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Portfolio (Quarterly) Guide ↗

Values Added Financial LLC

· CIK 0001973921
13F Portfolio $237M AUM Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 135 New
Page 7 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FLCA FRANKLIN TEMPLETON ETF TR 4,654.0 $225K 0.10% NEW $48.30 +8.0%
122 QCOM QUALCOMM INC Technology 1,310.0 $224K 0.10% NEW $171.05 +42.9%
123 IDXX IDEXX LABS INC Healthcare 324.0 $219K 0.09% NEW $676.53 -16.0%
124 PWR QUANTA SVCS INC Industrials 514.0 $217K 0.09% NEW $422.06 +74.1%
125 REGN REGENERON PHARMACEUTICALS Healthcare 279.0 $215K 0.09% NEW $771.87 -19.3%
126 ESGE ISHARES INC 4,793.0 $212K 0.09% NEW $44.17 +24.1%
127 PG PROCTER AND GAMBLE CO Consumer Defensive 1,456.0 $209K 0.09% NEW $143.31 +2.0%
128 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 858.0 $208K 0.09% NEW $242.82 +2.1%
129 IUSV ISHARES TR 2,031.0 $208K 0.09% NEW $102.55 +7.7%
130 NUE NUCOR CORP Basic Materials 1,273.0 $208K 0.09% NEW $163.11 +52.7%
131 BX BLACKSTONE INC Financial Services 1,338.0 $206K 0.09% NEW $154.14 -24.8%
132 FLMB FRANKLIN TEMPLETON ETF TR 8,489.0 $202K 0.09% NEW $23.79 +0.4%
133 PRU PRUDENTIAL FINL INC Financial Services 1,787.0 $202K 0.09% NEW $112.88 -10.3%
134 NUMG NUSHARES ETF TR 4,221.0 $202K 0.09% NEW $47.74 -2.5%
135 ESG FLEXSHARES TR 1,270.0 $201K 0.09% NEW $158.25 +10.6%
Page 7 of 7  ·  135 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 39.5%
Financial Services 17.9%
Communication Services 15.4%
Healthcare 9.5%
Consumer Cyclical 8.4%
Consumer Defensive 4.6%
Industrials 1.8%
Real Estate 1.7%
Energy 0.7%
Basic Materials 0.4%