Long-term investor
Valley National Advisers Inc. @valleynationaladvisersin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000773411).
Record
- Tracked since 2025-06-30 (434 days), 67 trades recorded
- Returns: week n/a · month n/a · 90 days +10.6% · 6 months +11.1% · 1 year +18.9% · all +18.9%
- Max drawdown -1.7% · Sharpe 1.17 · win rate 16% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524201 · 6.9% · long · since 2025-06-30
- 808524300 · 4.3% · long · since 2025-06-30
- 922908744 · 4.0% · long · since 2025-06-30
- AAPL · 4.0% · long · since 2025-06-30
- 316092113 · 3.6% · long · since 2026-03-31
- 316188309 · 3.4% · long · since 2025-06-30
- 808524102 · 3.0% · long · since 2025-06-30
- 808524805 · 3.0% · long · since 2025-06-30
- 14020G101 · 2.9% · long · since 2026-03-31
- 512807306 · 2.8% · long · since 2025-06-30
- 72201R775 · 2.8% · long · since 2025-06-30
- 46434V613 · 1.9% · long · since 2025-06-30
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