13F

Investor

Values First Advisors, Inc.

CIK 0001913608 · filed 2026-01-30 · SEC filing

13F book

$192.7M

Positions

181

Largest name

4.9%

Vanguard Scottsdale Fds

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Vanguard Scottsdale Fds161.4K$9.48M4.9%Held
Ishares Tr87.4K$7.24M3.8%Held
Ishares Tr137.1K$6.69M3.5%Held
Ishares Tr45.1K$5.39M2.8%Held
Ishares Tr55.5K$5.34M2.8%Held
Pimco Etf Tr45.7K$4.59M2.4%Held
Ishares U S Etf Tr89.8K$4.59M2.4%Held
Emergent BioSolutions Inc.EBS305K$3.77M2.0%Held
Spdr Series Trust40.3K$3.69M1.9%Held
Ishares 0-3 Month33.4K$3.35M1.7%Held
Ensign Group, IncENSG18.6K$3.23M1.7%Held
Monolithic Pwr Sys Inc3.28K$2.97M1.5%Held
Amphenol Corp New20.7K$2.79M1.5%Held
Lowes Cos Inc10.3K$2.48M1.3%Held
Expeditors Intl Wash Inc15.6K$2.33M1.2%Held
Microchip Technology Inc.36.1K$2.3M1.2%Held
Nnn Reit, Inc.NNN56.7K$2.25M1.2%Held
DONALDSON Co INCDCI25.3K$2.25M1.2%Held
Guardant Health, Inc.GH21.5K$2.19M1.1%Held
GE Vernova Inc.GEV3.32K$2.17M1.1%Held
Xometry, Inc.XMTR36.2K$2.15M1.1%Held
Mid-Amer Apt Cmntys Inc15.4K$2.14M1.1%Held
Cognex CorpCGNX58.8K$2.12M1.1%Held
Nvidia CorpNVDA11.2K$2.08M1.1%Held
Bio-Techne CorpTECH33.9K$1.99M1.0%Held
Cincinnati Finl Corp11.7K$1.91M1.0%Held
Ishares Tr21.9K$1.9M1.0%Held
Ishares Tr18.7K$1.9M1.0%Held
Toro CoTTC23.4K$1.84M1.0%Held
American Finl Group Inc Ohio13.5K$1.84M1.0%Held
Trane Technologies PlcTT4.61K$1.79M0.9%Held
Gentex CorpGNTX76.4K$1.78M0.9%Held
Rollins IncROL29.3K$1.76M0.9%Held
Ishares Gold Tr21.7K$1.76M0.9%Held
1st Source CorpSRCE28K$1.75M0.9%Held
Spdr Gold Tr4.28K$1.7M0.9%Held
Graco IncGGG20.5K$1.68M0.9%Held
Lemaitre Vascular IncLMAT20.3K$1.65M0.9%Held
Eog Res Inc15.4K$1.61M0.8%Held
Spdr Series Trust15.7K$1.56M0.8%Held
Grand Canyon Ed Inc8.96K$1.49M0.8%Held
Lam Research CorpLRCX8.54K$1.46M0.8%Held
Hawkins IncHWKN9.78K$1.39M0.7%Held
Tanger Inc.SKT40.7K$1.36M0.7%Held
American Express CoAXP3.63K$1.34M0.7%Held
Mirum Pharmaceuticals, Inc.MIRM16.4K$1.3M0.7%Held
Oreilly Automotive Inc14.1K$1.29M0.7%Held
Alnylam Pharmaceuticals, Inc.ALNY3.23K$1.28M0.7%Held
Broadcom Inc.AVGO3.62K$1.25M0.6%Held
Vaalco Energy Inc342.9K$1.25M0.6%Held
Welltower Inc.WELL6.71K$1.25M0.6%Held
Badger Meter IncBMI7.13K$1.24M0.6%Held
Hackett Group, Inc.HCKT61.6K$1.21M0.6%Held
National Beverage CorpFIZZ37.4K$1.19M0.6%Held
S&P Global Inc.SPGI2.21K$1.16M0.6%Held
Ishares Silver Tr17.6K$1.13M0.6%Held
Beta Bionics, Inc.BBNX35.2K$1.07M0.6%Held
Roper Technologies IncROP2.38K$1.06M0.5%Held
Toast, Inc.TOST29.6K$1.05M0.5%Held
