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Portfolio (Quarterly) Guide ↗

CPC Advisors, LLC

· CIK 0001805250
13F Portfolio $742M AUM 159 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 22 New 74 Added 46 Reduced 7 Exited
Page 4 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PEP PEPSICO INC Consumer Defensive 3,607.0 $488K 0.07% +39.0 +1.1% $135.39 +6.0%
62 SLYV SPDR SERIES TRUST 3,932.0 $429K 0.06% +641.0 +19.5% $109.11 +1.2%
63 CWB SPDR SERIES TRUST 3,944.0 $425K 0.06% +560.0 +16.6% $107.82 -3.8%
64 VUG VANGUARD INDEX FDS 4,846.0 $417K 0.06% +4K +499.8% $86.14 +1.6%
65 RTX RTX CORPORATION Industrials 2,056.0 $390K 0.05% +33.0 +1.6% $189.73 +10.6%
66 IVV ISHARES TR 505.0 $378K 0.05% +17.0 +3.5% $748.89 +2.7%
67 NSC NORFOLK SOUTHN CORP Industrials 1,162.0 $366K 0.05% +149.0 +14.7% $314.71 +11.4%
68 MGK VANGUARD WORLD FD 3,830.0 $337K 0.04% +3K +400.0% $87.91 +1.2%
69 WMT WALMART INC Consumer Defensive 2,854.0 $323K 0.04% +647.0 +29.3% $113.26 -8.4%
70 CR CRANE COMPANY Industrials 1,369.0 $305K 0.04% +38.0 +2.9% $223.07 -6.6%
71 WFC WELLS FARGO & CO Financial Services 3,389.0 $280K 0.04% +44.0 +1.3% $82.64 +1.5%
72 VO VANGUARD INDEX FDS 3,288.0 $265K 0.04% +2K +300.0% $80.57 +3.0%
73 NVS NOVARTIS AG Healthcare 1,516.0 $238K 0.03% +66.0 +4.5% $156.73 +1.4%
74 MDLZ MONDELEZ INTL INC Consumer Defensive 4,075.0 $236K 0.03% +317.0 +8.4% $57.84 +11.4%
Page 4 of 4  ·  74 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 30.9%
Financial Services 16.7%
Consumer Cyclical 12.6%
Industrials 10.5%
Healthcare 8.4%
Communication Services 8.0%
Consumer Defensive 5.4%
Utilities 2.6%
Energy 2.0%
Real Estate 1.6%