VALUES ADDED FINANCIAL LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 31K | $8.40M |
 | ARCC | 18K | $360.70K |
 | ACNT | 16K | $266.50K |
 | HASI | 14K | $446.46K |
 | CTO | 13K | $243.47K |
 | AMZN | 12K | $2.79M |
 | GOOG | 12K | $3.77M |
 | NVDA | 11K | $1.98M |
 | GOOGL | 10K | $3.18M |
 | EW | 9K | $800.84K |
 | MSFT | 9K | $4.18M |
 | BN | 7K | $309.76K |
 | TYG | 6K | $233.78K |
 | CSCO | 5K | $418.59K |
 | USB | 4K | $225.66K |
 | CHD | 4K | $300.60K |
 | MRK | 3K | $363.78K |
 | ABT | 3K | $425.61K |
 | NFLX | 3K | $315.03K |
 | GLW | 3K | $290.52K |
Apple Inc.
AAPL
Shares Held
31K
Value
$8.40M
Ares Capital Corporation
ARCC
Shares Held
18K
Value
$360.70K
Ascent Industries Co.
ACNT
Shares Held
16K
Value
$266.50K
HA Sustainable Infrastructure Capital, Inc.
HASI
Shares Held
14K
Value
$446.46K
CTO Realty Growth, Inc.
CTO
Shares Held
13K
Value
$243.47K
Amazon.com, Inc.
AMZN
Shares Held
12K
Value
$2.79M
Alphabet Inc.
GOOG
Shares Held
12K
Value
$3.77M
NVIDIA Corporation
NVDA
Shares Held
11K
Value
$1.98M
Alphabet Inc.
GOOGL
Shares Held
10K
Value
$3.18M
Edwards Lifesciences Corporation
EW
Shares Held
9K
Value
$800.84K
Microsoft Corporation
MSFT
Shares Held
9K
Value
$4.18M
Brookfield Corporation
BN
Shares Held
7K
Value
$309.76K
Tortoise Energy Infrastructure Corporation
TYG
Shares Held
6K
Value
$233.78K
Cisco Systems, Inc.
CSCO
Shares Held
5K
Value
$418.59K
U.S. Bancorp
USB
Shares Held
4K
Value
$225.66K
Church & Dwight Co., Inc.
CHD
Shares Held
4K
Value
$300.60K
Merck & Co., Inc.
MRK
Shares Held
3K
Value
$363.78K
Abbott Laboratories
ABT
Shares Held
3K
Value
$425.61K
Netflix, Inc.
NFLX
Shares Held
3K
Value
$315.03K
Corning Incorporated
GLW
Shares Held
3K
Value
$290.52K