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Portfolio (Quarterly) Guide ↗

City Center Advisors, LLC

· CIK 0002030341
13F Portfolio $108M AUM 155 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 71 Added 41 Reduced 32 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MRK MERCK & CO INC Healthcare 2,105.0 $253K 0.23% NEW $120.29 -4.8%
22 WMT WALMART INC Consumer Defensive 1,996.0 $248K 0.23% NEW $124.28 +8.6%
23 SWKS SKYWORKS SOLUTIONS INC Technology 4,499.0 $241K 0.22% NEW $53.55 +33.4%
24 KLAC KLA CORP Technology 163.0 $240K 0.22% NEW $1472.87 +18.9%
25 DXJ WISDOMTREE TR 1,491.0 $236K 0.22% NEW $158.58 +6.9%
26 TPL TEXAS PACIFIC LAND CORPORATI Energy 496.0 $235K 0.22% NEW $474.62 -17.6%
27 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 3,558.0 $218K 0.20% NEW $61.35 -16.4%
28 BKR BAKER HUGHES COMPANY Energy 3,467.0 $212K 0.20% NEW $61.05 +8.5%
29 SCHF SCHWAB STRATEGIC TR 8,241.0 $204K 0.19% NEW $24.75 +8.4%
30 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 3,809.0 $201K 0.19% NEW $52.70 +3.8%
Page 2 of 2  ·  30 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 30.5%
Financial Services 19.6%
Healthcare 13.3%
Communication Services 10.6%
Industrials 8.6%
Energy 8.6%
Consumer Defensive 5.7%
Utilities 1.5%
Consumer Cyclical 1.5%