Value Investment Professionals

Value Investment Professionals as of March 31, 2026

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