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Portfolio (Quarterly) Guide ↗

Values Added Financial LLC

· CIK 0001973921
13F Portfolio $238M AUM 134 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 42 Added 35 Reduced 10 Exited
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,539.0 $242K 0.10% +23.0 +1.5% $157.28 -5.1%
42 REGN REGENERON PHARMACEUTICALS Healthcare 282.0 $218K 0.09% +3.0 +1.1% $772.64 -19.2%
Page 3 of 3  ·  42 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 39.2%
Financial Services 16.3%
Communication Services 15.2%
Healthcare 9.3%
Consumer Cyclical 7.8%
Consumer Defensive 5.6%
Industrials 3.0%
Real Estate 1.9%
Energy 1.1%
Basic Materials 0.4%