Values First Advisors, Inc. Diversified Active

Location: Johnson City, TN

CIK: 0001913608 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 30, 2026

Total Value: $193M (100.0% shares, 0.0% debt)

Holdings (181)

VGSH VANGUARD SCOTTSDALE FDS 4.9%
Value $9.48M Shares 161,413 Est. Cost $59.24 Unrealized
SHY ISHARES TR 3.8%
Value $7.235M Shares 87,362 Est. Cost $82.67 Unrealized
ISTB ISHARES TR 3.5%
Value $6.685M Shares 137,130 Est. Cost $48.69 Unrealized
IEI ISHARES TR 2.8%
Value $5.386M Shares 45,132 Est. Cost $116.73 Unrealized
IEF ISHARES TR 2.8%
Value $5.337M Shares 55,499 Est. Cost $94.99 Unrealized
MINT PIMCO ETF TR 2.4%
Value $4.589M Shares 45,730 Est. Cost $101.31 Unrealized
NEAR ISHARES U S ETF TR 2.4%
Value $4.587M Shares 89,757 Est. Cost $50.30 Unrealized
EBS EMERGENT BIOSOLUTIONS INC 2.0%
Value $3.77M Shares 305,046 Est. Cost $4.67 Unrealized +129.5%
BIL SPDR SERIES TRUST 1.9%
Value $3.686M Shares 40,336 Est. Cost $91.72 Unrealized
SGOV ISHARES TR 1.7%
Value $3.348M Shares 33,355 Est. Cost $100.64 Unrealized
ENSG ENSIGN GROUP INC 1.7%
Value $3.235M Shares 18,568 Est. Cost $70.19 Unrealized +155.9%
MPWR MONOLITHIC PWR SYS INC 1.5%
Value $2.971M Shares 3,277 Est. Cost $449.50 Unrealized +113.7%
APH AMPHENOL CORP NEW 1.4%
Value $2.794M Shares 20,677 Est. Cost $40.15 Unrealized +232.6%
LOW LOWES COS INC 1.3%
Value $2.482M Shares 10,290 Est. Cost $221.39 Unrealized +8.3%
EXPD EXPEDITORS INTL WASH INC 1.2%
Value $2.33M Shares 15,633 Est. Cost $81.16 Unrealized +67.1%
MCHP MICROCHIP TECHNOLOGY INC. 1.2%
Value $2.303M Shares 36,137 Est. Cost $55.62 Unrealized +10.3%
NNN NNN REIT INC 1.2%
Value $2.248M Shares 56,728 Est. Cost $47.95 Unrealized
DCI DONALDSON INC 1.2%
Value $2.245M Shares 25,325 Est. Cost $50.86 Unrealized +69.9%
GH GUARDANT HEALTH INC 1.1%
Value $2.195M Shares 21,488 Est. Cost $38.31 Unrealized +133.5%
GEV GE VERNOVA INC 1.1%
Value $2.172M Shares 3,323 Est. Cost $346.22 Unrealized +75.9%
XMTR XOMETRY INC 1.1%
Value $2.151M Shares 36,165 Est. Cost $24.08 Unrealized +134.1%
MAA MID-AMER APT CMNTYS INC 1.1%
Value $2.138M Shares 15,390 Est. Cost $120.24 Unrealized +10.6%
CGNX COGNEX CORP 1.1%
Value $2.117M Shares 58,849 Est. Cost $44.29 Unrealized -8.7%
NVDA NVIDIA CORPORATION 1.1%
Value $2.083M Shares 11,171 Est. Cost $127.88 Unrealized +45.6%
TECH BIO-TECHNE CORP 1.0%
Value $1.995M Shares 33,921 Est. Cost $67.88 Unrealized -10.5%
CINF CINCINNATI FINL CORP 1.0%
Value $1.911M Shares 11,702 Est. Cost $70.74 Unrealized +127.9%
TLT ISHARES TR 1.0%
Value $1.905M Shares 21,856 Est. Cost $93.69 Unrealized
TLH ISHARES TR 1.0%
Value $1.898M Shares 18,665 Est. Cost $104.71 Unrealized
TTC TORO CO 1.0%
