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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 Q3 2023 · Filed August 2, 2023 · Accession 0001398344-23-013919

Total Value
$165.7M
Positions
170
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (170)

#IssuerTicker / CUSIPSharesValue% of Filing
1PIMCO ETF TR72201R83393,364$9.3M5.62%
2SPDR SER TR78468R52370,692$7.0M4.24%
3ISHARES TR46428867961,025$6.7M4.07%
4ISHARES TR46436E71851,257$5.2M3.11%
5ISHARES U S ETF TR46431W50791,281$4.5M2.74%
6GOLDMAN SACHS ETF TRNVGLF39,284$3.9M2.37%
7VANGUARD SCOTTSDALE FDS92206C10264,171$3.7M2.24%
8POOL CORPPOOL7,612$2.9M1.72%
9ENSIGN GROUP INCENSG28,139$2.7M1.62%
10MONOLITHIC PWR SYS INC6098391054,685$2.5M1.53%
11MID-AMER APT CMNTYS INC59522J10316,136$2.5M1.48%
12NNN REIT INCNNN55,928$2.4M1.44%
13LEMAITRE VASCULAR INCLMAT33,294$2.2M1.35%
14MICROCHIP TECHNOLOGY INC.MCHPP24,756$2.2M1.34%
15COGNEX CORPCGNX37,854$2.1M1.28%
16FORTINET INCFTNT28,034$2.1M1.28%
17AMPHENOL CORP NEW03209510123,769$2.0M1.22%
18EXPEDITORS INTL WASH INC30213010916,660$2.0M1.22%
19CINTAS CORPCTAS4,018$2.0M1.21%
20GENTEX CORPGNTX67,694$2.0M1.20%
21SS&C TECHNOLOGIES HLDGS INCSSNC32,232$2.0M1.18%
22SPDR SER TR78468R66320,609$1.9M1.14%
23TANGER FACTORY OUTLET CTRS ISKT84,809$1.9M1.13%
24AMERICAN FINL GROUP INC OHIO02593210415,547$1.8M1.11%
25BIO-TECHNE CORPTECH22,470$1.8M1.11%
26SYNOVUS FINL CORP87161C50160,382$1.8M1.10%
27EOG RES INCEOG15,684$1.8M1.08%
281ST SOURCE CORPSRCE42,244$1.8M1.07%
29DONALDSON INCDCI28,173$1.8M1.06%
30TORO COTORO17,286$1.8M1.06%
31CENTERPOINT ENERGY INCCNP59,161$1.7M1.04%
32NATIONAL BEVERAGE CORPFIZZ35,459$1.7M1.03%
33CINCINNATI FINL CORP17206210117,358$1.7M1.02%
34ISHARES TR46428745720,351$1.7M1.00%
35PALO ALTO NETWORKS INCPANW5,979$1.5M0.92%
36GUARDANT HEALTH INCGH42,648$1.5M0.92%
37VAALCO ENERGY INCEGY401,215$1.5M0.91%
38ROPER TECHNOLOGIES INCROP3,118$1.5M0.90%
39OLD DOMINION FREIGHT LINE INODFL3,706$1.4M0.83%
40MONGODB INCMDB3,141$1.3M0.78%
41TRANE TECHNOLOGIES PLCTT6,557$1.3M0.76%
42ALNYLAM PHARMACEUTICALS INCALNY6,557$1.2M0.75%
43DIVERSIFIED HEALTHCARE TRDHCNL536,348$1.2M0.73%
44THE TRADE DESK INC88339J10514,318$1.1M0.67%
45IDEXX LABS INC45168D1042,199$1.1M0.67%
46ARGENX SEARGX2,732$1.1M0.64%
47ENTEGRIS INCENTG9,301$1.0M0.62%
48LOWES COS INC5486611074,496$1.0M0.61%
49METTLER TOLEDO INTERNATIONALMTD741$971,7370.59%
50GLOBAL E ONLINE LTDGLBE23,369$956,7420.58%
51EXACT SCIENCES CORP30063P10510,071$945,6380.57%
52KARUNA THERAPEUTICS INC48576A1004,190$908,5040.55%
53ASCENDIS PHARMA A/SASND9,921$885,4120.53%
54HUBSPOT INCHUBS1,653$879,7360.53%
