Valence8 US LP

CIK: 0001943819SEC EDGAR →

Portfolio Value

$337.5M

Holdings

15

As of

Q4 2025

New Positions

1

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

SPDR SERIES TRUST

834,451$76.3M
22.59%
2

ISHARES TR

363,103$72.1M
21.37%
3

INVESCO QQQ TR

68,788$42.3M
12.52%
4

ISHARES TR

922,976$41.9M
12.43%
5

ISHARES TR

359,673$25.7M
7.61%
6

VANECK ETF TRUST

53,133$19.1M
5.67%
7

TCW ETF TRUST

164,850$15.9M
4.70%
8

SELECT SECTOR SPDR TR

117,274$9.1M
2.70%
9

VANECK ETF TRUST

87,482$7.5M
2.22%
10

VANGUARD INDEX FDS

29,121$5.6M
1.65%

Quarterly Changes

Top Buys

BIL↑ Increased
$38.0M
PWRDNEW
$15.9M
SMH↑ Increased
$6.4M
EFV↑ Increased
$1.7M
IQLT↑ Increased
$1.5M

Top Sells

VTV↓ Decreased
$9.1M
QUAL↓ Decreased
$5.4M
NDQ↓ Decreased
$2.7M
EWY↓ Decreased
$2.2M

New Positions (1)

$15.9M · 165K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services13$286.1M84.8%
Unknown2$51.4M15.2%