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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Values First Advisors, Inc.

Quarter ended Q1 2023 · Filed January 20, 2023 · Accession 0001398344-23-000781

Total Value
$143.3M
Positions
192
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (192)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428867985,669$9.4M6.57%
2PIMCO ETF TR72201R83395,146$9.4M6.55%
3SPDR SER TR78468R52363,296$6.3M4.39%
4VANGUARD SCOTTSDALE FDS92206C10260,804$3.5M2.45%
5ISHARES U S ETF TR46431W50763,983$3.2M2.20%
6ENSIGN GROUP INCENSG30,994$2.9M2.05%
7TORO COTORO21,657$2.5M1.71%
8NATIONAL RETAIL PROPERTIES INNN51,365$2.4M1.64%
91ST SOURCE CORPSRCE40,609$2.2M1.50%
10DONALDSON INCDCI35,929$2.1M1.48%
11EOG RES INCEOG15,243$2.0M1.38%
12POOL CORPPOOL6,513$2.0M1.37%
13CINTAS CORPCTAS4,344$2.0M1.37%
14EXPEDITORS INTL WASH INC30213010918,701$1.9M1.36%
15AMPHENOL CORP NEW03209510125,330$1.9M1.35%
16MID-AMER APT CMNTYS INC59522J10312,180$1.9M1.33%
17MICROCHIP TECHNOLOGY INC.MCHPP26,967$1.9M1.32%
18NATIONAL BEVERAGE CORPFIZZ38,978$1.8M1.27%
19AMERICAN FINL GROUP INC OHIO02593210413,186$1.8M1.26%
20GENTEX CORPGNTX65,676$1.8M1.25%
21LEMAITRE VASCULAR INCLMAT38,798$1.8M1.25%
22MONOLITHIC PWR SYS INC6098391054,935$1.7M1.22%
23CENTERPOINT ENERGY INCCNP56,045$1.7M1.17%
24METTLER TOLEDO INTERNATIONALMTD1,162$1.7M1.17%
25VAALCO ENERGY INCEGY354,570$1.6M1.13%
26SYNOVUS FINL CORP87161C50141,832$1.6M1.10%
27ISHARES TR46428745719,262$1.6M1.09%
28NORTHERN LTS FD TR IVNTRSO67,549$1.6M1.09%
29PROSHARES TR74348A60853,686$1.5M1.07%
30ALNYLAM PHARMACEUTICALS INCALNY6,302$1.5M1.05%
31BIO-TECHNE CORPTECH17,428$1.4M1.01%
32TANGER FACTORY OUTLET CTRS ISKT78,620$1.4M0.98%
33WASTE CONNECTIONS INCWCN10,445$1.4M0.97%
34CINCINNATI FINL CORP17206210113,083$1.3M0.93%
35FORTINET INCFTNT27,063$1.3M0.92%
36SS&C TECHNOLOGIES HLDGS INCSSNC24,264$1.3M0.88%
37ROPER TECHNOLOGIES INCROP2,862$1.2M0.86%
38OLD DOMINION FREIGHT LINE INODFL4,304$1.2M0.85%
39IDEXX LABS INC45168D1042,954$1.2M0.84%
40TRANE TECHNOLOGIES PLCTT7,029$1.2M0.82%
41COGNEX CORPCGNX24,948$1.2M0.82%
42SPDR SER TR78464A38352,762$1.1M0.80%
43COLLEGIUM PHARMACEUTICAL INCCOLL47,628$1.1M0.77%
44NEXTERA ENERGY PARTNERS LPNEE-PW14,302$1.0M0.70%
45ARGENX SEARGX2,473$936,6970.65%
46APTIV PLCAPTV9,902$922,1430.64%
47PALO ALTO NETWORKS INCPANW6,409$894,2430.62%
48CLEARWAY ENERGY INCCWEN-A27,857$887,7910.62%
49ASCENDIS PHARMA A/SASND7,254$885,9260.62%
50LOWES COS INC5486611074,327$862,2040.60%
51EXACT SCIENCES CORP30063P10517,106$846,9270.59%
52FIVE9 INCFIVN12,352$838,2310.58%
53KARUNA THERAPEUTICS INC48576A1004,006$787,2440.55%
54HANNON ARMSTRONG SUST INFR C41068X10027,098$785,3130.55%
55ISHARES TR4642885888,308$770,5910.54%
56SPDR SER TR78464A35911,726$754,4720.53%
57ZOOMINFO TECHNOLOGIES INCGTM24,801$746,7700.52%
58KNOWBE4 INC49926T10429,991$743,1800.52%
59PROMETHEUS BIOSCIENCES INC74349U1086,697$736,6760.51%
60OLIN CORPOLN13,578$718,8420.50%
