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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 9 of 10  ·  181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PCVX VAXCYTE INC Healthcare 4,680.0 $216K 0.11% NEW $46.14 +10.6%
162 LBRT LIBERTY ENERGY INC Energy 11,426.0 $211K 0.11% NEW $18.46 +62.9%
163 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 7,728.0 $210K 0.11% NEW $27.16 +16.5%
164 DTM DT MIDSTREAM INC Energy 1,700.0 $203K 0.11% NEW $119.68 +21.2%
165 ESLG STRATEGY SHS 7,068.0 $176K 0.09% NEW $24.95 +9.4%
166 GULF IS FABRICATION INC 14,694.0 $176K 0.09% NEW $11.97
167 TPIF TIMOTHY PLAN 3,425.0 $119K 0.06% NEW $34.68 +8.8%
168 ANGX ANGEL STUDIOS INC Communication Services 25,088.0 $117K 0.06% NEW $4.67 -40.3%
169 TLF TANDY LEATHER FACTORY INC Consumer Cyclical 42,559.0 $117K 0.06% NEW $2.74 -15.0%
170 STRATEGY SHS 4,188.0 $108K 0.06% NEW $25.90
171 TALPHERA INC 81,208.0 $93K 0.05% NEW $1.14
172 ESLV STRATEGY SHS 3,121.0 $79K 0.04% NEW $25.35 +9.2%
173 LIFETIME BRANDS INC 18,571.0 $73K 0.04% NEW $3.95
174 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 2,037.0 $59K 0.03% NEW $29.19 +18.7%
175 IBD NORTHERN LTS FD TR IV 2,317.0 $56K 0.03% NEW $24.19 -1.6%
176 AGEN AGENUS INC Healthcare 11,065.0 $35K 0.02% NEW $3.14 +8.6%
177 OASC UNIFIED SER TR 825.0 $24K 0.01% NEW $29.45 +16.3%
178 ISMD NORTHERN LTS FD TR IV 416.0 $16K 0.01% NEW $38.58 +22.4%
179 VMBS VANGUARD SCOTTSDALE FDS 70.0 $3K 0.00% NEW $47.09 -0.8%
180 FLRN SPDR SERIES TRUST 6.0 $170.0 NEW $28.33 +8.8%
Page 9 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%