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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 7 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ESGE ISHARES INC 4,792.0 $218K 0.09% $45.47 +19.9%
122 REGN REGENERON PHARMACEUTICALS Healthcare 282.0 $218K 0.09% +3.0 +1.1% $772.64 -19.2%
123 USRT ISHARES TR 3,660.0 $217K 0.09% -723.0 -16.5% $59.19 +10.9%
124 FDX FEDEX CORP Industrials 608.0 $217K 0.09% NEW $356.18 +14.9%
125 USB US BANCORP Financial Services 4,125.0 $215K 0.09% -104.0 -2.5% $52.01 +5.1%
126 NUE NUCOR CORP Basic Materials 1,266.0 $214K 0.09% -7.0 -0.6% $169.10 +45.6%
127 GILD GILEAD SCIENCES INC Healthcare 1,524.0 $212K 0.09% NEW $139.37 -2.7%
128 AXP AMERICAN EXPRESS CO Financial Services 702.0 $212K 0.09% -46.0 -6.2% $302.48 +3.1%
129 PG PROCTER & GAMBLE CO Consumer Defensive 1,456.0 $210K 0.09% $144.44 +1.2%
130 MU MICRON TECHNOLOGY INC Technology 622.0 $210K 0.09% NEW $337.84 +177.9%
131 IUSV ISHARES TR 2,031.0 $208K 0.09% $102.26 +7.9%
132 UNP UNION PAC CORP Industrials 842.0 $204K 0.09% NEW $242.62 +9.8%
133 VT VANGUARD INTL EQUITY INDEX F 1,455.0 $201K 0.09% NEW $138.32 +13.8%
134 FLMB FRANKLIN TEMPLETON ETF TR 8,489.0 $200K 0.08% $23.62 +0.9%
Page 7 of 7  ·  134 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%