61NORTHERN LTS FD TR IVNTRSO22,478$672,9870.47%
62HUBSPOT INCHUBS2,323$671,5760.47%
63MONGODB INCMDB3,362$661,6810.46%
64CHENIERE ENERGY INCLNG4,385$657,5020.46%
65THE TRADE DESK INC88339J10514,453$647,9180.45%
66INTUITIVE SURGICAL INCISRG2,305$611,6690.43%
67CROWN CASTLE INCCCI4,448$603,3420.42%
68CROWDSTRIKE HLDGS INCCRWD5,550$584,3580.41%
69AGENUS INCAGEN239,361$574,4660.40%
70LIQUIDITY SVCS INC53635B10740,743$572,8490.40%
71IRIDIUM COMMUNICATIONS INCIRDM11,037$567,3040.40%
72THE AARONS COMPANY INC00258W10846,858$559,9480.39%
73LAM RESEARCH CORPLRCX1,320$554,8150.39%
74PROLOGIS INC.PLDGP4,700$529,8170.37%
75PIMCO ETF TR72201R8335,352$527,9750.37%
76VERISK ANALYTICS INCVRSK2,969$523,7850.37%
77WEYERHAEUSER CO MTN BEWY16,782$520,2360.36%
78ENTEGRIS INCENTG7,859$515,4990.36%
79COURSERA INCCOUR43,427$513,7440.36%
80ISHARES U S ETF TR46431W50710,340$509,4390.36%
81WELLTOWER INCWELL7,739$507,3080.35%
82ENPHASE ENERGY INCENPH1,903$504,1810.35%
83KIMCO RLTY CORP49446R10923,594$499,7240.35%
84LIFE STORAGE INC53223X1075,013$493,7560.34%
85OMEGA HEALTHCARE INVS INC68193610017,374$485,6060.34%
86DLOCAL LTDDLO27,818$433,1270.30%
87SPROUT SOCIAL INCSPT7,671$433,1020.30%
88LATTICE SEMICONDUCTOR CORPLSCC6,477$420,2070.29%
89TREX CO INCTREX9,916$419,7620.29%
90CARRIAGE SVCS INC14390510715,096$415,7450.29%
91ASML HOLDING N VASMLF757$413,8770.29%
92D R HORTON INC23331A1094,640$413,6230.29%
93NVENT ELECTRIC PLCNVT10,739$413,1420.29%
94BROOKFIELD RENEWABLE CORPBEPC14,913$410,2520.29%
95HAWKINS INCHWKN10,591$408,8180.29%
96CDW CORPCDW2,282$407,5760.28%
97WILLIAMS COS INC96945710012,339$405,9400.28%
98WASTE MGMT INC DEL94106L1092,561$401,7210.28%
99EMERGENT BIOSOLUTIONS INCEBS33,942$400,8580.28%
100AMERICAS CAR-MART INC03062T1055,534$399,8650.28%
101DATADOG INCDDOG5,430$399,1000.28%
102ANNALY CAPITAL MANAGEMENT INNLY-PJ18,791$396,1170.28%
103LHC GROUP INC50187A1072,409$389,4720.27%
104NASDAQ INCNDAQ6,329$388,2860.27%
105STERIS PLCSTE2,088$385,6370.27%
106GLOBAL E ONLINE LTDGLBE18,480$381,4310.27%
107NOVANTA INCNOVTU2,798$380,2250.27%
108DOUBLEVERIFY HLDGS INCDV17,288$379,6450.26%
109GUARDANT HEALTH INCGH13,719$373,1510.26%
110NORTHERN LTS FD TR IVNTRSO12,335$369,3050.26%
111SHOALS TECHNOLOGIES GROUP INSHLS14,820$365,6090.26%
112TAIWAN SEMICONDUCTOR MFG LTD8740391004,613$343,6030.24%
113WEC ENERGY GROUP INCWEC3,653$342,4870.24%
114CELLDEX THERAPEUTICS INC NEWCLDX7,540$336,0660.23%
115CENTRAL GARDEN & PET COCENTA8,912$333,7450.23%
116IDEX CORP45167R1041,387$316,5880.22%
117SHERWIN WILLIAMS COSHW1,301$308,8620.22%
118GENERAC HLDGS INCGNRC2,998$301,7510.21%
119CMS ENERGY CORPCMS-PC4,762$301,5790.21%
120EQUITY LIFESTYLE PPTYS INC29472R1084,380$282,9730.20%
121SILVERGATE CAP CORP82837P40816,206$281,9800.20%
122FIRST REP BK SAN FRANCISCO C33616C1002,271$276,8560.19%
123KLA CORPKLAC726$273,8590.19%
124PERFICIENT INC71375U1013,895$271,9920.19%
125PATTERSON COS INC7033951039,649$270,4480.19%
