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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 Q2 2024 · Filed July 19, 2024 · Accession 0001398344-24-012849

Total Value
$166.9M
Positions
219
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (219)

#IssuerTicker / CUSIPSharesValue% of Filing
1PIMCO ETF TR72201R833103,994$10.5M6.27%
2ISHARES TR46428867967,306$7.4M4.46%
3ISHARES TR46436E71859,139$6.0M3.57%
4VANGUARD SCOTTSDALE FDS92206C10276,186$4.4M2.65%
5ENSIGN GROUP INCENSG27,136$3.4M2.01%
6EMERGENT BIOSOLUTIONS INCEBS466,151$3.2M1.90%
7ISHARES TR46428745737,580$3.1M1.84%
8ISHARES TR46428866126,404$3.0M1.83%
9ISHARES TR46428744032,278$3.0M1.81%
10MONOLITHIC PWR SYS INC6098391053,530$2.9M1.74%
11VAALCO ENERGY INCEGY456,718$2.9M1.72%
12MID-AMER APT CMNTYS INC59522J10318,311$2.6M1.56%
13TRANE TECHNOLOGIES PLCTT7,790$2.6M1.54%
14NNN REIT INCNNN58,603$2.5M1.50%
15ISHARES U S ETF TR46431W50746,403$2.3M1.40%
16LEMAITRE VASCULAR INCLMAT28,074$2.3M1.38%
17NATIONAL BEVERAGE CORPFIZZ42,160$2.2M1.29%
18COGNEX CORPCGNX44,306$2.1M1.24%
19SYNOVUS FINL CORP87161C50151,512$2.1M1.24%
20BIO-TECHNE CORPTECH28,854$2.1M1.24%
21EXPEDITORS INTL WASH INC30213010916,547$2.1M1.24%
22AMPHENOL CORP NEW03209510130,294$2.0M1.22%
231ST SOURCE CORPSRCE37,404$2.0M1.20%
24SIMULATIONS PLUS INCSLP40,861$2.0M1.19%
25TORO COTORO21,132$2.0M1.18%
26GRAND CANYON ED INCLOPE14,018$2.0M1.18%
27CINTAS CORPCTAS2,782$1.9M1.17%
28CINCINNATI FINL CORP17206210115,946$1.9M1.13%
29EOG RES INCEOG14,751$1.9M1.11%
30ALNYLAM PHARMACEUTICALS INCALNY7,590$1.8M1.11%
31MICROCHIP TECHNOLOGY INC.MCHPP19,979$1.8M1.10%
32DONALDSON INCDCI25,360$1.8M1.09%
33GENTEX CORPGNTX53,724$1.8M1.09%
34HACKETT GROUP INCHCKT82,821$1.8M1.08%
35AMERICAN FINL GROUP INC OHIO02593210414,588$1.8M1.08%
36BADGER METER INCBMI9,143$1.7M1.02%
37SPDR SER TR78468R66316,214$1.5M0.89%
38MEDIFAST INCMED65,169$1.4M0.85%
39ROPER TECHNOLOGIES INCROP2,484$1.4M0.84%
40WASTE CONNECTIONS INCWCN7,877$1.4M0.83%
41TRANSMEDICS GROUP INCTMDX9,068$1.4M0.82%
42DATADOG INCDDOG10,438$1.4M0.81%
43THE TRADE DESK INC88339J10513,753$1.3M0.80%
44OLD DOMINION FREIGHT LINE INODFL7,605$1.3M0.80%
45D R HORTON INC23331A1098,878$1.3M0.75%
46LAM RESEARCH CORPLRCX1,136$1.2M0.72%
47TANGER INCSKT41,900$1.1M0.68%
48ISHARES TR46428865310,955$1.1M0.67%
49ISHARES TR46428743212,192$1.1M0.67%
50HAWKINS INCHWKN12,048$1.1M0.66%
51METTLER TOLEDO INTERNATIONALMTD778$1.1M0.65%
52IDEXX LABS INC45168D1042,135$1.0M0.62%
