Fund Holdings — Values First Advisors, Inc.

Total Portfolio Value
$186.84M
Total Bought
$10.10M
Total Sold
$29.93M
Net Transaction
-$19.83M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q2 2025
▲▼
Q3 2025
▲▼
Change
▲▼
Q2 2025
▲▼
Q3 2025
▲▼
Weight (%)
▲▼
Change
▲▼
ISHARES TR12,53331,746+19,2131,2623,1971.71%+1,935
SPDR SERIES TRUST
ST STR BLO 1 ETF
16,82937,847+21,0181,5443,4721.86%+1,929
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
127,642153,285+25,6437,5039,0214.83%+1,518
EMERGENT BIOSOLUTIONS INC(EBS)376,003367,919-8,0842,3993,2451.74%+846
COGNEX CORP(CGNX)62,28061,681-5991,9762,7941.50%+819
XOMETRY INC(XMTR)41,25939,476-1,7831,3942,1501.15%+756
MONOLITHIC PWR SYS INC(MPWR)3,4113,357-542,4953,0911.65%+596
AMPHENOL CORP NEW22,10221,836-2662,1832,7021.45%+520
GENTEX CORP(GNTX)81,09080,642-4481,7832,2821.22%+499
ALNYLAM PHARMACEUTICALS INC(ALNY)3,9473,882-651,2871,7700.95%+483
HAWKINS INC(HWKN)12,03711,823-2141,7102,1601.16%+450
TALEN ENERGY CORP(TLN)01,041+1,04104430.24%+443
MIRUM PHARMACEUTICALS INC(MIRM)19,63218,712-9209991,3720.73%+373
ENSIGN GROUP INC(ENSG)20,71520,449-2663,1963,5331.89%+337
DONALDSON INC(DCI)26,52526,452-731,8402,1651.16%+326
ELANCO ANIMAL HEALTH INC(ELAN)54,17953,167-1,0127741,0710.57%+297
LOWES COS INC(LOW)10,59410,477-1172,3512,6331.41%+283
LAM RESEARCH CORP(LRCX)8,8358,450-3858601,1310.61%+271
GRAND CANYON ED INC(LOPE)9,4829,387-951,7922,0611.10%+269
OREILLY AUTOMOTIVE INC(ORLY)13,57013,785+2151,2231,4860.80%+263
AMERICAN FINL GROUP INC OHIO13,83713,783-541,7462,0081.07%+262
NVIDIA CORPORATION(NVDA)10,75410,500-2541,6991,9591.05%+260
GUARDANT HEALTH INC(GH)32,53931,042-1,4971,6931,9401.04%+246
ISHARES TR79,78882,422+2,6346,6116,8383.66%+226
UNIFIED SER TR
ONEASCENT INTL
05,444+5,44402190.12%+219
GE VERNOVA INC(GEV)3,1963,102-941,6911,9071.02%+216
INSMED INC(INSM)5,7115,466-2455757870.42%+212
AMERICAN EXPRESS CO(AXP)2,7963,316+5208921,1010.59%+210
MEDTRONIC PLC(MDT)02,143+2,14302040.11%+204
XYLEM INC(XYL)01,378+1,37802030.11%+203
D R HORTON INC(DHI)6,0245,710-3147779680.52%+191
CHEWY INC(CHWY)13,93819,300+5,3625947810.42%+187
BETA BIONICS INC(BBNX)42,56340,465-2,0986208040.43%+184
INNODATA INC(INOD)7,1397,023-1163665410.29%+176
LATTICE SEMICONDUCTOR CORP(LSCC)7,9267,635-2913885600.30%+171
STRATEGY SHS
EVENTIDE US MRKT
13,01618,687+5,6713385080.27%+170
UNITED RENTALS INC(URI)1,018974-447679300.50%+163
WELLTOWER INC(WELL)6,1676,229+629481,1100.59%+161
ISHARES TR42,02043,221+1,2015,0045,1652.76%+161
ISHARES TR
CORE 1 5 YR USD
127,765130,514+2,7496,2166,3743.41%+159
VAALCO ENERGY INC(EGY)416,389413,248-3,1411,5031,6610.89%+158
BROADCOM INC(AVGO)3,0182,999-198329890.53%+157
PALO ALTO NETWORKS INC(PANW)1,8392,606+7673765310.28%+154
DOUBLEVERIFY HLDGS INC(DV)012,754+12,75401530.08%+153
ISHARES TR51,94453,099+1,1554,9755,1222.74%+147
TANGER INC(SKT)42,79042,837+471,3091,4500.78%+141
UNIFIED SER TR
