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Portfolio (Quarterly) Guide ↗

Value Investment Professionals, LLC

· CIK 0002110205
13F Portfolio $109M AUM 61 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 27 New 5 Added 4 Reduced 43 Exited
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UNILEVER PLC 7,196.0 $410K 0.38% NEW $56.97
22 NVS NOVARTIS AG Healthcare 2,319.0 $354K 0.33% NEW $152.75 -0.6%
23 CALL GLOBAL X FDS 5,525.0 $298K 0.27% NEW $53.87
24 SOUTHERN CO 2,806.0 $271K 0.25% NEW $96.51
25 SLG SL GREEN RLTY CORP Real Estate 10,375.0 $211K 0.19% NEW $20.30 +104.2%
26 MFA MFA FINL INC Real Estate 11,365.0 $109K 0.10% NEW $9.58 -0.8%
27 MSOS ADVISORSHARES TR 13,328.0 $47K 0.04% NEW $3.55 +27.9%
Page 2 of 2  ·  27 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 17.1%
Communication Services 16.6%
Consumer Cyclical 15.1%
Healthcare 14.3%
Consumer Defensive 12.8%
Financial Services 10.7%
Industrials 6.5%
Real Estate 6.0%
Utilities 0.9%