Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Values First Advisors, Inc. (CIK 1913608) reported $191.9M across 176 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VGSH ($9.6M, 5.01%), SHY ($7.4M, 3.85%), ISTB ($6.8M, 3.54%), IEI ($5.5M, 2.86%), IEF ($5.4M, 2.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | $9.6M | 5.01% | 164,293 | Added |
| 2 | SHY | ISHARES TR | $7.4M | 3.85% | 89,406 | Added |
| 3 | ISTB | ISHARES TR | $6.8M | 3.54% | 140,270 | Added |
| 4 | IEI | ISHARES TR | $5.5M | 2.86% | 46,200 | Added |
| 5 | IEF | ISHARES TR | $5.4M | 2.83% | 56,847 | Added |
| 6 | MINT | PIMCO ETF TR | $4.7M | 2.45% | 46,802 | Added |
| 7 | NEAR | ISHARES U S ETF TR | $4.7M | 2.43% | 91,733 | Added |
| 8 | ENSG | ENSIGN GROUP INC | $3.7M | 1.94% | 18,521 | Trimmed |
| 9 | BIL | SPDR SERIES TRUST | $3.7M | 1.94% | 40,626 | Added |
| 10 | MPWR | MONOLITHIC PWR SYS INC | $3.6M | 1.87% | 3,278 | Added |
| 11 | SGOV | ISHARES TR | $3.4M | 1.79% | 34,079 | Added |
| 12 | CGNX | COGNEX CORP | $2.9M | 1.50% | 58,579 | Trimmed |
| 13 | APH | AMPHENOL CORP | $2.6M | 1.36% | 20,628 | Trimmed |
| 14 | EBS | EMERGENT BIOSOLUTIONS INC | $2.6M | 1.33% | 307,880 | Added |
| 15 | LOW | LOWES COS INC | $2.4M | 1.27% | 10,302 | Added |
| 16 | NNN | NNN REIT INC | $2.4M | 1.26% | 57,326 | Added |
| 17 | MCHP | MICROCHIP TECHNOLOGY INC. | $2.3M | 1.22% | 36,258 | Added |
| 18 | EGY | VAALCO ENERGY INC | $2.2M | 1.17% | 354,860 | Added |
| 19 | EXPD | EXPEDITORS INTL WASH INC | $2.2M | 1.16% | 15,512 | Trimmed |
| 20 | EOG | EOG RES INC | $2.2M | 1.16% | 15,386 | Added |
| 21 | LMAT | LEMAITRE VASCULAR INC | $2.2M | 1.15% | 20,197 | Trimmed |
| 22 | TTC | TORO CO | $2.2M | 1.15% | 23,576 | Added |
| 23 | DCI | DONALDSON INC | $2.1M | 1.11% | 25,197 | Trimmed |
| 24 | IAU | ISHARES GOLD TR | $2.1M | 1.10% | 23,891 | Added |
| 25 | GEV | GE VERNOVA INC | $2.0M | 1.07% | 2,344 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31