Long-term investor
Values First Advisors, Inc. @valuesfirstadvisorsinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001913608).
Record
- Tracked since 2025-06-30 (454 days), 139 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +954.3% · all +954.3%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 92206C102 · 4.6% · long · since 2025-06-30
- 808524862 · 3.3% · long · since 2026-06-30
- 46432F859 · 3.2% · long · since 2025-06-30
- 464288661 · 2.6% · long · since 2025-06-30
- 464287440 · 2.6% · long · since 2025-06-30
- 72201R833 · 2.2% · long · since 2025-06-30
- 922040852 · 2.0% · long · since 2026-06-30
- 78468R663 · 1.8% · long · since 2025-06-30
- 512807306 · 1.7% · long · since 2025-06-30
- 46436E718 · 1.6% · long · since 2025-06-30
- AVGO · 1.5% · long · since 2025-06-30
- XMTR · 1.4% · long · since 2025-06-30