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Portfolio (Quarterly) Guide ↗

CPC Advisors, LLC

· CIK 0001805250
13F Portfolio $990M AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 207 New
Page 8 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LFUS LITTELFUSE INC Technology 2,813.0 $711K 0.07% NEW $252.92 +76.4%
142 IVV ISHARES TR 962.0 $659K 0.07% NEW $684.94 +8.3%
143 EFA ISHARES TR 6,655.0 $639K 0.07% NEW $96.03 +6.9%
144 AXP AMERICAN EXPRESS CO Financial Services 1,587.0 $587K 0.06% NEW $369.95 -15.6%
145 PDP INVESCO EXCHANGE TRADED FD T 4,815.0 $560K 0.06% NEW $116.40 +17.7%
146 MAA MID-AMER APT CMNTYS INC Real Estate 3,710.0 $515K 0.05% NEW $138.92 -9.5%
147 VO VANGUARD INDEX FDS 1,697.0 $493K 0.05% NEW $290.22 -73.6%
148 SPYM SPDR SERIES TRUST 6,112.0 $490K 0.05% NEW $80.22 +8.4%
149 SCHG SCHWAB STRATEGIC TR 14,719.0 $480K 0.05% NEW $32.62 +4.8%
150 PEP PEPSICO INC Consumer Defensive 3,207.0 $460K 0.05% NEW $143.50 +3.9%
151 PG PROCTER AND GAMBLE CO Consumer Defensive 3,183.0 $456K 0.05% NEW $143.30 -1.2%
152 STAG STAG INDL INC Real Estate 11,992.0 $441K 0.04% NEW $36.76 +2.7%
153 ACWX ISHARES TR 6,432.0 $432K 0.04% NEW $67.13 +10.4%
154 BMI BADGER METER INC Technology 2,449.0 $427K 0.04% NEW $174.42 -31.8%
155 LOW LOWES COS INC Consumer Cyclical 1,754.0 $423K 0.04% NEW $241.16 -9.4%
156 DIA SPDR DOW JONES INDL AVERAGE Financial Services 862.0 $414K 0.04% NEW $480.72 +3.4%
157 BAC BANK AMERICA CORP Financial Services 7,381.0 $406K 0.04% NEW $55.00 -9.5%
158 SDVY FIRST TR EXCHANGE-TRADED FD 10,512.0 $403K 0.04% NEW $38.32 +7.2%
159 VUG VANGUARD INDEX FDS 808.0 $394K 0.04% NEW $487.94 -82.2%
160 WFC WELLS FARGO CO NEW Financial Services 4,131.0 $385K 0.04% NEW $93.20 -21.2%
Page 8 of 11  ·  207 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 25.3%
Financial Services 20.5%
Industrials 14.8%
Communication Services 9.3%
Consumer Cyclical 8.0%
Healthcare 5.9%
Utilities 4.7%
Real Estate 4.4%
Consumer Defensive 4.4%
Energy 2.3%