Skip to main content

Valley Wealth Managers, Inc.

13F filer · CIK 0000924166
Reported Aug 4, 2026
13F portfolio value$1.73BU.S. long equity reported on 13F
Positions230Not reported new · Not reported closed
Net flow last quarterNot reportedBuys minus sells
Top 10 positions weight24.9%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 4, 2026230 positions
STXSeagate Technology Holdings plc$55.6M3.21%0.03%-16.0%Q4 2016
AAPLApple Inc.$53.4M3.08%0.00%+0.6%Q2 2013
DELLDell Technologies Inc.$45.1M2.61%0.02%-38.5%Q1 2019
GLWCorning Inc$44.7M2.58%0.02%-42.9%Q2 2013
CSCOCisco Systems, Inc.$44M2.54%0.01%-2.6%Q2 2013
AVGOBroadcom Inc.$42M2.43%0.00%-3.3%Q4 2016
AIQAlliance HealthCare Services, Inc$40.6M2.34%5.71%-17.4%Q3 2023
ESIElement Solutions Inc$36.4M2.10%0.31%-1.7%Q1 2026
MSMorgan Stanley$34.7M2.01%0.01%+0.2%Q4 2020
GOOGLAlphabet Inc.$34.6M2.00%0.00%-1.0%Q2 2016
DALDelta Air Lines, Inc.$34.5M1.99%0.06%-0.4%Q3 2024
CFGCitizens Financial Group Inc$31.5M1.82%0.11%-5.0%Q1 2023
TPRTapestry, Inc.$28.1M1.62%0.10%+1.2%Q4 2020
MSFTMicrosoft Corp$28.1M1.62%0.00%-0.2%Q2 2013
HUBBHubbell Inc$28.1M1.62%0.10%-0.5%Q1 2020
METMetlife Inc$27.2M1.57%0.05%+2.3%Q1 2015
HASHasbro, Inc.$27M1.56%0.23%+2.2%Q1 2025
ROSTRoss Stores, Inc.$26.4M1.53%0.04%-1.3%Q2 2013
AIZAssurant, Inc.$26.4M1.53%0.20%+1.5%Q1 2019
AMGNAmgen Inc$25.5M1.47%0.01%+2.0%Q2 2013
VRTXVertex Pharmaceuticals Inc / Ma$25.5M1.47%0.02%+2.4%Q4 2016
VZVerizon Communications Inc$25.4M1.47%0.01%+1.1%Q2 2013
NXSTNexstar Media Group, Inc.$24.9M1.44%0.45%+5.6%Q3 2025
PFEPfizer Inc$24.4M1.41%0.02%+6.9%Q2 2013
INGMIngram Micro Holding Corp$24.1M1.40%0.37%NewQ2 2026
METAMeta Platforms, Inc.$23.4M1.35%Not reported+7.2%Q2 2016
KDPKeurig Dr Pepper Inc.$23.1M1.33%0.05%+3.5%Q1 2026
CORCencora, Inc.$22.9M1.32%0.04%+5.1%Q2 2013
PGRProgressive Corp$22.9M1.32%0.02%+4.0%Q1 2019
DRIDarden Restaurants Inc$21.7M1.25%0.09%+2.3%Q2 2013
ORCLOracle Corp$20.6M1.19%0.00%+4.9%Q2 2013
CVXChevron Corp$20.2M1.17%0.01%+0.7%Q2 2013
NFGNational Fuel Gas Co$20.1M1.16%0.27%+6.5%Q2 2020
CRMSalesforce, Inc.$20.1M1.16%0.02%+71.4%Q4 2022
CACICaci International Inc$19.9M1.15%0.19%+1.9%Q4 2020
KRKroger Co$19.7M1.14%0.06%+3.3%Q2 2013
TMUST-Mobile US, Inc.$18.4M1.06%0.01%+5.0%Q1 2018