Old Dominion Freight Line In6.53K$1.02M0.5%Held
Irhythm Technologies IncIRTC5.76K$1.02M0.5%Held
Elanco Animal Health IncELAN43.9K$994.4K0.5%Held
Omega Healthcare Invs Inc21.9K$972.9K0.5%Held
Linde PlcLIN2.19K$935.2K0.5%Held
Strategy Shs34.6K$931.7K0.5%Held
Liquidity Svcs Inc30K$909.5K0.5%Held
Asml Holding N V846$905.1K0.5%Held
Argenx SEARGX1.02K$861.7K0.4%Held
Mettler Toledo International Inc/MTD617$860.9K0.4%Held
Coca Cola Cons Inc5.44K$833.5K0.4%Held
United Rentals, Inc.URI1.01K$821.8K0.4%Held
Annaly Capital Management In36.6K$818.6K0.4%Held
Scholar Rock Hldg Corp18.6K$817.8K0.4%Held
Axsome Therapeutics, Inc.AXSM4.4K$803.9K0.4%Held
Collegium Pharmaceutical, IncCOLL17K$787.2K0.4%Held
Royalty Pharma PLCRPRX20.2K$780.8K0.4%Held
Intuit Inc.INTU1.11K$734.4K0.4%Held
D R Horton Inc5.07K$730.4K0.4%Held
TransMedics Group, Inc.TMDX5.76K$701.1K0.4%Held
Dollar Gen Corp New5.25K$696.4K0.4%Held
Constellation Energy CorpCEG1.95K$689.3K0.4%Held
Vistra Corp.VST4.22K$681.6K0.4%Held
Waste Connections, Inc.WCN3.88K$681K0.4%Held
Rb Global Inc.RBA6.6K$679K0.4%Held
Northern Lts Fd Tr Iv14.8K$668.7K0.3%Held
Sitime CorpSITM1.84K$650.4K0.3%Held
Exelixis, Inc.EXEL14.7K$643.1K0.3%Held
Neogen CorpNEOG88.3K$617.4K0.3%Held
Kimco Rlty Corp29.8K$604.2K0.3%Held
Carriage Svcs Inc14.3K$603.1K0.3%Held
Global-E Online Ltd.GLBE15.2K$599.2K0.3%Held
Stag Indl IncSTAG16.1K$590K0.3%Held
Southern Co6.68K$582.4K0.3%Held
Vulcan Matls Co2.03K$579.3K0.3%Held
Williams Cos Inc9.57K$575.6K0.3%Held
Chewy, Inc.CHWY17.2K$567K0.3%Held
Timothy Plan12.4K$563.5K0.3%Held
Palo Alto Networks IncPANW3.02K$556.5K0.3%Held
Lattice Semiconductor CorpLSCC7.47K$550K0.3%Held
Taiwan Semiconductor Mfg Ltd1.8K$547.5K0.3%Held
Extra Space Storage Inc.EXR4.08K$531.5K0.3%Held
Greenbrier Cos Inc10.9K$510.9K0.3%Held
ServiceNow, Inc.NOW3.32K$508.2K0.3%Held
Targa Res Corp2.71K$500.5K0.3%Held
Medtronic PlcMDT5.16K$496K0.3%Held
Cadence Design System Inc1.53K$478.6K0.2%Held
Axon Enterprise, Inc.AXON843$478.6K0.2%Held
Ituran Location And Control11K$472.4K0.2%Held
Eli Lilly & CoLLY417$447.7K0.2%Held
Mistras Group, Inc.MG35K$443K0.2%Held
Arista Networks, Inc.ANET3.31K$433.7K0.2%Held
Under Armour Inc90K$432.1K0.2%Held
Waste Mgmt Inc Del1.89K$416K0.2%Held
Weyerhaeuser Co Mtn BeWY17.1K$406.2K0.2%Held
Hubspot IncHUBS1.01K$405.4K0.2%Held
Datadog, Inc.DDOG2.87K$389.7K0.2%Held
CareTrust REIT, Inc.CTRE10.7K$388.2K0.2%Held
Intuitive Surgical IncISRG677$383.7K0.2%Held
Sap Se1.57K$380.3K0.2%Held