Value $1.842M Shares 23,403 Est. Cost $80.82 Unrealized -8.5%
AFG AMERICAN FINL GROUP INC OHIO 1.0%
Value $1.842M Shares 13,473 Est. Cost $68.43 Unrealized +95.2%
TT TRANE TECHNOLOGIES PLC 0.9%
Value $1.792M Shares 4,605 Est. Cost $202.31 Unrealized +104.4%
GNTX GENTEX CORP 0.9%
Value $1.777M Shares 76,362 Est. Cost $26.43 Unrealized -8.8%
ROL ROLLINS INC 0.9%
Value $1.76M Shares 29,322 Est. Cost $55.70 Unrealized +5.3%
IAU ISHARES GOLD TR 0.9%
Value $1.759M Shares 21,675 Est. Cost $81.17 Unrealized
SRCE 1ST SOURCE CORP 0.9%
Value $1.75M Shares 28,002 Est. Cost $48.01 Unrealized
GLD SPDR GOLD TR 0.9%
Value $1.696M Shares 4,279 Est. Cost $396.30 Unrealized
GGG GRACO INC 0.9%
Value $1.677M Shares 20,461 Est. Cost $80.36 Unrealized +2.0%
LMAT LEMAITRE VASCULAR INC 0.9%
Value $1.647M Shares 20,311 Est. Cost $43.57 Unrealized +97.3%
EOG EOG RES INC 0.8%
Value $1.613M Shares 15,357 Est. Cost $74.00 Unrealized +44.9%
BILS SPDR SERIES TRUST 0.8%
Value $1.561M Shares 15,734 Est. Cost $99.27 Unrealized
LOPE GRAND CANYON ED INC 0.8%
Value $1.491M Shares 8,963 Est. Cost $137.78 Unrealized +31.3%
LRCX LAM RESEARCH CORP 0.8%
Value $1.461M Shares 8,536 Est. Cost $76.07 Unrealized +104.2%
HWKN HAWKINS INC 0.7%
Value $1.389M Shares 9,776 Est. Cost $31.96 Unrealized +360.6%
SKT TANGER INC 0.7%
Value $1.358M Shares 40,686 Est. Cost $10.26 Unrealized
AXP AMERICAN EXPRESS CO 0.7%
Value $1.343M Shares 3,632 Est. Cost $295.07 Unrealized +21.0%
MIRM MIRUM PHARMACEUTICALS INC 0.7%
Value $1.297M Shares 16,424 Est. Cost $30.65 Unrealized +134.1%
ORLY OREILLY AUTOMOTIVE INC 0.7%
Value $1.287M Shares 14,106 Est. Cost $90.13 Unrealized +8.4%
ALNY ALNYLAM PHARMACEUTICALS INC 0.7%
Value $1.283M Shares 3,226 Est. Cost $144.77 Unrealized +205.7%
AVGO BROADCOM INC 0.6%
Value $1.252M Shares 3,617 Est. Cost $220.04 Unrealized +62.2%
EGY VAALCO ENERGY INC 0.6%
Value $1.248M Shares 342,925 Est. Cost $4.12 Unrealized -11.2%
WELL WELLTOWER INC 0.6%
Value $1.245M Shares 6,710 Est. Cost $78.09 Unrealized +138.8%
BMI BADGER METER INC 0.6%
Value $1.243M Shares 7,125 Est. Cost $180.48 Unrealized -0.4%
HCKT HACKETT GROUP INC 0.6%
Value $1.21M Shares 61,616 Est. Cost $22.18 Unrealized -14.5%
FIZZ NATIONAL BEVERAGE CORP 0.6%
Value $1.192M Shares 37,390 Est. Cost $36.17 Unrealized -5.0%
SPGI S&P GLOBAL INC 0.6%
Value $1.156M Shares 2,213 Est. Cost $473.90 Unrealized +4.3%
SLV ISHARES SILVER TR 0.6%
Value $1.134M Shares 17,606 Est. Cost $64.42 Unrealized
BBNX BETA BIONICS INC 0.6%
Value $1.072M Shares 35,191 Est. Cost $18.12 Unrealized +47.4%
ROP ROPER TECHNOLOGIES INC 0.5%
Value $1.059M Shares 2,379 Est. Cost $408.89 Unrealized +13.0%
TOST TOAST INC 0.5%