STWDStarwood Property Trust, Inc.$18M1.04%0.30%-5.1%Q3 2016
SSNCSS&C Technologies Holdings Inc$15.8M0.91%0.11%+7.1%Q1 2019
SHLDSears Holdings Corp$14.5M0.84%0.22%+25.6%Q1 2025
HONHoneywell International Inc$13.3M0.77%0.02%+1.9%Q2 2013
HONAHoneywell Aerospace Inc.$13.2M0.76%Not reported+1.8%Q2 2026
ACNAccenture plc$10.9M0.63%0.01%+15.1%Q2 2013
TXNTexas Instruments Inc$8.46M0.49%0.00%+6.8%Q4 2016
NVDANvidia Corp$7.39M0.43%0.00%-5.0%Q1 2019
UNHUnitedhealth Group Inc$7.01M0.41%0.00%+0.1%Q1 2016
RRyder System Inc$6.98M0.40%0.07%-0.7%Q4 2025
ABBVAbbVie Inc.$6.93M0.40%0.00%+3.7%Q2 2013
JPMJPMorgan Chase & Co$6.76M0.39%0.00%+0.7%Q2 2013
STTState Street Corp$6.73M0.39%0.01%-0.5%Q3 2022
Q1 2026Reported May 6, 2026218 positions
AAPLApple Inc.$46.5M3.00%0.00%-4.8%Q2 2013
GLWCorning Inc$41.7M2.68%0.04%-16.1%Q2 2013
AVGOBroadcom Inc.$35.6M2.29%0.00%-15.7%Q4 2016
AIQAlliance HealthCare Services, Inc$35M2.25%6.91%+15.0%Q3 2023
HASHasbro, Inc.$30M1.93%0.23%-3.5%Q1 2025
CSCOCisco Systems, Inc.$29.8M1.92%0.01%-2.9%Q2 2013
VZVerizon Communications Inc$29.7M1.92%0.01%+3.5%Q2 2013
CFGCitizens Financial Group Inc$28.3M1.82%0.11%-3.9%Q1 2023
GOOGLAlphabet Inc.$28.1M1.81%0.00%-25.0%Q2 2016
DELLDell Technologies Inc.$27.9M1.80%0.03%+6.0%Q1 2019
MSFTMicrosoft Corp$27.9M1.80%0.00%+0.6%Q2 2013
MSMorgan Stanley$27.3M1.76%0.01%-14.3%Q4 2020
ROSTRoss Stores, Inc.$27.3M1.76%0.04%-5.7%Q2 2013
STXSeagate Technology Holdings plc$26.9M1.73%0.03%-48.2%Q4 2016
TPRTapestry, Inc.$26.8M1.72%0.09%-26.5%Q4 2020
PFEPfizer Inc$26.6M1.72%0.02%+28.0%Q2 2013
HUBBHubbell Inc$26.5M1.70%0.10%-4.5%Q1 2020
ESIElement Solutions Inc$26.4M1.70%0.32%NewQ1 2026
HONHoneywell International Inc$26.4M1.70%0.02%+2.6%Q2 2013
CVXChevron Corp$25M1.61%0.01%-3.5%Q2 2013
KRKroger Co$24.9M1.60%0.06%+8.5%Q2 2013
DALDelta Air Lines, Inc.$24.6M1.58%0.06%0.0%Q3 2024
AMGNAmgen Inc$24.3M1.56%0.01%-18.7%Q2 2013
CORCencora, Inc.$24.2M1.56%0.04%-10.3%Q2 2013
NXSTNexstar Media Group, Inc.$23.9M1.54%0.43%-0.3%Q3 2025
NFGNational Fuel Gas Co$22.9M1.48%0.26%+0.5%Q2 2020
CACICaci International Inc$22.9M1.48%0.19%-2.9%Q4 2020
VRTXVertex Pharmaceuticals Inc / Ma$22.4M1.44%0.02%-1.6%Q4 2016
METMetlife Inc$22.2M1.43%0.05%+4.6%Q1 2015
