VALLEY WEALTH MANAGERS, INC.

CIK

924166

Location

PARAMUS, NJ

Portfolio Value

Micro $62,574,758

Diversification

Diversified

Filing Date

Global Rank

#1,313 / 8,232 ▲ 130

Top Industry

Drug Manufacturers - General 5.7%

3Y Alpha vs SPY

+0.0%

Period ended 2 months ago

Filed May 6, 2026 · 39d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+76.3%

SPY

+76.3%

Annualised alpha

+0.0%

Max drawdown

−15.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

207 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

3.7%

−0.5 pts

Top 5

14.7%

−2.6 pts

Top 10

26.0%

−4.0 pts

HHI

177

Diversified−15

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.4%	$368,333,812	38
Financial Services	13.0%	$162,356,733	40
Healthcare	11.9%	$148,522,539	22
Communication Services	11.0%	$137,088,917	12
Consumer Cyclical	10.3%	$129,021,927	21
Industrials	8.1%	$100,814,251	23
Energy	5.2%	$65,016,956	14
Consumer Defensive	5.0%	$62,574,758	13
Real Estate	2.6%	$33,140,598	5
Basic Materials	2.5%	$31,823,428	10
Utilities	0.8%	$9,940,513	5
Unclassified	0.2%	$2,871,198	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
STWD	Starwood Property Trust, Inc.	+240,312	1,157,515	$19,932,408
PFE	Pfizer Inc	+207,642	948,832	$26,643,201
MDT	Medtronic plc	+51,122	51,430	$4,456,408
VICI	Vici Properties Inc.	+46,759	147,449	$4,028,306
META	Meta Platforms, Inc.	+33,631	38,714	$22,149,440
KR	Kroger Co	+27,054	343,728	$24,872,156
ADP	Automatic Data Processing Inc	+21,091	23,385	$4,751,363
VZ	Verizon Communications Inc	+20,033	592,575	$29,747,264
MET	Metlife Inc	+13,904	314,184	$22,219,091
ORCL	Oracle Corp	+12,308	133,931	$19,702,588
DELL	Dell Technologies Inc.	+9,590	169,973	$27,897,666
PGR	Progressive Corp/Oh/	+9,030	100,635	$19,949,880
TMUS	T-Mobile US, Inc.	+8,833	104,570	$21,962,836
VRT	Vertiv Holdings Co	+6,599	8,991	$2,252,964
SSNC	SS&C Technologies Holdings Inc	+6,590	237,292	$16,033,819
CI	Cigna Group	+4,090	67,780	$18,080,314
T	At&T Inc.	+3,129	173,495	$5,029,620
NVDA	Nvidia Corp	+3,106	38,876	$6,779,974
HON	Honeywell International Inc	+2,953	116,969	$26,438,501
CMCSA	Comcast Corp	+2,814	145,828	$4,186,721
EOG	Eog Resources Inc	+2,429	35,434	$5,122,693
PG	PROCTER & GAMBLE Co	+2,339	30,534	$4,410,330
NOW	ServiceNow, Inc.	+2,142	6,211	$649,360
PRU	Prudential Financial Inc	+1,450	34,358	$3,356,432
TROW	Price T Rowe Group Inc	+1,282	45,416	$4,093,798
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DOX	Amdocs Ltd	−179,552	45,966	$2,999,740
TPR	Tapestry, Inc.	−68,222	189,609	$26,755,725
STX	Seagate Technology Holdings plc	−63,817	68,629	$26,886,095
GLW	Corning Inc /Ny	−58,871	306,483	$41,672,492
GOOGL	Alphabet Inc.	−32,613	97,848	$28,137,170
MS	Morgan Stanley	−27,722	165,975	$27,314,505
JNJ	Johnson & Johnson	−23,789	3,125	$763,875
AVGO	Broadcom Inc.	−21,408	115,022	$35,600,458
CFG	Citizens Financial Group Inc/Ri	−18,999	472,584	$28,340,861
SOLS	Solstice Advanced Materials Inc.	−18,699	1,831	$139,448
AMGN	Amgen Inc	−15,907	69,051	$24,295,593
HAS	Hasbro, Inc.	−11,680	320,301	$29,980,172
CSCO	Cisco Systems, Inc.	−11,664	384,452	$29,829,630
AAPL	Apple Inc.	−9,165	183,348	$46,531,887
COR	Cencora, Inc.	−8,819	77,025	$24,196,632
QCOM	Qualcomm Inc/De	−8,579	31,430	$4,047,554
ROST	Ross Stores, Inc.	−7,581	125,853	$27,263,534
USB	US Bancorp De	−5,301	90,273	$4,695,098
CVX	Chevron Corp	−4,329	120,922	$25,018,760
STT	State Street Corp	−3,619	39,833	$5,041,264
GILD	Gilead Sciences, Inc.	−2,691	35,962	$5,012,023
HUBB	Hubbell Inc	−2,535	53,916	$26,458,736
CRM	Salesforce, Inc.	−2,200	74,704	$13,944,994
ACN	Accenture plc	−2,193	75,916	$15,053,382
MRK	Merck & Co., Inc.	−2,117	47,344	$5,695,009
No positions match the current search.