53CROWDSTRIKE HLDGS INCCRWD2,426$929,5170.56%
54POOL CORPPOOL2,782$855,0310.51%
55LIQUIDITY SVCS INC53635B10742,685$852,8370.51%
56GUARDANT HEALTH INCGH28,248$815,8160.49%
57TOAST INCTOST31,342$807,6700.48%
58SPDR SER TR78468R5238,005$795,4360.48%
59GOLDMAN SACHS ETF TRNVGLF7,905$791,1190.47%
60CELLDEX THERAPEUTICS INC NEWCLDX21,319$789,0250.47%
61ARGENX SEARGX1,830$786,9620.47%
62ROLLINS INCROL14,963$730,0260.44%
63MONDAY COM LTDMNDY3,029$729,3410.44%
64HUBSPOT INCHUBS1,212$715,0040.43%
65OLIN CORPOLN15,138$713,7580.43%
66UNDER ARMOUR INCUA108,091$705,8360.42%
67MIRUM PHARMACEUTICALS INCMIRM19,754$675,3750.40%
68XOMETRY INCXMTR56,872$657,4420.39%
69LITHIA MTRS INC5367971032,523$637,0330.38%
70OMEGA HEALTHCARE INVS INC68193610018,547$635,2500.38%
71WELLTOWER INCWELL6,020$627,5980.38%
72ASML HOLDING N VASMLF607$621,2360.37%
73LOWES COS INC5486611072,779$612,6810.37%
74OREILLY AUTOMOTIVE INC67103H107563$594,0500.36%
75THE AARONS COMPANY INC00258W10858,322$582,0500.35%
76EXTRA SPACE STORAGE INCEXR3,622$562,8350.34%
77COLLEGIUM PHARMACEUTICAL INCCOLL16,993$547,1690.33%
78ANNALY CAPITAL MANAGEMENT INNLY-PJ28,267$538,7720.32%
79ENTEGRIS INCENTG3,848$520,9960.31%
80STAG INDL INC85254J10214,321$516,4250.31%
81ELANCO ANIMAL HEALTH INCELAN35,537$512,7960.31%
82KIMCO RLTY CORP49446R10926,185$509,5640.31%
83EVOLENT HEALTH INCEVH26,546$507,5560.30%
84TARGA RES CORPTRGP3,914$504,0890.30%
85TREX CO INCTREX6,700$496,6320.30%
86AMERICOLD REALTY TRUST INCCOLD18,825$480,7980.29%
87GITLAB INCGTLB9,445$469,5880.28%
88CARRIAGE SVCS INC14390510717,434$467,9240.28%
89RECURSION PHARMACEUTICALS INRXRX61,763$463,2240.28%
90FLYWIRE CORPORATIONFLYW27,942$457,9620.27%
91WEYERHAEUSER CO MTN BEWY16,010$454,5200.27%
92WASTE MGMT INC DEL94106L1092,020$430,8930.26%
93GALLAGHER ARTHUR J & CO3635761091,622$420,6040.25%
94FERGUSON PLC NEWG3421J1062,139$414,2740.25%
95KLA CORPKLAC496$408,7990.24%
96EXELIXIS INCEXEL18,160$408,0520.24%
97AMERICAS CAR-MART INC03062T1056,606$397,7640.24%
98CENTRAL GARDEN & PET COCENTA10,239$394,2030.24%
99NUTANIX INCNTNX6,909$392,7570.24%
100COPART INCCPRT7,098$384,4390.23%
101WILLIAMS COS INC9694571008,790$373,5910.22%
102IRIDIUM COMMUNICATIONS INCIRDM13,864$369,0540.22%
103SHERWIN WILLIAMS COSHW1,217$363,2970.22%
104MISTRAS GROUP INCMG43,681$362,1180.22%
105INTUITIVE SURGICAL INCISRG808$359,5330.22%
106LL FLOORING HOLDINGS INC55003T107246,569$352,5940.21%
107PERFICIENT INC71375U1014,609$344,7340.21%
