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Portfolio (Quarterly) Guide ↗

Pine Valley Investments Ltd Liability Co

· CIK 0001975417
13F Portfolio $2.5B AUM 610 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 610 New
Page 21 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 NOBL PROSHARES TR 8,591.0 $482K 0.02% NEW $56.16 +3.5%
402 PSKY PARAMOUNT SKYDANCE CORP Communication Services 48,253.0 $478K 0.02% NEW $9.91 +5.3%
403 YUM YUM BRANDS INC Consumer Cyclical 2,984.0 $477K 0.02% NEW $159.88 -9.4%
404 TD TORONTO DOMINION BK ONT Financial Services 3,924.0 $476K 0.02% NEW $121.43 +0.4%
405 IGLD FIRST TR EXCHANGE-TRADED FD 22,322.0 $470K 0.02% NEW $21.06 +3.0%
406 FEM FIRST TR EXCH TRD ALPHDX FD 14,692.0 $470K 0.02% NEW $31.99 +1.3%
407 SDY SPDR SERIES TRUST 3,063.0 $466K 0.02% NEW $152.17 +3.6%
408 FXI ISHARES TR 14,713.0 $465K 0.02% NEW $31.59 +11.0%
409 GPC GENUINE PARTS CO Consumer Cyclical 3,892.0 $461K 0.02% NEW $118.42 +11.4%
410 CMI CUMMINS INC Industrials 645.0 $460K 0.02% NEW $713.47 -13.0%
411 AZN ASTRAZENECA PLC Healthcare 2,426.0 $460K 0.02% NEW $189.62 -15.6%
412 VONV VANGUARD SCOTTSDALE FDS 4,313.0 $459K 0.02% NEW $106.31 +5.9%
413 AEE AMEREN CORP Utilities 4,030.0 $456K 0.02% NEW $113.05 -3.0%
414 SFLO VICTORY PORTFOLIOS II 13,230.0 $452K 0.02% NEW $34.20 +14.0%
415 VTEB VANGUARD MUN BD FDS 8,918.0 $451K 0.02% NEW $50.58 -2.1%
416 GIS GENERAL MILLS INC Consumer Defensive 12,901.0 $449K 0.02% NEW $34.80 +9.4%
417 FSIG FIRST TR EXCHANGE-TRADED FD 23,801.0 $449K 0.02% NEW $18.85 -0.1%
418 DAL DELTA AIR LINES INC Industrials 4,787.0 $448K 0.02% NEW $93.66 -8.5%
419 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,865.0 $448K 0.02% NEW $92.09 -1.4%
420 MPLX MPLX LP Energy 7,723.0 $435K 0.02% NEW $56.33 +5.4%
Page 21 of 31  ·  610 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 24.6%
Financial Services 17.7%
Healthcare 12.7%
Industrials 11.8%
Consumer Cyclical 10.0%
Communication Services 7.6%
Basic Materials 5.2%
Consumer Defensive 4.2%
Energy 3.5%
Utilities 2.0%