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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 5 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 V VISA INC Financial Services 3,044.0 $1.0M 0.14% +54.0 +1.8% $343.12 +6.6%
82 FNDF SCHWAB STRATEGIC TR 19,410.0 $1.0M 0.14% -2K -10.3% $52.76 +5.0%
83 IJH ISHARES TR 11,947.0 $921K 0.12% +1K +11.4% $77.11 -1.0%
84 FDVV FIDELITY COVINGTON TRUST 14,593.0 $880K 0.12% -4K -22.1% $60.29 +4.6%
85 SPYM SPDR SERIES TRUST 9,833.0 $864K 0.12% +4K +60.9% $87.88 +2.2%
86 TSLA TESLA INC Consumer Cyclical 2,053.0 $863K 0.12% +37.0 +1.8% $420.60 -17.9%
87 MCD MCDONALDS CORP Consumer Cyclical 3,137.0 $848K 0.11% +124.0 +4.1% $270.35 -0.5%
88 DON WISDOMTREE TR 14,955.0 $845K 0.11% -1K -6.8% $56.52 +2.8%
89 RJF RAYMOND JAMES FINL INC Financial Services 5,384.0 $819K 0.11% -2K -31.5% $152.03 +13.4%
90 TOPT ISHARES TR 22,340.0 $735K 0.10% NEW $32.92 +1.0%
91 IEFA ISHARES TR 7,379.0 $713K 0.10% +2K +44.4% $96.58 +3.5%
92 GPC GENUINE PARTS CO Consumer Cyclical 5,745.0 $678K 0.09% -324.0 -5.3% $117.98 +12.7%
93 UNH UNITEDHEALTH GROUP INC Healthcare 1,503.0 $625K 0.08% -171.0 -10.2% $415.67 -7.4%
94 CAT CATERPILLAR INC Industrials 564.0 $601K 0.08% $1064.90 -23.4%
95 EFA ISHARES TR 5,624.0 $584K 0.08% -1K -15.5% $103.88 +3.3%
96 IWS ISHARES TR 3,545.0 $584K 0.08% +457.0 +14.8% $164.60 +3.9%
97 PG PROCTER & GAMBLE CO Consumer Defensive 3,926.0 $576K 0.08% +64.0 +1.7% $146.64 -2.5%
98 BIL SPDR SERIES TRUST 6,219.0 $570K 0.08% -47K -88.4% $91.64 -0.1%
99 BAC BANK OF AMER CORP Financial Services 9,785.0 $558K 0.07% +2K +32.6% $56.98 +8.6%
100 NEE NEXTERA ENERGY INC Utilities 6,226.0 $546K 0.07% +691.0 +12.5% $87.76 -3.1%
Page 5 of 8  ·  159 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%