Back to Values First Advisors, Inc.

Values First Advisors, Inc.

Q2 2026 13F filing

Updated 37 days ago

417 disclosed positions worth $219M

Portfolio value
$219M
Total holdings
417
New positions
70
Closed positions
17
Increased
36
Decreased
125
Turnover
20.9%
Filed
2026-08-04

Full holdings

Every line item disclosed in Q2 2026

V

VANGUARD SCOTTSDALE FDS

Value
$9.9M
Shares
169.4K
% Port
4.50%
E

ISHARES TR

Value
$7M
Shares
144.4K
% Port
3.18%
S

SCHWAB STRATEGIC TR

Value
$6.9M
Shares
287.4K
% Port
3.17%
E

ISHARES TR

Value
$5.6M
Shares
59.0K
% Port
2.55%
E

ISHARES TR

Value
$5.6M
Shares
47.5K
% Port
2.55%
P
6.PDI

PIMCO ETF TR

Value
$4.3M
Shares
42.3K
% Port
1.95%
?
7.N/A

VANGUARD INSTL INDEX FD

Value
$4.2M
Shares
55.8K
% Port
1.93%
S

SPDR SERIES TRUST

Value
$3.7M
Shares
40.8K
% Port
1.71%
L

LAM RESEARCH CORP

Value
$3.7M
Shares
8.4K
% Port
1.67%
E
10.ETHA

ISHARES TR

Value
$3.5M
Shares
35.0K
% Port
1.61%
A
11.AVGO

BROADCOM INC

Value
$3.2M
Shares
8.5K
% Port
1.46%
X
12.XMTR

XOMETRY INC

Value
$3.1M
Shares
32.0K
% Port
1.41%
T
13.TECH

BIO-TECHNE CORP

Value
$2.8M
Shares
40.0K
% Port
1.29%
M

MID-AMER APT CMNTYS INC

Value
$2.8M
Shares
20.3K
% Port
1.29%
N
15.NNN

NNN REIT INC

Value
$2.8M
Shares
60.2K
% Port
1.28%
E
16.ENSG

ENSIGN GROUP INC

Value
$2.8M
Shares
17.2K
% Port
1.26%
A
17.APH

AMPHENOL CORP

Value
$2.7M
Shares
15.4K
% Port
1.24%
E
18.EBS

EMERGENT BIOSOLUTIONS INC

Value
$2.5M
Shares
301.5K
% Port
1.15%
M
19.MPWR

MONOLITHIC PWR SYS INC

Value
$2.5M
Shares
1.8K
% Port
1.15%
L
20.LOW

LOWES COS INC

Value
$2.5M
Shares
11.3K
% Port
1.13%
G
21.GH

GUARDANT HEALTH INC

Value
$2.5M
Shares
16.5K
% Port
1.13%
T
22.TT

TRANE TECHNOLOGIES PLC

Value
$2.4M
Shares
4.9K
% Port
1.11%
B
23.BMI

BADGER METER INC

Value
$2.4M
Shares
16.0K
% Port
1.09%
G
24.GEV

GE VERNOVA INC

Value
$2.3M
Shares
2.0K
% Port
1.05%
C
25.CINF

CINCINNATI FINL CORP

Value
$2.2M
Shares
11.8K
% Port
1.00%
S
26.SRCE

1ST SOURCE CORP

Value
$2.2M
Shares
26.6K
% Port
0.99%
E
27.ETHA

ISHARES TR

Value
$2.2M
Shares
25.0K
% Port
0.99%
E
28.ETHA

ISHARES TR

Value
$2.2M
Shares
21.5K
% Port
0.98%
C
29.COKE

COCA COLA CONS INC

Value
$2.1M
Shares
11.1K
% Port
0.97%
G
30.GNTX

GENTEX CORP

Value
$2.1M
Shares
82.8K
% Port
0.96%
C
31.CGNX

COGNEX CORP

Value
$2.1M
Shares
28.8K
% Port
0.95%
A
32.AFGE

AMERICAN FINANCIAL GROUP INC

Value
$2M
Shares
14.6K
% Port
0.93%
E
33.EXPD

EXPEDITORS INTL WASH INC

Value
$2M
Shares
12.5K
% Port
0.93%
D
34.DCI

DONALDSON INC

Value
$2M
Shares
22.2K
% Port
0.91%
T
35.TTC

TORO CO

Value
$2M
Shares
20.3K
% Port
0.90%
H
36.HCKT

HACKETT GROUP INC

Value
$2M
Shares
181.7K
% Port
0.89%
A

ASML HLDG NV

Value
$1.9M
Shares
976
% Port
0.89%
E
38.EOG

EOG RES INC

Value
$1.9M
Shares
14.5K
% Port
0.86%
G
39.GGG

GRACO INC

Value
$1.9M
Shares
24.6K
% Port
0.85%
I
40.IAU

ISHARES GOLD TR

Value
$1.9M
Shares
24.6K
% Port
0.85%
M

MICROCHIP TECHNOLOGY INC.

Value
$1.8M
Shares
19.7K
% Port
0.82%
G
42.GLD

SPDR GOLD TR

Value
$1.8M
Shares
4.9K
% Port
0.82%
L
43.LMAT

LEMAITRE VASCULAR INC

Value
$1.8M
Shares
18.6K
% Port
0.82%
U
44.URI

UNITED RENTALS INC

Value
$1.8M
Shares
1.6K
% Port
0.82%
E
45.EGY

VAALCO ENERGY INC

Value
$1.8M
Shares
351.8K
% Port
0.82%
N
46.NVDA

NVIDIA CORPORATION

Value
$1.8M
Shares
8.9K
% Port
0.81%
F
47.FIZZ

NATIONAL BEVERAGE CORP

Value
$1.7M
Shares
55.5K
% Port
0.79%
L
48.LOPE

GRAND CANYON ED INC

Value
$1.7M
Shares
11.9K
% Port
0.78%
O
49.ODFL

OLD DOMINION FREIGHT LINE IN

Value
$1.6M
Shares
7.2K
% Port
0.71%
S
50.SKT

TANGER INC

Value
$1.5M
Shares
39.2K
% Port
0.71%