Value $1.052M Shares 29,638 Est. Cost $24.28 Unrealized +48.5%
ODFL OLD DOMINION FREIGHT LINE IN 0.5%
Value $1.024M Shares 6,531 Est. Cost $161.75 Unrealized -11.5%
IRTC IRHYTHM TECHNOLOGIES INC 0.5%
Value $1.023M Shares 5,765 Est. Cost $84.49 Unrealized +109.7%
ELAN ELANCO ANIMAL HEALTH INC 0.5%
Value $994K Shares 43,943 Est. Cost $11.70 Unrealized +86.0%
OHI OMEGA HEALTHCARE INVS INC 0.5%
Value $973K Shares 21,942 Est. Cost $35.19 Unrealized
LIN LINDE PLC 0.5%
Value $935K Shares 2,193 Est. Cost $439.57 Unrealized -2.8%
ESUM STRATEGY SHS 0.5%
Value $932K Shares 34,599 Est. Cost $25.94 Unrealized
LQDT LIQUIDITY SVCS INC 0.5%
Value $909K Shares 30,005 Est. Cost $7.53 Unrealized +256.5%
ASML ASML HOLDING N V 0.5%
Value $905K Shares 846 Est. Cost $1069.83 Unrealized
ARGX ARGENX SE 0.4%
Value $862K Shares 1,025 Est. Cost $840.64 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.4%
Value $861K Shares 617 Est. Cost $1158.20 Unrealized +20.6%
COKE COCA COLA CONS INC 0.4%
Value $833K Shares 5,437 Est. Cost $146.39 Unrealized 0.0%
URI UNITED RENTALS INC 0.4%
Value $822K Shares 1,015 Est. Cost $706.98 Unrealized +22.6%
NLY ANNALY CAPITAL MANAGEMENT IN 0.4%
Value $819K Shares 36,611 Est. Cost $19.11 Unrealized
SRRK SCHOLAR ROCK HLDG CORP 0.4%
Value $818K Shares 18,564 Est. Cost $14.05 Unrealized +166.9%
AXSM AXSOME THERAPEUTICS INC 0.4%
Value $804K Shares 4,402 Est. Cost $88.54 Unrealized +57.7%
COLL COLLEGIUM PHARMACEUTICAL INC 0.4%
Value $787K Shares 17,003 Est. Cost $22.59 Unrealized +85.2%
RPRX ROYALTY PHARMA PLC 0.4%
Value $781K Shares 20,206 Est. Cost $30.54 Unrealized +24.9%
INTU INTUIT 0.4%
Value $734K Shares 1,109 Est. Cost $638.29 Unrealized +3.5%
DHI D R HORTON INC 0.4%
Value $730K Shares 5,071 Est. Cost $102.59 Unrealized +48.2%
TMDX TRANSMEDICS GROUP INC 0.4%
Value $701K Shares 5,763 Est. Cost $66.56 Unrealized +88.5%
DG DOLLAR GEN CORP NEW 0.4%
Value $696K Shares 5,245 Est. Cost $76.78 Unrealized +45.2%
CEG CONSTELLATION ENERGY CORP 0.4%
Value $689K Shares 1,951 Est. Cost $267.41 Unrealized +35.8%
VST VISTRA CORP 0.4%
Value $682K Shares 4,225 Est. Cost $74.29 Unrealized +144.9%
WCN WASTE CONNECTIONS INC 0.4%
Value $681K Shares 3,877 Est. Cost $135.31 Unrealized +27.7%
RBA RB GLOBAL INC 0.4%
Value $679K Shares 6,601 Est. Cost $90.46 Unrealized +12.3%
BIBL NORTHERN LTS FD TR IV 0.3%
Value $669K Shares 14,816 Est. Cost $34.74 Unrealized
SITM SITIME CORP 0.3%
Value $650K Shares 1,842 Est. Cost $195.37 Unrealized +60.2%
EXEL EXELIXIS INC 0.3%
Value $643K Shares 14,673 Est. Cost $18.51 Unrealized +123.4%
NEOG NEOGEN CORP 0.3%
Value $617K Shares 88,321 Est. Cost $8.76 Unrealized -28.2%
KIM KIMCO RLTY CORP 0.3%
Value $604K Shares 29,808 Est. Cost $18.16 Unrealized +13.3%
