Value Investment Professionals, LLC

Q1 2026 13F-HR/A Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
61
Total value ($000)
$109,111
Net value change ($000)
+13,740 (14.4%)
New positions
14
Sold out positions
43
Turnover %
195.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 4,899 NEW
JXX 4,096 NEW
AKRE 1,977 NEW
AVSC 1,419 NEW
TCHP 1,365 NEW
DPZ 1,147 NEW
ARCO 923 NEW
SPEU 459 NEW
BRK-B 457 NEW
UL 410 NEW
Top Reduces (Value $000, Stocks/ETFs)
USFR -13,115 -100.0%
VTI -5,692 -100.0%
GOOGL -5,412 -100.0%
IYY -5,327 -100.0%
JAAA -3,901 -100.0%
SPY -3,608 -100.0%
XLI -3,318 -100.0%
VXUS -3,247 -100.0%
IVV -3,075 -100.0%
SCHB -1,729 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 63,866 (58.5% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type