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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 7 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MGK VANGUARD WORLD FD 3,830.0 $337K 0.04% +3K +400.0% $87.91 +1.2%
122 WMT WALMART INC Consumer Defensive 2,854.0 $323K 0.04% +647.0 +29.3% $113.26 -8.4%
123 LOW LOWES COS INC Consumer Cyclical 1,464.0 $323K 0.04% $220.49 -2.0%
124 VTI VANGUARD INDEX FDS 865.0 $320K 0.04% -116.0 -11.8% $369.97 +2.2%
125 DE DEERE & CO Industrials 491.0 $311K 0.04% -13.0 -2.6% $634.33 +2.1%
126 STLD STEEL DYNAMICS INC Basic Materials 1,356.0 $311K 0.04% -56.0 -4.0% $229.46 -0.3%
127 VB VANGUARD INDEX FDS 1,022.0 $310K 0.04% NEW $303.12 +0.5%
128 INTC INTEL CORP Technology 2,190.0 $306K 0.04% NEW $139.63 -35.5%
129 CR CRANE COMPANY Industrials 1,369.0 $305K 0.04% +38.0 +2.9% $223.07 -6.6%
130 WFC WELLS FARGO & CO Financial Services 3,389.0 $280K 0.04% +44.0 +1.3% $82.64 +1.5%
131 QCOM QUALCOMM INC Technology 1,465.0 $271K 0.04% NEW $184.79 -13.0%
132 GLW CORNING INC Technology 1,041.0 $266K 0.04% NEW $255.43 -41.4%
133 VGT VANGUARD WORLD FD 2,224.0 $266K 0.04% NEW $119.52 -0.9%
134 VO VANGUARD INDEX FDS 3,288.0 $265K 0.04% +2K +300.0% $80.57 +3.0%
135 IWM ISHARES TR 842.0 $253K 0.03% -322.0 -27.7% $300.45 -0.2%
136 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 7,051.0 $248K 0.03% $35.22 +3.0%
137 GILD GILEAD SCIENCES INC Healthcare 1,937.0 $245K 0.03% -12.0 -0.6% $126.32 +15.7%
138 NVS NOVARTIS AG Healthcare 1,516.0 $238K 0.03% +66.0 +4.5% $156.73 +1.4%
139 DUK DUKE ENERGY CORP NEW Utilities 1,871.0 $237K 0.03% -172.0 -8.4% $126.61 -5.3%
140 MDLZ MONDELEZ INTL INC Consumer Defensive 4,075.0 $236K 0.03% +317.0 +8.4% $57.84 +11.4%
Page 7 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%