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Value Investment Professionals

Latest statistics and disclosures from Value Investment Professionals's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002110205

Tip: Access up to 7 years of quarterly data

Positions held by Value Investment Professionals consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Value Investment Professionals

Value Investment Professionals holds 81 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Wisdomtree Tr Us High Dividend (DHS)	15.1	$13M	267k	50.34	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	6.2	$5.5M	75k	73.14	View chart
Janus Henderson Group Ord Shs (JHG)	4.6	$4.1M	81k	50.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.2	$3.7M	12k	320.81	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	3.4	$3.0M	4.6k	650.40	View chart
Apple (AAPL)	3.4	$3.0M	12k	253.79	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.2	$2.8M	4.9k	577.20	View chart
Alphabet Cap Stk Cl C (GOOG)	2.8	$2.5M	8.6k	286.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.7	$2.4M	8.5k	287.55	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.3	$2.1M	27k	77.11	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	2.1	$1.9M	25k	75.10	View chart
Sterling Construction Company (STRL)	2.0	$1.8M	4.4k	407.27	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	1.9	$1.7M	66k	25.10	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.6	$1.4M	11k	138.32	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	1.6	$1.4M	13k	110.47	View chart
Microsoft Corporation (MSFT)	1.5	$1.4M	3.7k	370.16	View chart
Amazon (AMZN)	1.5	$1.3M	6.2k	208.27	View chart
Stratus Pptys Com New (STRS)	1.4	$1.3M	42k	30.52	View chart
McKesson Corporation (MCK)	1.3	$1.2M	1.4k	865.36	View chart
Village Super Mkt Cl A New (VLGEA)	1.3	$1.1M	27k	42.23	View chart
Select Sector Spdr Tr State Street Fin (XLF)	1.2	$1.1M	22k	49.37	View chart
Altria (MO)	1.2	$1.1M	16k	65.99	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.2	$1.1M	19k	54.05	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.1	$1.0M	10k	99.27	View chart
Johnson & Johnson (JNJ)	1.1	$997k	4.1k	244.42	View chart
Philip Morris International (PM)	1.1	$988k	6.0k	165.34	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.1	$985k	11k	90.53	View chart
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)	1.1	$985k	29k	34.57	View chart
Albertsons Cos Common Stock (ACI)	1.0	$923k	54k	17.04	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.0	$892k	10k	88.70	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$890k	1.4k	653.21	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.9	$821k	13k	61.26	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.9	$779k	2.0k	383.34	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.9	$756k	25k	30.68	View chart
Meta Platforms Cl A (META)	0.8	$709k	1.2k	572.30	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.7	$652k	14k	45.89	View chart
Ishares Msci Mexico Etf (EWW)	0.7	$646k	8.6k	75.23	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$630k	1.4k	436.67	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.7	$607k	6.0k	100.66	View chart
Regeneron Pharmaceuticals (REGN)	0.7	$601k	777.00	773.04	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.7	$583k	1.7k	337.95	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$565k	7.7k	73.64	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.5	$482k	13k	36.16	View chart
British Amern Tob Sponsored Adr (BTI)	0.5	$482k	8.2k	58.47	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.5	$475k	4.3k	110.86	View chart
Euronet Worldwide (EEFT)	0.5	$470k	7.1k	66.37	View chart
Spdr Series Trust State Street Spd (KBE)	0.5	$459k	11k	40.14	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$457k	954.00	479.20	View chart
McDonald's Corporation (MCD)	0.5	$452k	1.5k	310.75	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.5	$440k	950.00	463.39	View chart
Home Depot (HD)	0.5	$429k	1.3k	328.87	View chart
Tandy Leather Factory (TLF)	0.5	$425k	184k	2.31	View chart
JPMorgan Chase & Co. (JPM)	0.5	$418k	1.4k	294.19	View chart
Caterpillar (CAT)	0.5	$417k	589.00	708.72	View chart
CVS Caremark Corporation (CVS)	0.5	$415k	5.8k	71.82	View chart
Unilever Spon Adr New (UL)	0.5	$410k	7.2k	56.97	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$386k	1.5k	261.92	View chart
DaVita (DVA)	0.4	$377k	2.5k	153.69	View chart
Oracle Corporation (ORCL)	0.4	$355k	2.4k	147.09	View chart
Novartis Sponsored Adr (NVS)	0.4	$354k	2.3k	152.75	View chart
Procter & Gamble Company (PG)	0.4	$349k	2.4k	144.42	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.4	$348k	3.8k	92.73	View chart
Vaneck Etf Trust Pharmaceutcl Etf (PPH)	0.4	$343k	3.3k	103.88	View chart
Abbott Laboratories (ABT)	0.4	$332k	3.2k	102.66	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$310k	1.6k	198.29	View chart
Coca-Cola Company (KO)	0.3	$301k	4.0k	76.06	View chart
Global X Fds Dax Germany Etf (DAX)	0.3	$298k	5.5k	53.87	View chart
Consolidated Edison (ED)	0.3	$289k	2.6k	113.19	View chart
Vanguard World Financials Etf (VFH)	0.3	$282k	2.3k	120.83	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$278k	2.8k	100.62	View chart
AFLAC Incorporated (AFL)	0.3	$274k	2.5k	109.71	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.3	$273k	9.4k	29.13	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$271k	1.4k	196.20	View chart
Southern Company (SO)	0.3	$271k	2.8k	96.51	View chart
Global Net Lease Com New (GNL)	0.3	$260k	28k	9.36	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$260k	1.2k	218.81	View chart
Vaneck Etf Trust Biotech Etf (BBH)	0.3	$256k	1.4k	188.03	View chart
Vanguard World Energy Etf (VDE)	0.3	$225k	1.3k	173.04	View chart
Macy's (M)	0.2	$219k	12k	18.09	View chart
Sl Green Realty Corp (SLG)	0.2	$211k	10k	20.30	View chart
Lowe's Companies (LOW)	0.2	$210k	887.00	236.21	View chart

Past Filings by Value Investment Professionals

SEC 13F filings are viewable for Value Investment Professionals going back to 2026

Value Investment Professionals 2026 Q1 filed April 14, 2026

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