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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 3 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IJH ISHARES TR 10,728.0 $724K 0.12% -5K -31.7% $67.53 +6.9%
42 MRK MERCK & CO INC Healthcare 4,016.0 $483K 0.08% -64K -94.1% $120.29 -5.7%
43 IEFA ISHARES TR 5,109.0 $463K 0.07% -5K -48.7% $90.53 +5.2%
44 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 424.0 $422K 0.07% -3K -86.3% $996.43 +4.5%
45 CAT CATERPILLAR INC Industrials 564.0 $400K 0.07% -17K -96.8% $708.46 +25.4%
46 PSX PHILLIPS 66 Energy 2,160.0 $393K 0.06% -26.0 -1.2% $182.15 -5.8%
47 RTX RTX CORPORATION Industrials 2,023.0 $390K 0.06% -39K -95.0% $192.89 -8.9%
48 NUSC NUSHARES ETF TR 8,155.0 $367K 0.06% -106.0 -1.3% $45.06 +6.6%
49 LOW LOWES COS INC Consumer Cyclical 1,464.0 $346K 0.06% -290.0 -16.5% $236.28 -5.4%
50 IVV ISHARES TR 488.0 $319K 0.05% -474.0 -49.3% $653.21 +13.7%
51 VTI VANGUARD INDEX FDS 981.0 $315K 0.05% -1K -55.1% $320.84 +13.1%
52 IVW ISHARES TR 2,649.0 $300K 0.05% -3K -54.3% $113.11 +20.9%
53 DE DEERE & CO Industrials 504.0 $284K 0.05% -132.0 -20.8% $563.30 +2.0%
54 WMT WALMART INC Consumer Defensive 2,207.0 $274K 0.04% -113K -98.1% $124.28 +6.6%
55 DUK DUKE ENERGY CORP NEW Utilities 2,043.0 $268K 0.04% -52K -96.2% $130.95 -5.1%
56 CVX CHEVRON CORPORATION Energy 1,290.0 $267K 0.04% -49.0 -3.7% $206.86 -9.8%
57 WFC WELLS FARGO & CO Financial Services 3,345.0 $266K 0.04% -786.0 -19.0% $79.61 -7.3%
58 IVE ISHARES TR 1,240.0 $262K 0.04% -156.0 -11.2% $211.15 +5.8%
59 KNG FIRST TR EXCHANGE-TRADED FD 4,968.0 $242K 0.04% -2K -28.9% $48.71 -1.3%
60 VO VANGUARD INDEX FDS 822.0 $236K 0.04% -875.0 -51.6% $287.18 -73.4%
Page 3 of 4  ·  63 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%