METAMeta Platforms, Inc.$22.1M1.43%Not reported+661.6%Q2 2016
TMUST-Mobile US, Inc.$22M1.41%0.01%+9.2%Q1 2018
AIZAssurant, Inc.$21.1M1.36%0.20%+0.1%Q1 2019
DRIDarden Restaurants Inc$20.2M1.30%0.09%+1.0%Q2 2013
PGRProgressive Corp$19.9M1.28%0.02%+9.9%Q1 2019
STWDStarwood Property Trust, Inc.$19.9M1.28%0.31%+26.2%Q3 2016
ORCLOracle Corp$19.7M1.27%0.00%+10.1%Q2 2013
CICigna Group$18.1M1.16%0.03%+6.4%Q2 2017
KDPKeurig Dr Pepper Inc.$17.9M1.15%0.05%NewQ1 2026
SSNCSS&C Technologies Holdings Inc$16M1.03%0.10%+2.9%Q1 2019
ACNAccenture plc$15.1M0.97%0.01%-2.8%Q2 2013
CRMSalesforce, Inc.$13.9M0.90%0.01%-2.9%Q4 2022
SHLDSears Holdings Corp$13.7M0.88%0.18%+16.6%Q1 2025
NVDANvidia Corp$6.78M0.44%0.00%+8.7%Q1 2019
XOMExxonMobil Holdings Corp$6.18M0.40%0.00%-4.4%Q2 2013
JPMJPMorgan Chase & Co$6.03M0.39%0.00%-2.7%Q2 2013
ABBVAbbVie Inc.$5.78M0.37%0.00%+1.4%Q2 2013
MRKMerck & Co., Inc.$5.69M0.37%0.00%-4.3%Q4 2013
KMIKinder Morgan, Inc.$5.53M0.36%0.01%+0.4%Q2 2016
RRyder System Inc$5.46M0.35%0.07%+1.4%Q4 2025
AMZNAmazon Com Inc$5.39M0.35%0.00%+0.3%Q2 2016
Q4 2025Reported Feb 4, 2026250 positions
AAPLApple Inc.$52.3M3.35%0.00%+0.1%Q2 2013
AVGOBroadcom Inc.$47.2M3.03%0.00%-1.7%Q4 2016
GOOGLAlphabet Inc.$40.8M2.62%0.00%-3.8%Q2 2016
STXSeagate Technology Holdings plc$36.5M2.34%0.06%-5.3%Q4 2016
MSFTMicrosoft Corp$36.2M2.32%0.00%+2.6%Q2 2013
MSMorgan Stanley$34.4M2.20%0.01%-0.9%Q4 2020
AIQAlliance HealthCare Services, Inc$33.1M2.12%6.01%+1.2%Q3 2023
TPRTapestry, Inc.$32.9M2.11%0.13%-1.3%Q4 2020
GLWCorning Inc$32M2.05%0.04%-3.5%Q2 2013
CSCOCisco Systems, Inc.$30.5M1.96%0.01%+0.5%Q2 2013
CORCencora, Inc.$29M1.86%0.04%0.0%Q2 2013
CFGCitizens Financial Group Inc$28.7M1.84%0.11%-1.2%Q1 2023
AMGNAmgen Inc$27.8M1.78%0.02%+0.7%Q2 2013
HASHasbro, Inc.$27.2M1.74%0.24%+1.4%Q1 2025
NXSTNexstar Media Group, Inc.$26.9M1.72%0.44%+22.4%Q3 2025
DALDelta Air Lines, Inc.$25.7M1.64%0.06%-0.4%Q3 2024
HUBBHubbell Inc$25.1M1.61%0.11%+1.0%Q1 2020
ROSTRoss Stores, Inc.$24M1.54%0.04%+0.6%Q2 2013
ORCLOracle Corp$23.7M1.52%0.00%+21.6%Q2 2013
METMetlife Inc$23.7M1.52%0.05%+3.7%Q1 2015
VZVerizon Communications Inc$23.3M1.49%0.01%+5.8%Q2 2013
AIZAssurant, Inc.$23.3M1.49%0.19%+1.0%Q1 2019
