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Portfolio (Quarterly) Guide ↗

CPA Asset Management Group, LLC

· CIK 0001963967
13F Portfolio $298M AUM 99 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 10 Added 30 Reduced 9 Exited
Page 5 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MINN TRUST FOR PROFESSIONAL MANAG 13,112.0 $290K 0.10% $22.13 +0.7%
82 JEPI J P MORGAN EXCHANGE TRADED F 5,092.0 $289K 0.10% -16K -76.3% $56.68 -0.6%
83 GILD GILEAD SCIENCES INC Healthcare 2,061.0 $287K 0.10% $139.37 -4.1%
84 DFAU DIMENSIONAL ETF TRUST 6,206.0 $280K 0.09% $45.12 +14.6%
85 RSP INVESCO EXCHANGE TRADED FD T 1,452.0 $279K 0.09% $191.89 +8.3%
86 GS GOLDMAN SACHS GROUP INC Financial Services 327.0 $277K 0.09% $845.99 +17.7%
87 META META PLATFORMS INC Communication Services 481.0 $275K 0.09% $572.13 +10.0%
88 VOT VANGUARD INDEX FDS 1,032.0 $266K 0.09% $257.35 +14.2%
89 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 759.0 $257K 0.09% $337.95 +24.4%
90 SYY SYSCO CORP Consumer Defensive 3,400.0 $243K 0.08% $71.33 +5.8%
91 SBUX STARBUCKS CORP Consumer Cyclical 2,703.0 $242K 0.08% $89.59 +13.2%
92 VBIL VANGUARD INSTL INDEX FD 3,058.0 $231K 0.08% $75.65 -0.0%
93 DAL DELTA AIR LINES INC Industrials 3,365.0 $224K 0.07% $66.48 +22.2%
94 IEMG ISHARES INC 3,191.0 $223K 0.07% -234.0 -6.8% $69.75 +19.7%
95 SHEL SHELL PLC Energy 2,356.0 $219K 0.07% NEW $93.00 -9.8%
96 INTC INTEL CORP Technology 4,900.0 $216K 0.07% NEW $44.13 +172.3%
97 IBM INTERNATIONAL BUSINESS MACHS Technology 886.0 $215K 0.07% $242.39 +5.5%
98 BITO PROSHARES TR 21,746.0 $202K 0.07% $9.31 +9.6%
99 LYG LLOYDS BANKING GROUP PLC Financial Services 23,185.0 $117K 0.04% -1K -5.3% $5.03 +9.2%
Page 5 of 5  ·  99 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
Financial Services 40.0%
Industrials 14.0%
Technology 13.8%
Healthcare 8.2%
Consumer Cyclical 7.4%
Consumer Defensive 4.5%
Communication Services 3.6%
Energy 3.6%
Basic Materials 2.9%
Utilities 1.4%