0.14% NEW $32.15 +22.4%
150 COLD AMERICOLD REALTY TRUST INC Real Estate 20,292.0 $261K 0.14% NEW $12.86 +19.2%
151 OLN OLIN CORP Basic Materials 12,484.0 $260K 0.14% NEW $20.83 +24.9%
152 TRIN TRINITY CAP INC Financial Services 17,394.0 $255K 0.13% NEW $14.65 +15.2%
153 OAIM UNIFIED SER TR 6,083.0 $252K 0.13% NEW $41.39 +13.9%
154 AMSF AMERISAFE INC Financial Services 6,475.0 $249K 0.13% NEW $38.41 -19.7%
155 DGII DIGI INTL INC Technology 5,741.0 $249K 0.13% NEW $43.29 +54.5%
156 GBIL GOLDMAN SACHS ETF TR 2,460.0 $246K 0.13% NEW $99.92 +0.2%
157 CRWD CROWDSTRIKE HLDGS INC Technology 512.0 $240K 0.12% NEW $468.58 +37.7%
158 DELL DELL TECHNOLOGIES INC Technology 1,872.0 $236K 0.12% NEW $125.90 +142.3%
159 SSYS STRATASYS LTD Technology 26,647.0 $231K 0.12% NEW $8.68 +14.2%
160 CYBERARK SOFTWARE LTD 504.0 $225K 0.12% NEW $445.64
Page 8 of 10  ·  181 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 21.7%
Healthcare 21.7%
Industrials 14.5%
Financial Services 10.6%
Consumer Cyclical 9.5%
Real Estate 8.3%
Utilities 3.7%
Energy 3.6%
Consumer Defensive 3.5%
Basic Materials 2.7%