New Positions

Positions the filer opened this quarter

22 positions

Ticker	Company	Shares	Value
ESI	Element Solutions Inc	774,648	$26,446,481
KDP	Keurig Dr Pepper Inc.	680,797	$17,925,384
EMN	Eastman Chemical Co	60,571	$4,622,777
UNH	Unitedhealth Group Inc	16,852	$4,559,982
AMT	American Tower Corp /Ma/	25,862	$4,463,263
KMB	Kimberly Clark Corp	45,525	$4,391,796
C	Citigroup Inc	1,178	$133,596
NMM	Navios Maritime Partners L.P.	930	$62,756
WDC	Western Digital Corp	120	$32,458
CMBT	Cmb.Tech NV	2,565	$32,447
PFG	Principal Financial Group Inc	300	$27,033
CSW	Csw Industrials, Inc.	100	$26,058
SNDK	Sandisk Corp	40	$25,413
BIDU	Baidu, Inc.	210	$23,398
JD	JD.com, Inc.	700	$20,699
BILI	Bilibili Inc.	500	$11,280
METC	Ramaco Resources, Inc.	600	$9,276
VNOM	Viper Energy, Inc.	100	$4,699
BP	Bp PLC	32	$1,504
FANG	Diamondback Energy, Inc.	2	$395
HYLN	Hyliion Holdings Corp.	200	$352
COF	Capital One Financial Corp	1	$182
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
PYPL	PayPal Holdings, Inc.	199,658	$11,656,033
GIS	General Mills Inc	90,843	$4,224,199
LYB	LyondellBasell Industries N.V.	57,428	$2,486,632
HPQ	Hp Inc	106,898	$2,381,686
CAT	Caterpillar Inc	290	$166,132
FG	F&G Annuities & Life, Inc.	4,057	$125,157
ELV	Elevance Health, Inc.	175	$61,346
ASML	Asml Holding NV	53	$56,702
EMR	Emerson Electric Co	391	$51,893
EBAY	Ebay Inc	553	$48,166
TSCO	Tractor Supply Co /De/	640	$32,006
INGR	Ingredion Inc	192	$21,169
SON	Sonoco Products Co	475	$20,729
CRCL	Circle Internet Group, Inc.	229	$18,159
LH	Labcorp Holdings Inc.	72	$18,063
TAP	Molson Coors Beverage Co	369	$17,224
LKQ	Lkq Corp	409	$12,351
TSM	Taiwan Semiconductor Manufacturing Co Ltd	38	$11,547
SWK	Stanley Black & Decker, Inc.	150	$11,142
SPOT	Spotify Technology S.A.	12	$6,968
SE	Sea Ltd	53	$6,761
IAU	Ishares Gold Trust	82	$6,655
BHP	BHP Group Ltd	96	$5,795
CE	Celanese Corp	132	$5,580
SAP	Sap SE	22	$5,344
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

13 positions · $62,574,758 total · Consumer Defensive only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
KR	Kroger Co Consumer Defensive	Added	343,728	+27,054	$24,872,156	+25.7%	39.75%
KDP	Keurig Dr Pepper Inc. Consumer Defensive	NEW	680,797	NEW	$17,925,384	NEW	28.65%
PEP	Pepsico Inc Consumer Defensive	Added	30,703	+1,064	$4,767,868	+12.1%	7.62%
KO	Coca Cola Co Consumer Defensive	Added	62,691	+680	$4,767,649	+10.0%	7.62%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	30,534	+2,339	$4,410,330	+9.1%	7.05%
KMB	Kimberly Clark Corp Consumer Defensive	NEW	45,525	NEW	$4,391,796	NEW	7.02%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	975	-37	$971,519	+11.3%	1.55%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,450	-291	$304,486	−0.3%	0.49%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	525	-136	$86,803	−18.1%	0.14%
MO	Altria Group, Inc. Consumer Defensive	Held	718	0	$47,380	+14.4%	0.08%
STZ	Constellation Brands, Inc. Consumer Defensive	Held	100	0	$15,000	+8.7%	0.02%
SYY	Sysco Corp Consumer Defensive	Reduced	200	-200	$14,266	−51.6%	0.02%
TGT	Target Corp Consumer Defensive	Reduced	1	-66	$121	−98.2%	0.00%