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Values First Advisors, Inc.

CIK
1913608
City
JOHNSON CITY
State / Country
TN

Top Portfolio Positions

145 positions · $129,850,709 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in LCUT

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $109,639 19,101
2025-12-31 $73,355 18,571
2025-09-30 $86,324 22,306
2025-06-30 $114,903 22,530
2025-03-31 $107,690 21,844
2024-12-31 $127,265 21,534
2024-09-30 $142,715 21,822
2024-06-30 $189,529 22,064
2024-03-31 $230,979 22,040
2023-12-31 $138,454 20,634
2023-09-30 $108,625 19,294
2023-06-30 $109,208 19,329
2023-03-31 $110,402 18,776
2022-12-31 $137,242 18,082
2022-09-30 $123,186 18,196
2022-06-30 $193,641 17,540
2022-03-31 $239,594 18,660
2021-12-31 $281,423 17,622
2021-09-30 $336,806 18,516
2021-06-30 $267,483 17,868
2021-03-31 $266,755 18,159
2020-12-31 $273,204 17,974
2020-09-30 $173,275 18,336
2020-06-30 $115,664 17,212
2020-03-31 $99,287 17,573