108PALO ALTO NETWORKS INCPANW1,015$344,1550.21%
109NVENT ELECTRIC PLCNVT4,454$341,2240.20%
110HOULIHAN LOKEY INCHLI2,492$336,0430.20%
111ISHARES U S ETF TR46431W5076,535$328,8930.20%
112EXACT SCIENCES CORP30063P1057,701$325,3830.19%
113CDW CORPCDW1,450$324,5000.19%
114VISTRA CORPVST3,741$321,6220.19%
115SPDR SER TR78468R6633,486$319,9280.19%
116GLOBAL E ONLINE LTDGLBE8,761$317,7530.19%
117ITURAN LOCATION AND CONTROLM6158M10412,813$315,7190.19%
118SOUTHERN COSOMN4,068$315,5430.19%
119EXSCIENTIA PLC30223G10261,815$315,2580.19%
120SAGE THERAPEUTICS INC78667J10828,962$314,5280.19%
121CARETRUST REIT INCCTRE12,510$313,9980.19%
122ZENTALIS PHARMACEUTICALS INCZNTL74,925$306,4430.18%
123LINDE PLCLIN697$305,7490.18%
124QUANTA SVCS INC74762E1021,198$304,3290.18%
125MONGODB INCMDB1,216$303,9140.18%
126ARDELYX INCARDX40,392$299,3010.18%
127SYNOPSYS INCSNPS496$295,2370.18%
128S&P GLOBAL INCSPGI655$292,2210.18%
129PATTERSON COS INC70339510311,854$285,9190.17%
130LATTICE SEMICONDUCTOR CORPLSCC4,912$284,8340.17%
131AGENUS INCAGEN16,672$279,2620.17%
132STRATASYS LTDSSYS33,175$278,3410.17%
133WORKDAY INCWDAY1,237$276,4570.17%
134NETAPP INCNTAP2,110$271,8130.16%
135GOLDMAN SACHS ETF TRNVGLF2,694$269,5830.16%
136NEXTRACKER INCNXT5,666$265,6060.16%
137AUTOLIV INCALV2,432$260,1640.16%
138FIVE9 INCFIVN5,883$259,4470.16%
139NEOGEN CORPNEOG16,529$258,3460.15%
140TAIWAN SEMICONDUCTOR MFG LTD8740391001,475$256,3630.15%
141ROYALTY PHARMA PLCRPRX9,674$255,1100.15%
142ISHARES TR4642886792,168$239,5340.14%
143DOUBLEVERIFY HLDGS INCDV11,771$229,1810.14%
144PUBLIC SVC ENTERPRISE GRP IN7445731063,011$221,9380.13%
145AMERISAFE INCAMSF5,050$221,6480.13%
146SCHOLAR ROCK HLDG CORPSRRK25,979$216,4090.13%
147PIMCO ETF TR72201R8332,138$215,2350.13%
148GREENBRIER COS INC3936571014,077$202,0080.12%
149NVIDIA CORPORATIONNVDA1,630$201,3860.12%
150SPDR SER TR78464A8702,129$197,4140.12%
151DYNAVAX TECHNOLOGIES CORP26815820117,370$195,0620.12%
152LIFETIME BRANDS INCLCUT22,064$189,5280.11%
153TANDY LEATHER FACTORY INCTLF39,719$178,7340.11%
154NORTHERN LTS FD TR IVNTRSO4,467$169,6480.10%
155NVIDIA CORPORATIONNVDA1,150$142,0550.09%
156NORTHERN LTS FD TR IVNTRSO3,675$139,5650.08%
157REMITLY GLOBAL INCRELY11,362$137,7070.08%
158AURA BIOSCIENCES INCAURA18,124$137,0150.08%
159NORTHERN LTS FD TR IVNTRSO3,138$119,1660.07%
160BIOLINERX LTDBLRX203,759$116,1220.07%
161GERON CORPGERN27,006$114,5050.07%
162GULF IS FABRICATION INC40230710218,328$111,2520.07%
