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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 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RF REGIONS FINANCIAL CORP NEW Financial Services 6,679.0 $202K 0.03% NEW $30.20 +0.7%
22 MO ALTRIA GROUP INC Consumer Defensive 2,795.0 $201K 0.03% NEW $71.95 -8.1%
Page 2 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%