ONEASCENT LARGE
03,998+3,99801390.07%+139
SITIME CORP(SITM)1,8281,754-743905280.28%+139
TIMOTHY PLAN7,71410,331+2,6173464780.26%+132
ISHARES U S ETF TR
SHOR DURA BD ETF
82,26884,484+2,2164,2044,3322.32%+129
TORO CO(TORO)24,90224,772-1301,7601,8881.01%+128
OMEGA HEALTHCARE INVS INC(OHI)19,66120,081+4207218480.45%+127
ISHARES TR1,6112,730+1,1191783020.16%+124
LIQUIDITY SVCS INC(LQDT)37,13936,450-6898761,0000.54%+124
BIO-TECHNE CORP(TECH)36,08835,534-5541,8571,9771.06%+120
EXPEDITORS INTL WASH INC(EXPD)16,48316,313-1701,8832,0001.07%+117
CINCINNATI FINL CORP(CINF)12,22312,163-601,8201,9231.03%+103
NEOGEN CORP(NEOG)109,907107,721-2,1865256150.33%+90
LEMAITRE VASCULAR INC(LMAT)21,35121,181-1701,7731,8540.99%+80
VULCAN MATLS CO(VMC)2,2352,152-835836620.35%+79
STRATEGY SHS
EVEN HIGH DI ETF
6,1928,558+2,3661572290.12%+72
MISTRAS GROUP INC(MG)43,40742,588-8193484190.22%+71
OLIN CORP(OLN)15,45215,272-1803103820.20%+71
COLLEGIUM PHARMACEUTICAL INC(COLL)18,44917,585-8645466150.33%+70
ANNALY CAPITAL MANAGEMENT IN31,70232,912+1,2105976650.36%+69
ISHARES TR17,87718,295+4181,8161,8841.01%+68
IRHYTHM TECHNOLOGIES INC(IRTC)6,5256,229-2961,0051,0710.57%+67
ISHARES TR20,46520,911+4461,8061,8691.00%+63
AXSOME THERAPEUTICS INC(AXSM)5,1094,882-2275335930.32%+60
ROLLINS INC(ROL)30,74330,532-2111,7351,7930.96%+59
CADENCE DESIGN SYSTEM INC(CDNS)1,4501,426-244475010.27%+54
SERVICENOW INC(NOW)483596+1134965490.29%+53
NORTHERN LTS FD TR IV
INSPIRE CORP BD
2152,282+2,0675550.03%+50
CARETRUST REIT INC(CTRE)12,95212,850-1023964460.24%+49
ROYALTY PHARMA PLC(RPRX)15,36317,084+1,7215546030.32%+49
FASTENAL CO(FAST)9,3788,951-4273944390.23%+45
TALPHERA INC(TLPH)99,21197,882-1,32946870.05%+42
KLA CORP(KLAC)241238-32162570.14%+41
GOLDMAN SACHS ETF TR2,0182,419+4012022430.13%+40
CYBERARK SOFTWARE LTD601584-172442820.15%+38
HOME DEPOT INC(HD)1,0901,074-164004350.23%+36
FRONTDOOR INC(FTDR)6,5496,245-3043864200.22%+34
KIMCO RLTY CORP(KIM)27,14027,590+4505706030.32%+32
SPDR SERIES TRUST
ST STR BL 12 ETF
13,76514,059+2941,3691,3990.75%+31
MOTOROLA SOLUTIONS INC(MSI)961949-124044340.23%+30
ENTERGY CORP NEW(ETR)3,0182,980-382512780.15%+27
TIMOTHY PLAN2,0572,769+71266920.05%+26
SOUTHERN CO(SO)7,4257,460+356827070.38%+25
QUANTA SVCS INC1,022982-403864070.22%+20
NETGEAR INC(NTGR)7,2287,095-1332102300.12%+20
TIMOTHY PLAN1,3551,706+35152710.04%+18
GLOBAL E ONLINE LTD
SHS
16,52315,838-6855545660.30%+12
BERKSHIRE HATHAWAY INC DEL62162103023120.17%+11
DATADOG INC(DDOG)4,7134,507-2066336420.34%+9
DIGI INTL INC(DGII)7,0966,965-1312472540.14%+7
HUNTINGTON BANCSHARES INC(HBAN)18,17518,006-1693053110.17%+6
VITAL FARMS INC(VITL)5,2935,071-2222042090.11%+5
METTLER TOLEDO INTERNATIONAL(MTD)652627-257667700.41%+4
GULF IS FABRICATION INC18,18417,842-3421211250.07%+4
FERGUSON ENTERPRISES INC(FERG)1,0871,073-142372410.13%+4
Page 1 of 2
Values First Advisors, Inc. — 13F Holdings — Q3 2025 | TickerTrail