163SPDR SER TR78468R5231,117$111,0120.07%
164TALPHERA INCTLPH113,175$100,7250.06%
165CENTRAL GARDEN & PET COCENTA2,553$84,3260.05%
166PLURI INCPLUR14,285$82,5660.05%
167NORTHERN LTS FD TR IVNTRSO2,063$78,3690.05%
168INOZYME PHARMA INC45790W10817,067$76,1190.05%
169MARINUS PHARMACEUTICALS INC56854Q20062,671$73,3250.04%
170VANGUARD SCOTTSDALE FDS92206C1021,187$68,8160.04%
171NEKTAR THERAPEUTICSNKTR45,197$56,0440.03%
172MICROCHIP TECHNOLOGY INC.MCHPP560$51,2400.03%
173MID-AMER APT CMNTYS INC59522J103283$40,4150.02%
174PIMCO ETF TR72201R833401$40,3590.02%
175NORTHERN LTS FD TR IVNTRSO1,046$39,7210.02%
176AMERICAN FINL GROUP INC OHIO025932104295$36,2910.02%
177NORTHERN LTS FD TR IVNTRSO903$31,2580.02%
178NORTHERN LTS FD TR IVNTRSO735$27,9150.02%
179AEROVATE THERAPEUTICS INC00806410715,381$25,5320.02%
180PIMCO ETF TR72201R833245$24,6590.01%
181ISHARES TR464288679195$21,5440.01%
182NNN REIT INCNNN480$20,4480.01%
183GOLDMAN SACHS ETF TRNVGLF180$18,0040.01%
184SPDR SER TR78468R523180$17,9350.01%
185NORTHERN LTS FD TR IVNTRSO710$16,5580.01%
186PIMCO ETF TR72201R833152$15,2620.01%
187ISHARES TR464287457181$14,7760.01%
188NORTHERN LTS FD TR IVNTRSO361$13,7110.01%
189ISHARES TR464288679102$11,2710.01%
190SPDR SER TR78468R663122$11,1970.01%
191NORTHERN LTS FD TR IVNTRSO293$11,1280.01%
192ISHARES U S ETF TR46431W507182$9,1640.01%
193PIMCO ETF TR72201R83383$8,3150.00%
194SPDR SER TR78464A359115$8,2870.00%
195CINTAS CORPCTAS9$6,3020.00%
1961ST SOURCE CORPSRCE101$5,4160.00%
197CINCINNATI FINL CORP17206210144$5,1960.00%
198AMERICAN FINL GROUP INC OHIO02593210442$5,1670.00%
199SYNOVUS FINL CORP87161C501123$4,9430.00%
200MICROCHIP TECHNOLOGY INC.MCHPP54$4,9410.00%
201EXPEDITORS INTL WASH INC30213010935$4,3680.00%
202DONALDSON INCDCI61$4,3650.00%
203NNN REIT INCNNN98$4,1750.00%
204NATIONAL BEVERAGE CORPFIZZ78$3,9970.00%
205ISHARES U S ETF TR46431W50777$3,8750.00%
206SPDR SER TR78468R52339$3,8750.00%
207MID-AMER APT CMNTYS INC59522J10326$3,7080.00%
208GENTEX CORPGNTX109$3,6740.00%
209TORO COTORO36$3,3660.00%
210LOWES COS INC54866110715$3,3070.00%
211VANGUARD SCOTTSDALE FDS92206C77170$3,1780.00%
212BIO-TECHNE CORPTECH44$3,1530.00%
213COGNEX CORPCGNX43$2,0110.00%
214ISHARES TR46428868750$1,5780.00%
215SPDR SER TR78464A35916$1,1350.00%
216SPDR SER TR78464A38313$2800.00%
217SPDR SER TR78468R2006$1710.00%
218VANGUARD SCOTTSDALE FDS92206C4092$1620.00%
219VANGUARD SCOTTSDALE FDS92206C4090$00.00%