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Portfolio (Quarterly) Guide ↗

Value Investment Professionals, LLC

· CIK 0002110205
13F Portfolio $95M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 77 New
Page 3 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EEFT EURONET WORLDWIDE INC Technology 7,079.0 $539K 0.56% NEW $76.11 -12.6%
42 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,725.0 $524K 0.55% NEW $303.89 +32.2%
43 NVDA NVIDIA CORPORATION Technology 2,766.0 $516K 0.54% NEW $186.47 +17.7%
44 TLF TANDY LEATHER FACTORY INC Consumer Cyclical 183,939.0 $504K 0.53% NEW $2.74 -12.8%
45 BERKSHIRE HATHAWAY INC DEL 954.0 $480K 0.50% NEW $502.65
46 UL UNILEVER PLC Consumer Defensive 7,196.0 $471K 0.49% NEW $65.40 -11.8%
47 ORCL ORACLE CORP Technology 2,413.0 $470K 0.49% NEW $194.90 -2.6%
48 BTI BRITISH AMERN TOB PLC Consumer Defensive 8,237.0 $466K 0.49% NEW $56.62 +16.1%
49 CVS CVS HEALTH CORP Healthcare 5,777.0 $458K 0.48% NEW $79.36 +17.6%
50 DIA SPDR DOW JONES INDL AVERAGE Financial Services 947.0 $455K 0.48% NEW $480.48 +4.7%
51 HD HOME DEPOT INC Consumer Cyclical 1,303.0 $448K 0.47% NEW $344.06 -8.8%
52 MCD MCDONALDS CORP Consumer Cyclical 1,445.0 $442K 0.46% NEW $305.71 -7.0%
53 XLK SELECT SECTOR SPDR TR 2,993.0 $431K 0.45% NEW $143.97 +24.0%
54 ABT ABBOTT LABS Healthcare 3,224.0 $404K 0.42% NEW $125.29 -29.9%
55 AMD ADVANCED MICRO DEVICES INC Technology 1,784.0 $382K 0.40% NEW $214.16 +109.9%
56 VB VANGUARD INDEX FDS 1,473.0 $380K 0.40% NEW $257.95 +11.0%
57 USMV ISHARES TR 3,776.0 $356K 0.37% NEW $94.16 +2.0%
58 PG PROCTER AND GAMBLE CO Consumer Defensive 2,401.0 $344K 0.36% NEW $143.29 -0.6%
59 CAT CATERPILLAR INC Industrials 588.0 $337K 0.35% NEW $573.12 +51.1%
60 SCHG SCHWAB STRATEGIC TR 10,156.0 $331K 0.35% NEW $32.62 +5.2%
Page 3 of 4  ·  77 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
Financial Services 23.2%
Technology 20.2%
Communication Services 16.0%
Consumer Defensive 11.6%
Healthcare 11.2%
Consumer Cyclical 8.5%
Industrials 4.4%
Real Estate 3.7%
Utilities 1.3%