CACICaci International Inc$23.1M1.48%0.20%-6.0%Q4 2020
VRTXVertex Pharmaceuticals Inc / Ma$23.1M1.48%0.02%+2.3%Q4 2016
HONHoneywell International Inc$22.2M1.43%0.02%+33.9%Q2 2013
ACNAccenture plc$21M1.34%0.01%+2.4%Q2 2013
PGRProgressive Corp$20.9M1.34%0.02%+1.9%Q1 2019
CRMSalesforce, Inc.$20.4M1.31%0.01%-5.1%Q4 2022
DELLDell Technologies Inc.$20.2M1.29%0.02%+0.1%Q1 2019
SSNCSS&C Technologies Holdings Inc$20.2M1.29%0.10%+2.2%Q1 2019
KRKroger Co$19.8M1.27%0.05%Not reportedQ2 2013
NFGNational Fuel Gas Co$19.5M1.25%0.26%+3.3%Q2 2020
TMUST-Mobile US, Inc.$19.4M1.25%0.01%+6.2%Q1 2018
CVXChevron Corp$19.1M1.22%0.01%-13.4%Q2 2013
DRIDarden Restaurants Inc$18.7M1.20%0.09%+4.8%Q2 2013
PFEPfizer Inc$18.5M1.18%0.01%-7.8%Q2 2013
DOXAmdocs Ltd$18.2M1.16%0.21%-3.4%Q4 2021
CICigna Group$17.5M1.12%0.02%+3.1%Q2 2017
STWDStarwood Property Trust, Inc.$16.5M1.06%0.25%-16.6%Q3 2016
PYPLPayPal Holdings, Inc.$11.7M0.75%0.02%-12.9%Q1 2019
SHLDSears Holdings Corp$10.8M0.69%0.15%+7.2%Q1 2025
QCOMQualcomm Inc$6.84M0.44%0.00%+6.1%Q2 2013
JPMJPMorgan Chase & Co$6.78M0.43%0.00%-3.0%Q2 2013
NVDANvidia Corp$6.67M0.43%0.00%+10.0%Q1 2019
ABBVAbbVie Inc.$5.98M0.38%0.00%0.0%Q2 2013
AMZNAmazon Com Inc$5.96M0.38%0.00%+9.5%Q2 2016
STTState Street Corp$5.61M0.36%0.02%-3.6%Q3 2022
JNJJohnson & Johnson$5.57M0.36%0.00%-1.5%Q2 2013
IBMInternational Business Machines Corp$5.46M0.35%0.00%-2.4%Q2 2013
NTAPNetApp, Inc.$5.28M0.34%0.02%+1.6%Q2 2020
Q3 2025Reported Nov 3, 2025211 positions
AAPLApple Inc.$49M3.24%0.00%+0.4%Q2 2013
AVGOBroadcom Inc.$45.8M3.03%0.00%-2.7%Q4 2016
MSFTMicrosoft Corp$37.8M2.50%0.00%+1.4%Q2 2013
STXSeagate Technology Holdings plc$33M2.18%0.07%-14.7%Q4 2016
GOOGLAlphabet Inc.$33M2.18%0.00%-0.8%Q2 2016
AIQAlliance HealthCare Services, Inc$31.8M2.10%5.94%+2.6%Q3 2023
MSMorgan Stanley$31.1M2.05%0.01%-1.5%Q4 2020
GLWCorning Inc$31.1M2.05%0.04%-6.4%Q2 2013
TPRTapestry, Inc.$29.6M1.96%0.13%-2.3%Q4 2020
ORCLOracle Corp$28.1M1.86%0.00%-32.8%Q2 2013
CSCOCisco Systems, Inc.$27M1.78%0.01%+0.5%Q2 2013
CORCencora, Inc.$26.8M1.77%0.04%-0.6%Q2 2013
CFGCitizens Financial Group Inc$26.4M1.75%0.12%-2.1%Q1 2023
HASHasbro, Inc.$24.8M1.64%0.23%-18.5%Q1 2025
HUBBHubbell Inc$24.1M1.59%0.11%-1.2%Q1 2020
METMetlife Inc$23.9M1.58%0.04%+1.7%Q1 2015