CSV CARRIAGE SVCS INC 0.3%
Value $603K Shares 14,258 Est. Cost $24.56 Unrealized +76.1%
GLBE GLOBAL E ONLINE LTD 0.3%
Value $599K Shares 15,243 Est. Cost $38.73 Unrealized -4.2%
STAG STAG INDL INC 0.3%
Value $590K Shares 16,050 Est. Cost $38.88 Unrealized
SO SOUTHERN CO 0.3%
Value $582K Shares 6,679 Est. Cost $75.74 Unrealized +20.0%
VMC VULCAN MATLS CO 0.3%
Value $579K Shares 2,031 Est. Cost $261.67 Unrealized +12.0%
WMB WILLIAMS COS INC 0.3%
Value $576K Shares 9,575 Est. Cost $34.87 Unrealized +72.2%
CHWY CHEWY INC 0.3%
Value $567K Shares 17,157 Est. Cost $39.48 Unrealized -12.1%
TPLC TIMOTHY PLAN 0.3%
Value $563K Shares 12,397 Est. Cost $44.38 Unrealized
PANW PALO ALTO NETWORKS INC 0.3%
Value $556K Shares 3,021 Est. Cost $155.99 Unrealized +29.3%
LSCC LATTICE SEMICONDUCTOR CORP 0.3%
Value $550K Shares 7,474 Est. Cost $61.74 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value $547K Shares 1,802 Est. Cost $303.81 Unrealized
EXR EXTRA SPACE STORAGE INC 0.3%
Value $532K Shares 4,082 Est. Cost $123.43 Unrealized +9.4%
GBX GREENBRIER COS INC 0.3%
Value $511K Shares 10,932 Est. Cost $44.55 Unrealized -0.3%
NOW SERVICENOW INC 0.3%
Value $508K Shares 3,318 Est. Cost $174.78 Unrealized -1.9%
TRGP TARGA RES CORP 0.3%
Value $501K Shares 2,713 Est. Cost $89.80 Unrealized +87.2%
MDT MEDTRONIC PLC 0.3%
Value $496K Shares 5,163 Est. Cost $94.70 Unrealized +2.6%
CDNS CADENCE DESIGN SYSTEM INC 0.2%
Value $479K Shares 1,531 Est. Cost $290.19 Unrealized +12.4%
AXON AXON ENTERPRISE INC 0.2%
Value $479K Shares 843 Est. Cost $588.05 Unrealized +5.5%
ITRN ITURAN LOCATION AND CONTROL 0.2%
Value $472K Shares 10,983 Est. Cost $18.00 Unrealized +117.8%
LLY ELI LILLY & CO 0.2%
Value $448K Shares 417 Est. Cost $850.25 Unrealized +12.4%
MG MISTRAS GROUP INC 0.2%
Value $443K Shares 35,016 Est. Cost $8.22 Unrealized +37.3%
ANET ARISTA NETWORKS INC 0.2%
Value $434K Shares 3,310 Est. Cost $137.66 Unrealized 0.0%
UA UNDER ARMOUR INC 0.2%
Value $432K Shares 90,021 Est. Cost $6.81 Unrealized -34.7%
WM WASTE MGMT INC DEL 0.2%
Value $416K Shares 1,893 Est. Cost $118.60 Unrealized +79.2%
WY WEYERHAEUSER CO MTN BE 0.2%
Value $406K Shares 17,147 Est. Cost $25.42 Unrealized -9.6%
HUBS HUBSPOT INC 0.2%
Value $405K Shares 1,010 Est. Cost $289.46 Unrealized +43.1%
DDOG DATADOG INC 0.2%
Value $390K Shares 2,866 Est. Cost $110.45 Unrealized +43.1%
CTRE CARETRUST REIT INC 0.2%
Value $388K Shares 10,735 Est. Cost $20.47 Unrealized
ISRG INTUITIVE SURGICAL INC 0.2%
Value $384K Shares 677 Est. Cost $309.78 Unrealized +71.9%
SAP SAP SE 0.2%
Value $380K Shares 1,566 Est. Cost $242.87 Unrealized
HD HOME DEPOT INC 0.2%