55WASTE CONNECTIONS INCWCN6,107$872,9040.53%
56SPDR SER TR78464A35912,425$869,1280.52%
57DOXIMITY INCDOCS25,500$867,5250.52%
58ZENTALIS PHARMACEUTICALS INCZNTL30,558$862,0310.52%
59NEXTERA ENERGY PARTNERS LPNEE-PW14,646$858,8300.52%
60APTIV PLCAPTV8,040$820,7660.50%
61FIVE9 INCFIVN9,908$816,8930.49%
62COLLEGIUM PHARMACEUTICAL INCCOLL36,950$794,0550.48%
63NORTHERN LTS FD TR IVNTRSO24,005$789,5210.48%
64SHOALS TECHNOLOGIES GROUP INSHLS30,206$772,0680.47%
65DLOCAL LTDDLO62,660$764,7620.46%
66GENERAC HLDGS INCGNRC5,119$763,3890.46%
67CROWDSTRIKE HLDGS INCCRWD5,172$759,5680.46%
68PROLOGIS INC.PLDGP6,163$755,8190.46%
69OLIN CORPOLN14,202$729,8560.44%
70IRIDIUM COMMUNICATIONS INCIRDM11,599$720,5600.43%
71LIFE STORAGE INC53223X1075,388$716,3570.43%
72THE AARONS COMPANY INC00258W10850,392$712,5430.43%
73HANNON ARMSTRONG SUST INFR C41068X10028,191$704,7750.43%
74LIQUIDITY SVCS INC53635B10742,702$704,5900.43%
75WELLTOWER INCWELL8,580$694,0180.42%
76LAM RESEARCH CORPLRCX1,057$679,6000.41%
77TREX CO INCTREX10,287$674,4310.41%
78DOUBLEVERIFY HLDGS INCDV17,235$670,7950.40%
79D R HORTON INC23331A1095,413$658,7600.40%
80VERISK ANALYTICS INCVRSK2,832$640,0090.39%
81XPO INCXPO10,761$634,9010.38%
82WEYERHAEUSER CO MTN BEWY18,388$616,1960.37%
83COURSERA INCCOUR46,822$609,6230.37%
84NVENT ELECTRIC PLCNVT11,759$607,6120.37%
85INTUITIVE SURGICAL INCISRG1,763$602,6750.36%
86OMEGA HEALTHCARE INVS INC68193610019,217$589,7690.36%
87AMERICAS CAR-MART INC03062T1055,799$578,6140.35%
88ASML HOLDING N VASMLF793$574,7160.35%
89CLEARWAY ENERGY INCCWEN-A19,149$546,8940.33%
90HAWKINS INCHWKN11,063$527,6010.32%
91CHENIERE ENERGY INCLNG3,456$526,5960.32%
92CARRIAGE SVCS INC14390510715,965$518,3920.31%
93DATADOG INCDDOG5,179$509,5210.31%
94KIMCO RLTY CORP49446R10925,467$502,2110.30%
95BROOKFIELD RENEWABLE CORPBEPC15,501$489,5900.30%
96LITHIA MTRS INC5367971031,582$481,1700.29%
97XOMETRY INCXMTR22,685$480,4720.29%
98SPROUT SOCIAL INCSPT10,232$472,3240.29%
99STERIS PLCSTE2,055$462,3670.28%
100SEAGEN INCSE2,282$439,2180.27%
101CDW CORPCDW2,391$438,6780.26%
102WASTE MGMT INC DEL94106L1092,526$438,0050.26%
103WILLIAMS COS INC96945710013,316$434,4860.26%
104ANNALY CAPITAL MANAGEMENT INNLY-PJ21,458$429,3740.26%
105ENPHASE ENERGY INCENPH2,511$420,5800.25%
106TAIWAN SEMICONDUCTOR MFG LTD8740391004,033$406,9880.25%
107NOVANTA INCNOVTU2,208$406,4850.25%
108AGENUS INCAGEN252,124$403,3980.24%
109RECURSION PHARMACEUTICALS INRXRX53,426$399,0940.24%
110LL FLOORING HOLDINGS INC55003T107102,472$392,4690.24%
111GALLAGHER ARTHUR J & CO3635761091,759$386,1990.23%
112OREILLY AUTOMOTIVE INC67103H107395$377,4290.23%
