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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
Microchip Technology Inc.(MCHP)COM595017104$1.1K120.0%
CDW Corp(CDW)COM12514G108$1.1K80.0%
Waters Corp(WAT)COM941848103$1.1K30.0%
KB Home(KBH)COM48666K109$1.1K180.0%
LSB Inds Inc(LXU)COM502160104$1.1K1050.0%
Transocean LTD(RIG)REGISTERED SHSH8817H100$1.2K2350.0%
Gulfport Energy Corp(GPOR)COMMON SHARES402635502$1.2K70.0%
Health Catalyst Inc(HCAT)COM42225T107$1.2K6060.0%
Agilent Technologies Inc(A)COM00846U101$1.2K90.0%
Encore Cap Group Inc(ECPG)COM292554102$1.2K130.0%
Otis Worldwide Corp(OTIS)COM68902V107$1.2K170.0%
Ecovyst Inc(ECVT)COM27923Q109$1.2K980.0%
Life Time Group Holdings Inc(LTH)COMMON STOCK53190C102$1.2K300.0%
Skyward Specialty INS Group(SKWD)COM830940102$1.2K210.0%
Tennant Co(TNC)COM880345103$1.2K140.0%
Boston Beer Inc(SAM)CL A100557107$1.2K70.0%
Ingles Mkts Inc(IMKTA)CL A457030104$1.2K140.0%
Kyndryl Hldgs Inc(KD)COMMON STOCK50155Q100$1.2K1100.0%
Healthcare Svcs Group Inc(HCSG)COM421906108$1.3K510.0%
Sanmina Corp(SANM)COM801056102$1.3K50.0%
Buckle Inc(BKE)COM118440106$1.3K300.0%
Credit Accep Corp Mich(CACC)COM225310101$1.3K20.0%
Labcorp Holdings Inc(LH)COM SHS504922105$1.3K50.0%
Teekay Tankers LTD(TNK)CL AG8726X106$1.3K200.0%
NRG Energy Inc(NRG)COM NEW629377508$1.3K90.0%
Alamo Group Inc(ALG)COM011311107$1.3K80.0%
Cognizant Technology Solutio(CTSH)CL A192446102$1.3K340.0%
Stepan Co(SCL)COM858586100$1.3K240.0%
Dover Corp(DOV)COM260003108$1.4K60.0%
Penguin Solutions Inc(PENG)COM706915105$1.4K180.0%
Banc of California Inc(BANC)COM05990K106$1.4K680.0%
Costar Group Inc(CSGP)COM22160N109$1.4K500.0%
OFG Bancorp(OFG)COM67103X102$1.4K290.0%
Electronic Arts Inc(EA)COM285512109$1.4K70.0%
Mohawk Inds Inc(MHK)COM608190104$1.5K120.0%
Bank Hawaii Corp(BOH)COM062540109$1.5K180.0%
Mueller WTR Prods Inc(MWA)COM SER A624758108$1.5K570.0%
Pennymac Finl Svcs Inc New(PFSI)COM70932M107$1.5K170.0%
Alpha Metallurgical Resour I(AMR)COM020764106$1.5K90.0%
Universal Hlth Svcs Inc(UHS)CL B913903100$1.5K100.0%
Weis Mkts Inc(WMK)COM948849104$1.5K190.0%
Tetra Technologies Inc del(TTI)COM88162F105$1.5K1320.0%
Enterprise Finl Svcs Corp(EFSC)COM293712105$1.5K230.0%
International Paper Co(IP)COM460146103$1.5K400.0%
Skywater Technology Inc(SKYT)COM83089J108$1.5K440.0%
Astronics Corp(ATRO)COM046433108$1.5K190.0%
Realty Income Corp(O)COM756109104$1.5K250.0%
Expand Energy Corporation(EXE)COM165167735$1.6K170.0%
HCA Healthcare Inc(HCA)COM40412C101$1.6K40.0%
Core Natural Resources Inc(CNR)COM SHS218937100$1.6K200.0%
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