Value $375K Shares 1,089 Est. Cost $382.89 Unrealized -4.8%
SHW SHERWIN WILLIAMS CO 0.2%
Value $364K Shares 1,123 Est. Cost $322.15 Unrealized +3.7%
LNG CHENIERE ENERGY INC 0.2%
Value $361K Shares 1,856 Est. Cost $207.44 Unrealized +1.2%
NEE NEXTERA ENERGY INC 0.2%
Value $359K Shares 4,475 Est. Cost $82.50 Unrealized 0.0%
INSM INSMED INC 0.2%
Value $358K Shares 2,057 Est. Cost $73.95 Unrealized +146.8%
PWR QUANTA SVCS INC 0.2%
Value $357K Shares 846 Est. Cost $274.93 Unrealized +59.8%
MSI MOTOROLA SOLUTIONS INC 0.2%
Value $354K Shares 924 Est. Cost $451.95 Unrealized -11.3%
TLN TALEN ENERGY CORP 0.2%
Value $350K Shares 935 Est. Cost $361.29 Unrealized +7.6%
ELCV STRATEGY SHS 0.2%
Value $347K Shares 13,074 Est. Cost $25.75 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.2%
Value $346K Shares 19,960 Est. Cost $15.73 Unrealized +3.5%
FAST FASTENAL CO 0.2%
Value $346K Shares 8,620 Est. Cost $39.42 Unrealized +6.6%
FTDR FRONTDOOR INC 0.2%
Value $345K Shares 5,988 Est. Cost $53.63 Unrealized +9.7%
LAD LITHIA MTRS INC 0.2%
Value $339K Shares 1,021 Est. Cost $269.70 Unrealized +17.7%
KLAC KLA CORP 0.2%
Value $338K Shares 279 Est. Cost $810.76 Unrealized +44.5%
AJG GALLAGHER ARTHUR J & CO 0.2%
Value $320K Shares 1,236 Est. Cost $213.70 Unrealized +23.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $312K Shares 621 Est. Cost $461.73 Unrealized +7.8%
ETR ENTERGY CORP NEW 0.2%
Value $312K Shares 3,371 Est. Cost $82.08 Unrealized +15.2%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value $306K Shares 3,210 Est. Cost $87.97 Unrealized +11.4%
INOD INNODATA INC 0.2%
Value $298K Shares 5,857 Est. Cost $39.45 Unrealized +65.3%
RXRX RECURSION PHARMACEUTICALS IN 0.2%
Value $295K Shares 72,193 Est. Cost $7.32 Unrealized -32.4%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value $292K Shares 1,365 Est. Cost $224.60 Unrealized 0.0%
MDB MONGODB INC 0.1%
Value $283K Shares 675 Est. Cost $363.83 Unrealized 0.0%
TPSC TIMOTHY PLAN 0.1%
Value $282K Shares 6,797 Est. Cost $40.98 Unrealized
FERG FERGUSON ENTERPRISES INC 0.1%
Value $280K Shares 1,256 Est. Cost $203.43 Unrealized +17.0%
VGT VANGUARD WORLD FD 0.1%
Value $276K Shares 366 Est. Cost $621.80 Unrealized
OALC UNIFIED SER TR 0.1%
Value $267K Shares 7,523 Est. Cost $35.11 Unrealized
SHV ISHARES TR 0.1%
Value $265K Shares 2,410 Est. Cost $110.36 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value $263K Shares 676 Est. Cost $294.15 Unrealized +27.6%
SOVF ELEVATION SERIES TRUST 0.1%
Value $263K Shares 9,008 Est. Cost $29.18 Unrealized
CENT CENTRAL GARDEN & PET CO 0.1%
Value $262K Shares 8,140 Est. Cost $26.67 Unrealized +19.7%
COLD AMERICOLD REALTY TRUST INC 0.1%
Value $261K Shares 20,292 Est. Cost $28.65 Unrealized
