VALLEY NATIONAL ADVISERS INC

Position in TOL — Toll Brothers, Inc.

CIK 773411 BETHLEHEM, PA

Position in TOL

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$24,712

+$4,242 QoQ

Shares Held

150

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#689

of 799 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

VALLEY NATIONAL ADVISERS INC holds $4,089,676 across 5 Residential Construction names. TOL ranks #4 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/	15,131	$2,076,124
2	DHI	Horton D R Inc /De/	12,037	$1,960,586
3	LEN	Lennar Corp /New/	294	$26,604
4	TOL	Toll Brothers, Inc. This page	150	$24,712
5			23	$1,650

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,712	150	0.0%	Shares	Sole	2026-07-29
2026-03-31	$20,470	150	0.0%	Shares	Sole	2026-04-15
2025-12-31	$20,283	150	0.0%	Shares	Sole	2026-01-23
2025-09-30	$20,721	150	+50.0%	Shares	Sole	2025-10-17
2025-06-30	$11,413	100	—	Shares	Sole	2025-07-22
No filing history on record for this holder in this stock.