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Valued Wealth Advisors LLC

Q2 2026 Holdings

Filed 2026-07-21 | 913 holdings | $275.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Centerpoint Energy Inc(CNP)COM15189T107$730170.0%
Super Micro Computer Inc(SMCI)COM NEW86800U302$734250.0%
Textron Inc(TXT)COM883203101$73780.0%
Genco Shipping & Trading LTD(GNK)SHSY2685T131$769310.0%
Schwab Strategic TR(SCHC)INTL SCEQT ETF808524888$770160.0%
Willis Towers Watson PLC LTD(WTW)SHSG96629103$78730.0%
Lauder Estee COS Inc(EL)CL A518439104$790100.0%
WP Carey Inc(WPC)COM92936U109$797110.0%
YUM Brands Inc(YUM)COM988498101$80050.0%
Merchants Bancorp IND(MBIN)COM58844R108$802160.0%
Sally Beauty Hldgs Inc(SBH)COM79546E104$806570.0%
Wabtec(WAB)COM929740108$80930.0%
Humana Inc(HUM)COM444859102$81020.0%
Hewlett Packard Enterprise C(HPE)COM42824C109$815180.0%
PVH Corporation(PVH)COM693656100$817110.0%
Oil DRI Corp Amer(ODC)COM677864100$81880.0%
Huntington Ingalls Inds Inc(HII)COM446413106$84030.0%
Trex Inc(TREX)COM89531P105$851170.0%
Mosaic Co(MOS)COM61945C103$861410.0%
Universal INS Hldgs Inc(UVE)COM91359V107$869210.0%
Seneca Foods Corp New(SENEA)CL A817070501$87050.0%
Apogee Enterprises Inc(APOG)COM037598109$870190.0%
Harmonic Inc(HLIT)COM413160102$882540.0%
Quidelortho Corp(QDEL)COM219798105$894510.0%
World Kinect Corporation(WKC)COM981475106$896270.0%
GE Healthcare Technologies I(GEHC)COMMON STOCK36266G107$897140.0%
Greif Inc(GEF)CL A397624107$902120.0%
LKQ Corp(LKQ)COM501889208$910350.0%
CMS Energy Corp(CMS)COM125896100$918120.0%
Monte Rosa Therapeutics Inc(GLUE)COM61225M102$944390.0%
Northern Oil & Gas Inc(NOG)COM665531307$949510.0%
Avalonbay Cmntys Inc(AVB)COM053484101$95350.0%
Innoviva Inc(INVA)COM45781M101$954420.0%
Public Storage(PSA)COM74460D109$95530.0%
Payoneer Global Inc(PAYO)COM70451X104$9621350.0%
First Busey Corp(BUSE)COM NEW319383204$974330.0%
Ameris Bancorp(ABCB)COM03076K108$996110.0%
Firstenergy Corp(FE)COM337932107$999210.0%
Lucid Group Inc(LCID)COM NEW549498202$1.0K1500.0%
Century Alum Co(CENX)COM156431108$1.0K220.0%
Bristow Group Inc(VTOL)COM11040G103$1.0K250.0%
FMC Corp(FMC)COM NEW302491303$1.1K910.0%
Autoliv Inc(ALV)COM052800109$1.1K90.0%
Arrow Electrs Inc(ARW)COM042735100$1.1K50.0%
Wsfs Finl Corp(WSFS)COM929328102$1.1K140.0%
Murphy USA Inc(MUSA)COM626755102$1.1K20.0%
Ryerson Hldg Corp(RYI)COM783754104$1.1K440.0%
Yelp Inc(YELP)CL A985817105$1.1K450.0%
Polestar Automotive Hldg UK(PSNY)SPONSORED ADS731105409$1.1K590.0%
DEL Monte Corp(DMC)ORDG36738105$1.1K400.0%
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