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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 24 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 FEP FIRST TR EXCH TRD ALPHDX FD 6,257.0 $357K 0.01% NEW $57.05 +4.4%
462 USB US BANCORP Financial Services 5,861.0 $354K 0.01% NEW $60.40 +6.5%
463 EBAY EBAY INC. Consumer Cyclical 3,160.0 $353K 0.01% NEW $111.76 -7.0%
464 VLYPN VALLEY NATL BANCORP Financial Services 23,989.0 $353K 0.01% NEW $14.70 +74.4%
465 CORT CORCEPT THERAPEUTICS INC Healthcare 4,049.0 $352K 0.01% NEW $86.95 +36.3%
466 TEL TE CONNECTIVITY PLC Technology 1,727.0 $348K 0.01% NEW $201.59 +3.0%
467 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,279.0 $348K 0.01% NEW $271.95 -8.8%
468 THQ ABRDN HEALTHCARE OPPORTUNITI Financial Services 18,400.0 $345K 0.01% NEW $18.73 +4.9%
469 MRSH MARSH & MCLENNAN COS INC Financial Services 2,067.0 $345K 0.01% NEW $166.70 +12.3%
470 LGOV FIRST TR EXCHANGE-TRADED FD 16,086.0 $344K 0.01% NEW $21.40 -2.2%
471 HSY HERSHEY CO Consumer Defensive 1,955.0 $343K 0.01% NEW $175.49 +4.3%
472 ESGU ISHARES TR 2,083.0 $341K 0.01% NEW $163.65 +2.9%
473 QQEW FIRST TR EXCHANGE-TRADED FD 2,114.0 $337K 0.01% NEW $159.57 +3.0%
474 ASML ASML HLDG NV Technology 169.0 $336K 0.01% NEW $1989.44 -9.7%
475 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 11,112.0 $335K 0.01% NEW $30.18 -1.9%
476 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 3,475.0 $334K 0.01% NEW $96.12 -50.8%
477 WY WEYERHAEUSER CO Real Estate 13,921.0 $333K 0.01% NEW $23.94 -0.9%
478 STLD STEEL DYNAMICS INC Basic Materials 1,439.0 $330K 0.01% NEW $229.51 +9.7%
479 GILD GILEAD SCIENCES INC Healthcare 2,610.0 $330K 0.01% NEW $126.33 +13.4%
480 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,845.0 $329K 0.01% NEW $178.26 +18.7%
Page 24 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%