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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 5,061.0 $2.9M 2.68% -222.0 -4.2% $577.20 +23.8%
2 STRL STERLING INFRASTRUCTURE INC Industrials 4,402.0 $1.8M 1.64% -125.0 -2.8% $407.27 +84.6%
3 MO ALTRIA GROUP INC Consumer Defensive 16,399.0 $1.1M 0.99% -2K -9.4% $65.99 +11.7%
4 JPM JPMORGAN CHASE & CO Financial Services 1,422.0 $418K 0.38% -27K -94.9% $294.18 +3.0%

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%