AMGNAmgen Inc$23.8M1.57%0.02%+1.7%Q2 2013
VZVerizon Communications Inc$23.8M1.57%0.01%+0.4%Q2 2013
CACICaci International Inc$23M1.52%0.21%-0.7%Q4 2020
DELLDell Technologies Inc.$22.7M1.50%0.02%-0.3%Q1 2019
CVXChevron Corp$22.5M1.48%0.01%+1.0%Q2 2013
PGRProgressive Corp$22.2M1.47%0.02%+0.9%Q1 2019
NFGNational Fuel Gas Co$21.7M1.44%0.26%+0.2%Q2 2020
TMUST-Mobile US, Inc.$21.6M1.43%0.01%-0.5%Q1 2018
NXSTNexstar Media Group, Inc.$21.4M1.41%0.36%NewQ3 2025
STWDStarwood Property Trust, Inc.$21.3M1.41%0.30%+0.5%Q3 2016
DALDelta Air Lines, Inc.$21.1M1.39%0.06%Not reportedQ3 2024
AIZAssurant, Inc.$20.8M1.37%0.19%+0.9%Q1 2019
SONSonoco Products Co$20.7M1.37%0.49%-2.0%Q2 2013
PFEPfizer Inc$20.5M1.35%0.01%-0.4%Q2 2013
ROSTRoss Stores, Inc.$20.2M1.34%0.04%+1.0%Q2 2013
SSNCSS&C Technologies Holdings Inc$20M1.32%0.09%-0.6%Q1 2019
VRTXVertex Pharmaceuticals Inc / Ma$19.5M1.29%0.02%+2.3%Q4 2016
CRMSalesforce, Inc.$19.2M1.27%0.01%Not reportedQ4 2022
DOXAmdocs Ltd$19.2M1.27%0.22%-3.6%Q4 2021
ACNAccenture plc$18.8M1.24%0.01%+33.6%Q2 2013
DRIDarden Restaurants Inc$18.5M1.22%0.08%+1.0%Q2 2013
HONHoneywell International Inc$17.9M1.18%0.01%+1.6%Q2 2013
CICigna Group$17.8M1.18%0.02%+1.0%Q2 2017
PYPLPayPal Holdings, Inc.$15.4M1.02%0.02%+0.7%Q1 2019
SHLDSears Holdings Corp$10.9M0.72%0.14%+57.5%Q1 2025
TAPMolson Coors Beverage Co$9.86M0.65%Not reported-31.3%Q1 2025
JPMJPMorgan Chase & Co$6.84M0.45%0.00%-0.1%Q2 2013
QCOMQualcomm Inc$6.28M0.41%0.00%+7.2%Q2 2013
NVDANvidia Corp$6.07M0.40%0.00%+11.8%Q1 2019
ABBVAbbVie Inc.$6.06M0.40%0.00%+2.3%Q2 2013
CATCaterpillar Inc$5.91M0.39%0.00%-1.0%Q1 2015
NTAPNetApp, Inc.$5.75M0.38%0.02%+1.4%Q2 2020
IBMInternational Business Machines Corp$5.33M0.35%0.00%+2.5%Q2 2013
STTState Street Corp$5.23M0.35%0.02%+0.2%Q3 2022
Premium opens every quarter this fund has filed

Not investment advice. We make every effort to keep the information on SpoorBase accurate, but errors may occur. SpoorBase does not guarantee the accuracy or completeness of any data, and any use of the information is at the user’s sole responsibility. Valuation multiples are calculated by SpoorBase and may contain errors. See Disclosures. © 2026 SpoorBase. All rights reserved.