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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 1 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PFM INVESCO EXCHANGE TRADED FD T 49,813.0 $2.8M 0.37% NEW $55.45 +3.6%
2 SPACE EXPLORATION TECHN CORP 15,388.0 $2.6M 0.35% NEW $170.86
3 GOVZ ISHARES TR 60,035.0 $2.2M 0.30% NEW $36.73 -9.4%
4 TOPT ISHARES TR 22,340.0 $735K 0.10% NEW $32.92 +1.2%
5 VEA VANGUARD TAX-MANAGED FDS 5,756.0 $410K 0.06% NEW $71.25 +3.1%
6 VB VANGUARD INDEX FDS 1,022.0 $310K 0.04% NEW $303.12 +0.5%
7 INTC INTEL CORP Technology 2,190.0 $306K 0.04% NEW $139.63 -35.5%
8 QCOM QUALCOMM INC Technology 1,465.0 $271K 0.04% NEW $184.79 -13.0%
9 GLW CORNING INC Technology 1,041.0 $266K 0.04% NEW $255.43 -41.3%
10 VGT VANGUARD WORLD FD 2,224.0 $266K 0.04% NEW $119.52 -0.9%
11 GEV GE VERNOVA INC Utilities 199.0 $234K 0.03% NEW $1174.86 -18.6%
12 SPYG SPDR SERIES TRUST 1,921.0 $229K 0.03% NEW $118.99 +1.0%
13 SYY SYSCO CORP Consumer Defensive 2,697.0 $225K 0.03% NEW $83.58 +0.6%
14 DAL DELTA AIR LINES INC Industrials 2,358.0 $221K 0.03% NEW $93.66 -12.0%
15 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 227.0 $219K 0.03% NEW $965.00 -11.9%
16 SPGI S&P GLOBAL INC Financial Services 531.0 $216K 0.03% NEW $407.26 +5.8%
17 IUSV ISHARES TR 1,931.0 $213K 0.03% NEW $110.15 +4.3%
18 SPDW SPDR INDEX SHS FDS 4,168.0 $210K 0.03% NEW $50.39 +3.2%
19 ALL ALLSTATE CORP Financial Services 859.0 $204K 0.03% NEW $237.94 +6.7%
20 PAYX PAYCHEX INC Industrials 2,072.0 $204K 0.03% NEW $98.33 +26.6%
Page 1 of 2  ·  22 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%