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Portfolio (Quarterly) Guide ↗

CPC Advisors, LLC

· CIK 0001805250
13F Portfolio $616.7B AUM 144 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 41 Added 63 Reduced 78 Exited
Page 1 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TCAF T ROWE PRICE ETF INC 1,822,217.0 $64.9M 10.52% +463K +34.1% $35.59 +12.3%
2 DIVO AMPLIFY ETF TR 1,225,470.0 $55.0M 8.91% +610K +99.2% $44.85 +1.1%
3 AVUS AMERICAN CENTY ETF TR 491,240.0 $54.6M 8.86% +3K +0.7% $111.18 +11.9%
4 CGXU CAPITAL GROUP INTL FOCUS EQT 1,302,417.0 $38.4M 6.23% +28K +2.2% $29.49 +10.3%
5 HTAB HARTFORD FDS EXCHANGE TRADED 2,020,597.0 $38.4M 6.22% +112K +5.9% $19.00 -0.4%
6 ZROZ PIMCO ETF TR 423,982.0 $27.1M 4.40% +21K +5.1% $64.01 -5.9%
7 EZM WISDOMTREE TR 262,309.0 $17.6M 2.86% +7K +2.7% $67.22 +5.7%
8 VZ VERIZON COMMUNICATIONS INC Communication Services 123,287.0 $6.2M 1.00% +53K +76.4% $50.20 -6.3%
9 CAH CARDINAL HEALTH INC Healthcare 26,025.0 $5.5M 0.89% +10K +67.2% $211.31 -7.6%
10 PM PHILIP MORRIS INTL INC Consumer Defensive 32,859.0 $5.4M 0.88% +16K +90.5% $165.34 +16.0%
11 BIL SPDR SERIES TRUST 53,640.0 $4.9M 0.80% +51K +2332.7% $91.64 -0.1%
12 GS GOLDMAN SACHS GROUP INC Financial Services 5,802.0 $4.9M 0.80% +3K +102.9% $846.07 +14.5%
13 NXST NEXSTAR MEDIA GROUP INC Communication Services 26,651.0 $4.8M 0.78% +14K +114.3% $180.82 +9.1%
14 JNJ JOHNSON & JOHNSON Healthcare 17,431.0 $4.3M 0.69% +13K +310.5% $244.44 -5.6%
15 NFG NATIONAL FUEL GAS CO Energy 44,600.0 $4.2M 0.68% +3K +8.5% $93.96 -13.3%
16 OSEA HARBOR ETF TRUST 103,656.0 $3.0M 0.49% +6K +6.2% $28.95 +2.9%
17 ORCL ORACLE CORP Technology 20,313.0 $3.0M 0.48% +14K +234.4% $147.11 +33.0%
18 ABT ABBOTT LABORATORIES Healthcare 28,066.0 $2.9M 0.47% +8K +36.9% $102.67 -17.7%
19 ADI ANALOG DEVICES INC Technology 8,417.0 $2.7M 0.43% +7K +810.9% $318.14 +31.2%
20 KO COCA COLA CO Consumer Defensive 34,154.0 $2.6M 0.42% +4K +15.0% $76.05 +5.8%
Page 1 of 3  ·  41 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.7%
Financial Services 16.3%
Consumer Cyclical 12.9%
Industrials 9.5%
Communication Services 9.3%
Healthcare 8.7%
Consumer Defensive 5.5%
Utilities 2.9%
Energy 2.7%
Basic Materials 1.9%