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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 9 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AMGN AMGEN INC Healthcare 578.0 $203K 0.11% NEW $351.78 -3.1%
162 CRWD CROWDSTRIKE HLDGS INC Technology 515.0 $201K 0.10% +3.0 +0.6% $390.06 +65.9%
163 TPSC TIMOTHY PLAN 4,305.0 $183K 0.10% -2K -36.7% $42.45 +8.1%
164 TLF TANDY LEATHER FACTORY INC Consumer Cyclical 57,792.0 $134K 0.07% +15K +35.8% $2.31 -2.6%
165 TPIF TIMOTHY PLAN 3,104.0 $112K 0.06% -321.0 -9.4% $36.05 +5.1%
166 LIFETIME BRANDS INC 19,101.0 $110K 0.06% +530.0 +2.9% $5.74
167 STRATEGY SHS 4,176.0 $109K 0.06% $26.15
168 ESLV STRATEGY SHS 3,128.0 $82K 0.04% $26.23 +5.5%
169 ANGX ANGEL STUDIOS INC Communication Services 26,185.0 $80K 0.04% +1K +4.4% $3.05 -8.4%
170 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 2,075.0 $67K 0.04% +38.0 +1.9% $32.41 +8.4%
171 TALPHERA INC 81,517.0 $61K 0.03% $0.75
172 IBD NORTHERN LTS FD TR IV 2,329.0 $56K 0.03% +12.0 +0.5% $23.86 -0.3%
173 ESLG STRATEGY SHS 1,692.0 $39K 0.02% -5K -76.1% $23.34 +17.0%
174 AGEN AGENUS INC Healthcare 11,191.0 $37K 0.02% +126.0 +1.1% $3.34 +4.2%
175 OASC UNIFIED SER TR 829.0 $25K 0.01% $29.81 +15.1%
176 ISMD NORTHERN LTS FD TR IV 416.0 $17K 0.01% $39.97 +17.6%
177 VMBS VANGUARD SCOTTSDALE FDS 70.0 $3K 0.00% $46.96 -0.4%
178 FLRN SPDR SERIES TRUST 6.0 $170.0 $28.33 +8.8%
179 VCSH VANGUARD SCOTTSDALE FDS 2.0 $166.0 $83.00 -4.7%
Page 9 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%