Institutions / Valmark Advisers, Inc. / Activity
Activity — Valmark Advisers, Inc.
52 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | 87283Q826 Common stock | $3.76M | +102K | 102,453 0.04% of portfolio | low |
| Q1 2026 as of | New | 25434V807 Common stock | $3.55M | +67K | 67,231 0.04% of portfolio | low |
| Q1 2026 as of | New | 46641Q670 Common stock | $2.58M | +55K | 54,839 0.03% of portfolio | low |
| Q1 2026 as of | New | 02072L607 Common stock | $2.19M | +40K | 40,023 0.03% of portfolio | low |
| Q1 2026 as of | New | 25434V732 Common stock | $911.9K | +26K | 26,395 0.01% of portfolio | low |
| Q1 2026 as of | New | 78433H501 Common stock | $887.6K | +18K | 17,831 0.01% of portfolio | low |
| Q1 2026 as of | New | Borgwarner Inc Common stock | $810.3K | +15K | 14,934 <0.01% of portfolio | low |
| Q1 2026 as of | New | 78433H634 Common stock | $734.0K | +15K | 15,485 <0.01% of portfolio | low |
| Q1 2026 as of | New | 14021T102 Common stock | $542.8K | +16K | 16,393 <0.01% of portfolio | low |
| Q1 2026 as of | New | 808524672 Common stock | $538.2K | +17K | 17,000 <0.01% of portfolio | low |
| Q1 2026 as of | New | Comfort Systems USA Inc Common stock | $479.9K | +348 | 348 <0.01% of portfolio | low |
| Q1 2026 as of | New | Carpenter Technology Corp Common stock | $460.0K | +1K | 1,167 <0.01% of portfolio | low |
| Q1 2026 as of | New | Johnson Controls International plc Common stock | $445.4K | +3K | 3,401 <0.01% of portfolio | low |
| Q1 2026 as of | New | Trane Technologies plc Common stock | $425.9K | +1K | 1,022 <0.01% of portfolio | low |
| Q1 2026 as of | New | 922908595 Common stock | $405.3K | +1K | 1,341 <0.01% of portfolio | low |
| Q1 2026 as of | New | 46438G372 Common stock | $404.9K | +16K | 15,793 <0.01% of portfolio | low |
| Q1 2026 as of | New | Quanta Services Inc Common stock | $402.4K | +733 | 733 <0.01% of portfolio | low |
| Q1 2026 as of | New | 025072802 Common stock | $394.7K | +4K | 3,953 <0.01% of portfolio | low |
| Q1 2026 as of | New | Ciena Corp Common stock | $374.3K | +964 | 964 <0.01% of portfolio | low |
| Q1 2026 as of | New | AtriCure Inc Common stock | $373.2K | +13K | 13,080 <0.01% of portfolio | low |
| Q1 2026 as of | New | 46138E339 Common stock | $355.0K | +3K | 3,166 <0.01% of portfolio | low |
| Q1 2026 as of | New | Teradyne, Inc Common stock | $353.4K | +1K | 1,192 <0.01% of portfolio | low |
| Q1 2026 as of | New | Argan, Inc. Common stock | $345.3K | +634 | 634 <0.01% of portfolio | low |
| Q1 2026 as of | New | Bloom Energy Corp Common stock | $304.7K | +2K | 2,249 <0.01% of portfolio | low |
| Q1 2026 as of | New | 78433H543 Common stock | $297.4K | +6K | 6,100 <0.01% of portfolio | low |
| Q1 2026 as of | New | Vertiv Holdings Co Common stock | $295.2K | +1K | 1,178 <0.01% of portfolio | low |
| Q1 2026 as of | New | First Horizon Corp Common stock | $291.3K | +13K | 12,798 <0.01% of portfolio | low |
| Q1 2026 as of | New | 464288679 Common stock | $288.6K | +3K | 2,615 <0.01% of portfolio | low |
| Q1 2026 as of | New | 92206C870 Common stock | $287.4K | +3K | 3,474 <0.01% of portfolio | low |
| Q1 2026 as of | New | Public Storage Common stock | $279.6K | +1K | 1,032 <0.01% of portfolio | low |
| Q1 2026 as of | New | 464287606 Common stock | $270.7K | +3K | 2,690 <0.01% of portfolio | low |
| Q1 2026 as of | New | 055622104 Common stock | $259.9K | +6K | 5,529 <0.01% of portfolio | low |
| Q1 2026 as of | New | 46435U556 Common stock | $259.1K | +6K | 5,569 <0.01% of portfolio | low |
| Q1 2026 as of | New | Constellation Energy Corp Common stock | $257.7K | +923 | 923 <0.01% of portfolio | low |
| Q1 2026 as of | New | 464287341 Common stock | $244.0K | +4K | 4,235 <0.01% of portfolio | low |
| Q1 2026 as of | New | Valero Energy Corp Common stock | $241.4K | +977 | 977 <0.01% of portfolio | low |
| Q1 2026 as of | New | Schwab Charles Corp Common stock | $240.2K | +3K | 2,556 <0.01% of portfolio | low |
| Q1 2026 as of | New | USA Liberty All Star Equity Fund Closed-End Fund | $235.9K | +42K | 42,497 <0.01% of portfolio | low |
| Q1 2026 as of | New | 46431W838 Common stock | $234.8K | +5K | 4,664 <0.01% of portfolio | low |
| Q1 2026 as of | New | 78464A631 Common stock | $233.1K | +918 | 918 <0.01% of portfolio | low |
| Q1 2026 as of | New | 921935870 Common stock | $232.1K | +2K | 2,295 <0.01% of portfolio | low |
| Q1 2026 as of | New | 46138G698 Common stock | $230.7K | +2K | 2,008 <0.01% of portfolio | low |
| Q1 2026 as of | New | Dell Technologies Inc. Common stock | $220.6K | +1K | 1,344 <0.01% of portfolio | low |
| Q1 2026 as of | New | 37733W204 Common stock | $215.6K | +4K | 3,907 <0.01% of portfolio | low |
| Q1 2026 as of | New | 46138J577 Common stock | $215.3K | +12K | 11,539 <0.01% of portfolio | low |
| Q1 2026 as of | New | 780259305 Common stock | $215.1K | +2K | 2,313 <0.01% of portfolio | low |
| Q1 2026 as of | New | 33733E500 Common stock | $213.2K | +5K | 4,587 <0.01% of portfolio | low |
| Q1 2026 as of | New | Oil-Dri Corp of America Common stock | $212.5K | +3K | 3,264 <0.01% of portfolio | low |
| Q1 2026 as of | New | VeriSign Inc Common stock | $207.1K | +834 | 834 <0.01% of portfolio | low |
| Q1 2026 as of | New | Onto Innovation Inc. Common stock | $205.1K | +1K | 1,000 <0.01% of portfolio | low |