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Portfolio (Quarterly) Guide ↗

CPC Advisors, LLC

· CIK 0001805250
13F Portfolio $616.7B AUM 144 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 41 Added 63 Reduced 78 Exited
Page 8 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LHX L3HARRIS TECHNOLOGIES INC Industrials 584.0 $202K 0.03% -100.0 -14.6% $345.15 -10.9%
142 ACN ACCENTURE PLC IRELAND Technology 1,011.0 $200K 0.03% NEW $198.29 -14.9%
143 IRT INDEPENDENCE RLTY TR INC Real Estate 10,778.0 $160K 0.03% $14.89 +9.1%
144 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 10,546.0 $54K 0.01% $5.10 +0.8%
Page 8 of 8  ·  144 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 28.7%
Financial Services 16.3%
Consumer Cyclical 12.9%
Industrials 9.5%
Communication Services 9.3%
Healthcare 8.7%
Consumer Defensive 5.5%
Utilities 2.9%
Energy 2.7%
Basic Materials 1.9%