126ZOETIS INCZTS1,803$264,1620.18%
127EXELIXIS INCEXEL15,145$242,9220.17%
128DIGI INTL INC2537981026,384$233,3240.16%
129ITURAN LOCATION AND CONTROLM6158M10410,420$220,1690.15%
130IMMUNOVANT INCIMVT11,846$210,2700.15%
131NORTHERN LTS FD TR IVNTRSO6,764$203,6500.14%
132NEOGEN CORPNEOG13,298$202,5330.14%
133AMERISAFE INCAMSF3,879$201,5920.14%
134GXO LOGISTICS INCORPORATEDGXO4,721$201,5460.14%
135SPDR SER TR78468R6632,197$200,9610.14%
136ISHARES TR4642886791,795$197,2590.14%
137MISTRAS GROUP INCMG35,357$174,3100.12%
138SPDR SER TR78464A8702,043$169,5590.12%
139STRATASYS LTDSSYS12,044$142,8370.10%
140TANDY LEATHER FACTORY INCTLF32,462$137,9650.10%
141LIFETIME BRANDS INCLCUT18,082$137,2450.10%
142COGENT BIOSCIENCES INCCOGT11,542$133,4280.09%
143SPDR SER TR78468R7883,211$127,0880.09%
144DIVERSIFIED HEALTHCARE TRDHCNL189,561$122,6080.09%
145LL FLOORING HOLDINGS INC55003T10721,436$120,4700.08%
146SPDR SER TR78468R5231,212$120,3580.08%
147GULF IS FABRICATION INC40230710220,763$106,5160.07%
148LANNET INC516012101196,155$102,1580.07%
149ROIVANT SCIENCES LTDROIV12,162$97,1710.07%
150NORTHERN LTS FD TR IVNTRSO3,037$90,9350.06%
151ANNEXON INCANNX17,199$88,9170.06%
152VANGUARD SCOTTSDALE FDS92206C1021,489$86,0730.06%
153ACELRX PHARMACEUTICALS INCTLPH36,979$83,5720.06%
154MICROCHIP TECHNOLOGY INC.MCHPP1,061$74,5220.05%
155AMERICAN FINL GROUP INC OHIO025932104441$60,4740.04%
156MID-AMER APT CMNTYS INC59522J103343$53,9120.04%
157PIMCO ETF TR72201R833540$53,2710.04%
158NABRIVA THERAPEUTICS PLCG6363713925,868$48,8900.03%
159PLURI INCPLUR45,653$42,9190.03%
160TALARIS THERAPEUTICS INC87410C10439,891$40,6890.03%
161ADC THERAPEUTICS SAADCT10,400$39,9360.03%
162ISHARES TR464287556296$38,8960.03%
163NATIONAL RETAIL PROPERTIES INNN624$28,5630.02%
164ISHARES U S ETF TR46431W507277$13,6480.01%
165ATHERSYS INC NEW04744L20514,820$12,4490.01%
166NORTHERN LTS FD TR IVNTRSO318$9,5180.01%
167ISHARES TR464287457110$8,9320.01%
168NORTHERN LTS FD TR IVNTRSO259$7,8100.01%
169NORTHERN LTS FD TR IVNTRSO339$7,8100.01%
170PIMCO ETF TR72201R83377$7,6150.01%
171AMERICAN FINL GROUP INC OHIO02593210442$5,7660.00%
1721ST SOURCE CORPSRCE101$5,3620.00%
173SYNOVUS FINL CORP87161C501123$4,6190.00%
174CINCINNATI FINL CORP17206210144$4,5050.00%
175NATIONAL RETAIL PROPERTIES INNN98$4,4840.00%
176CENTERPOINT ENERGY INCCNP142$4,2590.00%
177MID-AMER APT CMNTYS INC59522J10326$4,0820.00%
178TORO COTORO36$4,0750.00%
179CINTAS CORPCTAS9$4,0650.00%
180MICROCHIP TECHNOLOGY INC.MCHPP54$3,7940.00%
181BIO-TECHNE CORPTECH44$3,6470.00%
182EXPEDITORS INTL WASH INC30213010935$3,6370.00%
183NATIONAL BEVERAGE CORPFIZZ78$3,6290.00%
184DONALDSON INCDCI61$3,5910.00%
185VANGUARD SCOTTSDALE FDS92206C77170$3,1860.00%
186GENTEX CORPGNTX109$2,9720.00%
187COGNEX CORPCGNX43$2,0260.00%
188VANGUARD SCOTTSDALE FDS92206C10213$7520.00%
189SPDR SER TR78468R2006$1680.00%
190VANGUARD SCOTTSDALE FDS92206C4092$1580.00%
191ISHARES TR4642886611$1540.00%
192ISHARES TR4642874402$1440.00%