Home Depot, Inc.HD1.09K$374.6K0.2%Held
Sherwin Williams CoSHW1.12K$364K0.2%Held
Cheniere Energy, Inc.LNG1.86K$360.8K0.2%Held
Nextera Energy Inc4.47K$359.2K0.2%Held
Insmed IncINSM2.06K$358.1K0.2%Held
Quanta Svcs Inc846$356.9K0.2%Held
Motorola Solutions, Inc.MSI924$354.3K0.2%Held
Talen Energy CorpTLN935$350.5K0.2%Held
Strategy Shs13.1K$347K0.2%Held
Huntington Bancshares Inc20K$346.3K0.2%Held
Fastenal CoFAST8.62K$345.9K0.2%Held
Frontdoor, Inc.FTDR5.99K$345.5K0.2%Held
Lithia Mtrs Inc1.02K$339.3K0.2%Held
Kla CorpKLAC279$338.4K0.2%Held
Gallagher Arthur J & Co1.24K$319.8K0.2%Held
Berkshire Hathaway Inc Del621$312.1K0.2%Held
Entergy Corp New3.37K$311.6K0.2%Held
Boston Scientific CorpBSX3.21K$306.1K0.2%Held
Innodata IncINOD5.86K$298.4K0.2%Held
Recursion Pharmaceuticals In72.2K$295.3K0.2%Held
Advanced Micro Devices IncAMD1.36K$292.2K0.2%Held
MongoDB, Inc.MDB675$283.3K0.1%Held
Timothy Plan6.8K$281.8K0.1%Held
Ferguson Enterprises Inc1.26K$279.6K0.1%Held
Vanguard World Fd366$275.9K0.1%Held
Unified Ser Tr7.52K$266.7K0.1%Held
Ishares Tr2.41K$265.5K0.1%Held
Rockwell Automation, IncROK676$263K0.1%Held
Elevation Series Trust9.01K$262.8K0.1%Held
Central Garden & Pet Co8.14K$261.7K0.1%Held
Americold Realty TrustCOLD20.3K$261K0.1%Held
Olin CorpOLN12.5K$260K0.1%Held
Trinity Cap Inc17.4K$254.8K0.1%Held
Unified Ser Tr6.08K$251.8K0.1%Held
Amerisafe IncAMSF6.47K$248.7K0.1%Held
Digi Intl Inc5.74K$248.5K0.1%Held
Goldman Sachs Etf Tr2.46K$245.8K0.1%Held
Crowdstrike Hldgs Inc512$239.9K0.1%Held
Dell Technologies Inc.DELL1.87K$235.7K0.1%Held
Stratasys Ltd.SSYS26.6K$231.3K0.1%Held
Cyberark Software Ltd504$224.6K0.1%Held
Vaxcyte, Inc.PCVX4.68K$216K0.1%Held
Liberty Energy Inc.LBRT11.4K$210.9K0.1%Held
Celldex Therapeutics Inc New7.73K$209.9K0.1%Held
DT Midstream, Inc.DTM1.7K$203.5K0.1%Held
Strategy Shs7.07K$176.4K0.1%Held
Gulf Is Fabrication Inc14.7K$175.9K0.1%Held
Timothy Plan3.42K$118.8K0.1%Held
Angel Studios, Inc.ANGX25.1K$117.2K0.1%Held
Tandy Leather Factory IncTLF42.6K$116.6K0.1%Held
Strategy Shs4.19K$108.5K0.1%Held
Talphera, Inc.TLPH81.2K$92.6K0.0%Held
Strategy Shs3.12K$79.1K0.0%Held
Lifetime Brands, IncLCUT18.6K$73.4K0.0%Held
Central Garden & Pet Co2.04K$59.5K0.0%Held
Northern Lts Fd Tr Iv2.32K$56.1K0.0%Held
Agenus IncAGEN11.1K$34.7K0.0%Held
Unified Ser Tr825$24.3K0.0%Held
Northern Lts Fd Tr Iv416$16K0.0%Held
Vanguard Scottsdale Fds70$3.3K0.0%Held
Spdr Series Trust6$1700.0%Held
Vanguard Scottsdale Fds2$1670.0%Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.