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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 8 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GEV GE VERNOVA INC Utilities 199.0 $234K 0.03% NEW $1174.86 -17.8%
142 SPYG SPDR SERIES TRUST 1,921.0 $229K 0.03% NEW $118.99 +0.7%
143 ITW ILLINOIS TOOL WKS INC Industrials 835.0 $226K 0.03% $270.47 +4.5%
144 SYY SYSCO CORP Consumer Defensive 2,697.0 $225K 0.03% NEW $83.58 -0.6%
145 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 10,915.0 $224K 0.03% -2K -18.2% $20.56 +0.6%
146 AMGN AMGEN INC Healthcare 613.0 $222K 0.03% -33.0 -5.1% $362.40 +19.7%
147 DAL DELTA AIR LINES INC Industrials 2,358.0 $221K 0.03% NEW $93.66 -13.5%
148 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 227.0 $219K 0.03% NEW $965.00 -11.9%
149 SPGI S&P GLOBAL INC Financial Services 531.0 $216K 0.03% NEW $407.26 +6.1%
150 IGRO ISHARES TR 2,425.0 $213K 0.03% $87.93 +4.5%
151 IUSV ISHARES TR 1,931.0 $213K 0.03% NEW $110.15 +3.8%
152 SPDW SPDR INDEX SHS FDS 4,168.0 $210K 0.03% NEW $50.39 +2.4%
153 ALL ALLSTATE CORP Financial Services 859.0 $204K 0.03% NEW $237.94 +7.0%
154 PAYX PAYCHEX INC Industrials 2,072.0 $204K 0.03% NEW $98.33 +25.0%
155 CVX CHEVRON CORPORATION Energy 1,225.0 $203K 0.03% -65.0 -5.0% $165.70 +24.2%
156 RF REGIONS FINANCIAL CORP NEW Financial Services 6,679.0 $202K 0.03% NEW $30.20 +0.1%
157 MO ALTRIA GROUP INC Consumer Defensive 2,795.0 $201K 0.03% NEW $71.95 -7.0%
158 IRT INDEPENDENCE RLTY TR INC Real Estate 10,778.0 $180K 0.02% $16.69 -0.4%
159 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 10,546.0 $53K 0.01% $4.99 +3.0%
Page 8 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%