VALUE ALIGNED RESEARCH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HNRG | 321K | $6.28M |
 | LRCX | 285K | $38.22M |
 | TLN | 257K | $109.17M |
 | AVGO | 220K | $72.55M |
 | LGN | 195K | $6.01M |
 | BKV | 171K | $3.95M |
 | AMAT | 153K | $31.23M |
 | AGX | 145K | $39.19M |
 | SNOW | 125K | $28.17M |
 | NVDA | 97K | $18.15M |
 | FN | 68K | $24.87M |
 | GEV | 42K | $25.67M |
 | FIX | 37K | $30.54M |
 | KLAC | 20K | $21.34M |
 | EME | 19K | $12.10M |
 | GOOGL | 12K | $2.80M |
 | AMZN | 5K | $1.08M |
 | GOOG | 5K | $1.17M |
 | TSM | 680 | $189.92K |
 | MSFT | 374 | $193.71K |
Hallador Energy Company
HNRG
Shares Held
321K
Value
$6.28M
Lam Research Corporation
LRCX
Shares Held
285K
Value
$38.22M
Talen Energy Corporation
TLN
Shares Held
257K
Value
$109.17M
Broadcom Inc.
AVGO
Shares Held
220K
Value
$72.55M
Legence Corp. Class A Common stock
LGN
Shares Held
195K
Value
$6.01M
BKV Corporation
BKV
Shares Held
171K
Value
$3.95M
Applied Materials, Inc.
AMAT
Shares Held
153K
Value
$31.23M
Argan, Inc.
AGX
Shares Held
145K
Value
$39.19M
Snowflake Inc.
SNOW
Shares Held
125K
Value
$28.17M
NVIDIA Corporation
NVDA
Shares Held
97K
Value
$18.15M
Fabrinet
FN
Shares Held
68K
Value
$24.87M
GE Vernova Inc.
GEV
Shares Held
42K
Value
$25.67M
Comfort Systems USA, Inc.
FIX
Shares Held
37K
Value
$30.54M
KLA Corporation
KLAC
Shares Held
20K
Value
$21.34M
EMCOR Group, Inc.
EME
Shares Held
19K
Value
$12.10M
Alphabet Inc.
GOOGL
Shares Held
12K
Value
$2.80M
Amazon.com, Inc.
AMZN
Shares Held
5K
Value
$1.08M
Alphabet Inc.
GOOG
Shares Held
5K
Value
$1.17M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
680
Value
$189.92K
Microsoft Corporation
MSFT
Shares Held
374
Value
$193.71K