OLN OLIN CORP 0.1%
Value $260K Shares 12,484 Est. Cost $21.11 Unrealized +1.6%
TRIN TRINITY CAP INC 0.1%
Value $255K Shares 17,394 Est. Cost $14.09 Unrealized 0.0%
OAIM UNIFIED SER TR 0.1%
Value $252K Shares 6,083 Est. Cost $40.34 Unrealized
AMSF AMERISAFE INC 0.1%
Value $249K Shares 6,475 Est. Cost $42.00 Unrealized -6.5%
DGII DIGI INTL INC 0.1%
Value $249K Shares 5,741 Est. Cost $30.59 Unrealized +30.9%
GBIL GOLDMAN SACHS ETF TR 0.1%
Value $246K Shares 2,460 Est. Cost $100.11 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value $240K Shares 512 Est. Cost $146.03 Unrealized +248.7%
DELL DELL TECHNOLOGIES INC 0.1%
Value $236K Shares 1,872 Est. Cost $140.75 Unrealized 0.0%
SSYS STRATASYS LTD 0.1%
Value $231K Shares 26,647 Est. Cost $15.58 Unrealized -36.4%
CYBERARK SOFTWARE LTD 0.1%
Value $225K Shares 504 Est. Cost $406.78 Unrealized
PCVX VAXCYTE INC 0.1%
Value $216K Shares 4,680 Est. Cost $44.73 Unrealized 0.0%
LBRT LIBERTY ENERGY INC 0.1%
Value $211K Shares 11,426 Est. Cost $16.71 Unrealized 0.0%
CLDX CELLDEX THERAPEUTICS INC NEW 0.1%
Value $210K Shares 7,728 Est. Cost $26.34 Unrealized 0.0%
DTM DT MIDSTREAM INC 0.1%
Value $203K Shares 1,700 Est. Cost $114.29 Unrealized 0.0%
ESLG STRATEGY SHS 0.1%
Value $176K Shares 7,068 Est. Cost $24.95 Unrealized
GIFI GULF IS FABRICATION INC 0.1%
Value $176K Shares 14,694 Est. Cost $4.68 Unrealized +115.0%
TPIF TIMOTHY PLAN 0.1%
Value $119K Shares 3,425 Est. Cost $32.98 Unrealized
ANGX ANGEL STUDIOS INC 0.1%
Value $117K Shares 25,088 Est. Cost $5.93 Unrealized 0.0%
TLF TANDY LEATHER FACTORY INC 0.1%
Value $117K Shares 42,559 Est. Cost $4.45 Unrealized -36.1%
ESSC STRATEGY SHS 0.1%
Value $108K Shares 4,188 Est. Cost $25.90 Unrealized
TLPH TALPHERA INC 0.0%
Value $92,577 Shares 81,208 Est. Cost $1.38 Unrealized -12.8%
ESLV STRATEGY SHS 0.0%
Value $79,116 Shares 3,121 Est. Cost $25.35 Unrealized
LCUT LIFETIME BRANDS INC 0.0%
Value $73,356 Shares 18,571 Est. Cost $6.73 Unrealized -46.3%
CENTA CENTRAL GARDEN & PET CO 0.0%
Value $59,463 Shares 2,037 Est. Cost $35.39 Unrealized -18.3%
IBD NORTHERN LTS FD TR IV 0.0%
Value $56,058 Shares 2,317 Est. Cost $24.25 Unrealized
AGEN AGENUS INC 0.0%
Value $34,744 Shares 11,065 Est. Cost $11.63 Unrealized -65.8%
OASC UNIFIED SER TR 0.0%
Value $24,296 Shares 825 Est. Cost $29.45 Unrealized
ISMD NORTHERN LTS FD TR IV 0.0%
Value $16,049 Shares 416 Est. Cost $34.97 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value $3,296 Shares 70 Est. Cost $51.36 Unrealized
FLRN SPDR SERIES TRUST 0.0%
Value $170 Shares 6 Est. Cost $28.00 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value $167 Shares 2 Est. Cost $81.29 Unrealized