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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 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWM ISHARES TR 842.0 $253K 0.03% -322.0 -27.7% $300.45 -0.2%
42 GILD GILEAD SCIENCES INC Healthcare 1,937.0 $245K 0.03% -12.0 -0.6% $126.32 +15.7%
43 DUK DUKE ENERGY CORP NEW Utilities 1,871.0 $237K 0.03% -172.0 -8.4% $126.61 -5.3%
44 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 10,915.0 $224K 0.03% -2K -18.2% $20.56 +0.9%
45 AMGN AMGEN INC Healthcare 613.0 $222K 0.03% -33.0 -5.1% $362.40 +21.2%
46 CVX CHEVRON CORPORATION Energy 1,225.0 $203K 0.03% -65.0 -5.0% $165.70 +23.9%
Page 3 of 3  ·  46 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%