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Portfolio (Quarterly) Guide ↗

Values First Advisors, Inc.

· CIK 0001913608
13F Portfolio $192M AUM 360 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 122 Added 24 Reduced 10 Exited
Page 8 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DGII DIGI INTL INC Technology 5,786.0 $279K 0.14% +45.0 +0.8% $48.20 +40.0%
142 DTM DT MIDSTREAM INC Energy 2,038.0 $275K 0.14% +338.0 +19.9% $134.70 +9.3%
143 TRIN TRINITY CAP INC Financial Services 18,441.0 $271K 0.14% +1K +6.0% $14.71 +14.9%
144 MDB MONGODB INC Technology 1,097.0 $268K 0.14% +422.0 +62.5% $244.66 +21.6%
145 VRT VERTIV HOLDINGS CO Industrials 1,027.0 $257K 0.13% NEW $250.65 +27.4%
146 VGT VANGUARD WORLD FD 366.0 $255K 0.13% $697.72 -83.3%
147 OAIM UNIFIED SER TR 5,874.0 $253K 0.13% -209.0 -3.4% $43.06 +9.6%
148 COLD AMERICOLD REALTY TRUST INC Real Estate 21,873.0 $251K 0.13% +2K +7.8% $11.46 +32.4%
149 HUBS HUBSPOT INC Technology 1,023.0 $250K 0.13% +13.0 +1.3% $244.04 -16.2%
150 GBIL GOLDMAN SACHS ETF TR 2,480.0 $249K 0.13% +20.0 +0.8% $100.22 -0.1%
151 OALC UNIFIED SER TR 7,215.0 $247K 0.13% -308.0 -4.1% $34.27 +17.7%
152 ROK ROCKWELL AUTOMATION INC Industrials 680.0 $244K 0.13% +4.0 +0.6% $358.71 +27.4%
153 CVX CHEVRON CORPORATION Energy 1,178.0 $244K 0.13% NEW $206.83 -11.8%
154 BE BLOOM ENERGY CORP Industrials 1,701.0 $231K 0.12% NEW $135.53 +120.1%
155 RXRX RECURSION PHARMACEUTICALS IN Healthcare 74,236.0 $228K 0.12% +2K +2.8% $3.07 +4.0%
156 INOD INNODATA INC Technology 5,890.0 $227K 0.12% +33.0 +0.6% $38.62 +130.2%
157 AMSF AMERISAFE INC Financial Services 6,769.0 $226K 0.12% +294.0 +4.5% $33.33 -7.9%
158 SSYS STRATASYS LTD Technology 26,920.0 $210K 0.11% +273.0 +1.0% $7.81 +24.8%
159 BSX BOSTON SCIENTIFIC CORP Healthcare 3,280.0 $206K 0.11% +70.0 +2.2% $62.74 -17.1%
160 CAT CATERPILLAR INC Industrials 290.0 $205K 0.11% NEW $708.28 +27.8%
Page 8 of 9  ·  179 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 20.5%
Healthcare 19.6%
Industrials 15.8%
Financial Services 10.1%
Consumer Cyclical 9.3%
Real Estate 8.5%
Energy 5.3%
Utilities 3.9%
Consumer Defensive 3.8%
Basic Materials 3.1%