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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 4 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 MAA MID-AMER APT CMNTYS INC Real Estate 3,710 $515K 0.05% SOLD
62 STAG STAG INDL INC Real Estate 11,992 $441K 0.04% SOLD
63 ACWX ISHARES TR 6,432 $432K 0.04% SOLD
64 BMI BADGER METER INC Technology 2,449 $427K 0.04% SOLD
65 NOBL PROSHARES TR 3,588 $373K 0.04% SOLD
66 MDT MEDTRONIC PLC Healthcare 3,627 $348K 0.04% SOLD
67 RDVY FIRST TR EXCHANGE TRADED FD 4,918 $342K 0.03% SOLD
68 DGRO ISHARES TR 4,552 $316K 0.03% SOLD
69 IEMG ISHARES INC 4,509 $303K 0.03% SOLD
70 MSI MOTOROLA SOLUTIONS INC Technology 678 $260K 0.03% SOLD
71 WLY WILEY JOHN & SONS INC Communication Services 8,189 $251K 0.03% SOLD
72 IJJ ISHARES TR 1,880 $247K 0.03% SOLD
73 TLT ISHARES TR 2,649 $231K 0.02% SOLD
74 PAYX PAYCHEX INC Industrials 1,960 $220K 0.02% SOLD
75 VOE VANGUARD INDEX FDS 1,206 $214K 0.02% SOLD
76 ATR APTARGROUP INC Healthcare 1,753 $214K 0.02% SOLD
77 GD GENERAL DYNAMICS CORP Industrials 626 $211K 0.02% SOLD
78 VGT VANGUARD WORLD FD 278 $210K 0.02% SOLD
Page 4 of 4  ·  78 positions
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%