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Portfolio (Quarterly) Guide ↗

Cerro Pacific Wealth Advisors LLC

· CIK 0001842669
13F Portfolio $442M AUM 165 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 73 Added 50 Reduced 9 Exited
Page 4 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EWJ ISHARES INC 4,065.0 $379K 0.09% +21.0 +0.5% $93.28 +2.3%
62 CSX CSX CORP Industrials 7,556.0 $359K 0.08% +2K +29.6% $47.53 +8.9%
63 AZN ASTRAZENECA PLC Healthcare 1,851.0 $351K 0.08% +177.0 +10.6% $189.64 -12.3%
64 GE GE AEROSPACE Industrials 931.0 $348K 0.08% +14.0 +1.5% $373.74 -5.2%
65 PM PHILIP MORRIS INTL INC Consumer Defensive 1,855.0 $336K 0.08% +16.0 +0.9% $180.95 +7.3%
66 AMP AMERIPRISE FINL INC Financial Services 725.0 $332K 0.07% +67.0 +10.2% $458.62 +22.2%
67 LNT ALLIANT ENERGY CORP Utilities 4,120.0 $314K 0.07% +120.0 +3.0% $76.29 -9.7%
68 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 857.0 $283K 0.06% +43.0 +5.3% $330.41 +0.7%
69 TMUS T-MOBILE US INC Communication Services 1,452.0 $244K 0.06% +200.0 +16.0% $167.70 +7.1%
70 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 3,319.0 $241K 0.05% +354.0 +11.9% $72.52 +9.3%
71 NDAQ NASDAQ INC Financial Services 3,017.0 $238K 0.05% +212.0 +7.6% $78.82 +26.2%
72 SYK STRYKER CORPORATION Healthcare 699.0 $220K 0.05% +31.0 +4.6% $314.85 +4.7%
73 SHEL SHELL PLC Energy 2,829.0 $219K 0.05% +423.0 +17.6% $77.55 +17.5%
Page 4 of 4  ·  73 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 35.3%
Financial Services 28.9%
Healthcare 6.9%
Industrials 5.8%
Consumer Defensive 5.7%
Energy 5.0%
Consumer Cyclical 4.8%
Communication Services 4.5%
Utilities 1.9%
Basic Materials 0.8%