Institutions / Valicenti Advisory Services Inc

Valicenti Advisory Services Inc

CIK 1080201 · Institution · as of Mar 31, 2026
Portfolio value
$458.9K
Positions
84
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$458.9K-4.0%
$477.9K$468.4K$458.9KQ4 '25Q1 '26

Positions

84+5.0%
848280Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 84 →
CompanyClassValueShares% of portfolio
Schwab US Large-Cap$36.1K1,408,1547.9%
Apple Inc.$27.2K107,1965.9%
Amazon.com Inc$22.6K108,6304.9%
Alphabet Inc.$21.2K73,5644.6%
Microsoft Corp$20.1K54,3234.4%
JPMorgan U.S. Quality Factor E$17.7K288,9713.9%
Corning Inc /Ny$16.5K121,7103.6%
JPMORGAN CHASE & CO$15.7K53,3543.4%
Schwab US Broad Market ETF$15.0K597,1073.3%
Walmart Inc.$14.9K119,5173.2%
Broadcom Inc$14.3K46,0773.1%
RTX Corp$13.7K71,1633.0%
Intuitive Surgical Inc$13.7K29,7283.0%
Advanced Micro Devices Inc$11.5K56,5302.5%
Chevron Corp$10.1K48,9682.2%
Warren E. Buffett$9.7K20,2212.1%
Verizon Communications Inc$9.1K181,5192.0%
Visa Inc Cl a$8.6K28,3691.9%
NVIDIA Corp$8.4K48,0931.8%
Vanguard Mega Cap Growth Index$7.6K20,7331.7%
Pepsico Inc$7.4K47,8441.6%
Northrop Grumman Corp$6.9K10,1691.5%
Astrazeneca PLC F$6.2K31,1851.3%
Costco Wholesale Corp /New$5.3K5,3091.2%
iShares US Medical Devices ETF$5.0K94,5551.1%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
Trim808524805$-9.9K-402K
-71.47%
160,494
0.87% of portfolio
low
Q1 2026
as of
ExitNewmont Corp$-8.4K-84K
-100.00%
low
Q1 2026
as of
NewG0593M107$6.2K+31K
31,185
1.34% of portfolio
low
Q1 2026
as of
Exit046353108$-5.7K-62K
-100.00%
low
Q1 2026
as of
Add46641Q761$3.8K+62K
+27.19%
288,971
3.86% of portfolio
low
Q1 2026
as of
New78464A698$3.0K+46K
45,595
0.65% of portfolio
low
Q1 2026
as of
TrimCorning Inc /Ny$-2.7K-20K
-14.13%
121,710
3.61% of portfolio
low
Q1 2026
as of
AddZscaler, Inc.$2.7K+19K
+132.06%
33,365
1.02% of portfolio
low
Q1 2026
as of
TrimChevron Corp$-2.1K-10K
-17.49%
48,968
2.21% of portfolio
low
Q1 2026
as of
New464288794$2.1K+13K
12,960
0.46% of portfolio
low