Caseys General Stores INC

• VL Value Line Funds Portfolio Manager Q&A: Value Line Mid Cap Focused Fund (VLIFX/VLMIX) ↗ Value Line Mid Cap Focused Fund maintained its emphasis on consistent earnings, durable business models and stable operating performance despite a late-quarter shift toward speculative growth shares. CACI International supported Industrials, while Casey’s General Stores detracted after investors reacted cautiously to its quarterly outlook; the fund retained its quality-focused risk discipline. 3rd Quarter 2026 —
• VL Value Line Funds Portfolio Manager Q&A: Value Line Mid Cap Focused Fund (VLIFX/VLMIX) ↗ Value Line Mid Cap Focused Fund reduced Monolithic Power Systems, HEICO and Casey’s General Stores after their appreciation, while technology holdings Tyler Technologies and Roper Technologies lagged speculative mid-cap areas. The fund added O’Reilly Automotive, Curtiss-Wright, argenx and W.W. Grainger, and exited IQVIA, ICON, IDEXX Laboratories and Exponent under its consistency-focused risk discipline. 2nd Quarter 2026 —
• VL Value Line Funds Portfolio Manager Q&A ↗ Value Line Mid Cap Focused Fund added ITT, citing the industrial company's durable growth and operating consistency, and exited West Pharmaceutical Services, Churchill Downs, Pool, Mettler-Toledo and Gartner. The fund emphasized stable operations, strong balance sheets, consistent earnings, disciplined sizing and diversification amid changing market leadership. 1st Quarter 2026 —

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