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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 10 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PSX PHILLIPS 66 Energy 2,186.0 $282K 0.03% NEW $129.02 +38.8%
182 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 7,051.0 $271K 0.03% NEW $38.48 +0.5%
183 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 13,802.0 $265K 0.03% NEW $19.20 +3.4%
184 MSI MOTOROLA SOLUTIONS INC Technology 678.0 $260K 0.03% NEW $383.35 +4.3%
185 NSC NORFOLK SOUTHN CORP Industrials 883.0 $255K 0.03% NEW $288.80 +11.0%
186 WLY WILEY JOHN & SONS INC Communication Services 8,189.0 $251K 0.03% NEW $30.63 +34.9%
187 ADI ANALOG DEVICES INC Technology 924.0 $251K 0.03% NEW $271.20 +55.0%
188 IJJ ISHARES TR 1,880.0 $247K 0.03% NEW $131.59 +5.5%
189 CR CRANE COMPANY Industrials 1,331.0 $245K 0.03% NEW $184.43 -6.6%
190 STLD STEEL DYNAMICS INC Basic Materials 1,412.0 $239K 0.02% NEW $169.45 +34.0%
191 GILD GILEAD SCIENCES INC Healthcare 1,949.0 $239K 0.02% NEW $122.72 +6.3%
192 TLT ISHARES TR 2,649.0 $231K 0.02% NEW $87.16 -4.1%
193 PAYX PAYCHEX INC Industrials 1,960.0 $220K 0.02% NEW $112.18 -16.3%
194 CSX CSX CORP Industrials 5,949.0 $216K 0.02% NEW $36.25 +27.6%
195 AMGN AMGEN INC Healthcare 654.0 $214K 0.02% NEW $327.11 -1.1%
196 VOE VANGUARD INDEX FDS 1,206.0 $214K 0.02% NEW $177.37 +7.8%
197 ATR APTARGROUP INC Healthcare 1,753.0 $214K 0.02% NEW $121.97 -4.5%
198 GD GENERAL DYNAMICS CORP Industrials 626.0 $211K 0.02% NEW $336.66 +0.6%
199 VGT VANGUARD WORLD FD 278.0 $210K 0.02% NEW $753.78 -85.2%
200 ITW ILLINOIS TOOL WKS INC Industrials 835.0 $206K 0.02% NEW $246.30 +1.4%
Page 10 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%