113EMERGENT BIOSOLUTIONS INCEBS50,903$374,1350.23%
114LATTICE SEMICONDUCTOR CORPLSCC3,836$368,5540.22%
115CENTRAL GARDEN & PET COCENTA9,336$361,9690.22%
116ZIPRECRUITER INCZIP20,076$356,5410.22%
117SHERWIN WILLIAMS COSHW1,324$351,4340.21%
118SYNOPSYS INCSNPS787$342,8180.21%
119PERFICIENT INC71375U1014,096$341,2780.21%
120PATTERSON COS INC70339510310,254$341,0500.21%
121ELANCO ANIMAL HEALTH INCELAN32,933$331,3110.20%
122KLA CORPKLAC670$324,9550.20%
123ZOETIS INCZTS1,837$316,2790.19%
124NEOGEN CORPNEOG14,325$311,5800.19%
125EQUITY LIFESTYLE PPTYS INC29472R1084,620$309,0030.19%
126CROWN CASTLE INCCCI2,698$307,3820.19%
127EXELIXIS INCEXEL15,939$304,5870.18%
128EXSCIENTIA PLC30223G10251,081$302,3990.18%
129STRATASYS LTDSSYS16,888$299,9310.18%
130TARGA RES CORPTRGP3,933$299,3340.18%
131UNDER ARMOUR INCUA44,389$297,8490.18%
132MISTRAS GROUP INCMG38,029$293,5850.18%
133IDEX CORP45167R1041,360$292,8220.18%
134CMS ENERGY CORPCMS-PC4,904$288,1300.17%
135WEC ENERGY GROUP INCWEC3,086$272,3230.16%
136NASDAQ INCNDAQ5,408$269,6010.16%
137DIGI INTL INC2537981026,632$261,2510.16%
138ITURAN LOCATION AND CONTROLM6158M10411,059$258,1180.16%
139CELLDEX THERAPEUTICS INC NEWCLDX7,560$256,5040.15%
140PENTAIR PLCPNR3,748$242,1250.15%
141ALPHABET INCGOOG2,000$239,4000.14%
142AMERISAFE INCAMSF4,084$217,7600.13%
143CHINOOK THERAPEUTICS INC16961L1065,609$215,4950.13%
144CARETRUST REIT INCCTRE10,360$205,7430.12%
145GXO LOGISTICS INCORPORATEDGXO3,257$204,6160.12%
146COGENT BIOSCIENCES INCCOGT17,052$201,8990.12%
147SYSCO CORPSYY2,698$200,1980.12%
148MARINUS PHARMACEUTICALS INC56854Q20016,245$176,4170.11%
149TIMOTHY PLAN8874323594,812$173,1010.10%
150TIMOTHY PLAN8874323425,010$159,7250.10%
151SPDR SER TR78464A8701,856$154,4440.09%
152TANDY LEATHER FACTORY INCTLF33,949$143,2640.09%
153ACELRX PHARMACEUTICALS INCTLPH122,441$135,9100.08%
154AURA BIOSCIENCES INCAURA10,184$125,7740.08%
155LIFETIME BRANDS INCLCUT19,329$109,2080.07%
156ATHERSYS INC NEW04744L205113,140$98,4320.06%
157TALARIS THERAPEUTICS INC87410C10432,009$97,3060.06%
158908 DEVICES INCMASS13,432$92,1400.06%
159GULF IS FABRICATION INC40230710221,581$70,1400.04%
160ANNEXON INCANNX12,309$43,3260.03%
161NABRIVA THERAPEUTICS PLCG6363713927,262$41,1650.02%
162PLURI INCPLUR50,510$40,5090.02%
163NORTHERN LTS FD TR IVNTRSO1,016$23,4510.01%
164NORTHERN LTS FD TR IVNTRSO312$10,0120.01%
165VANGUARD SCOTTSDALE FDS92206C77170$3,2190.00%
166SPDR SER TR78464A38313$2840.00%
167SPDR SER TR78468R2006$1700.00%
168VANGUARD SCOTTSDALE FDS92206C4092$1590.00%
169ISHARES TR4642886611$1540.00%
170ISHARES TR4642874402$1460.00%