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Portfolio (Quarterly) Guide ↗

Cerro Pacific Wealth Advisors LLC

· CIK 0001842669
13F Portfolio $381M AUM 159 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 51 Added 68 Reduced 12 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VONG VANGUARD SCOTTSDALE FDS 10,256.0 $1.1M 0.29% NEW $109.69 +12.3%
2 F FORD MTR CO Consumer Cyclical 51,305.0 $592K 0.15% NEW $11.54 +19.9%
3 KRE SPDR SERIES TRUST 5,112.0 $333K 0.09% NEW $65.16 +13.5%
4 AZN ASTRAZENECA PLC Healthcare 1,674.0 $330K 0.09% NEW $197.24 -7.2%
5 STT STATE STR CORP Financial Services 2,535.0 $321K 0.08% NEW $126.57 +33.4%
6 WMB WILLIAMS COS INC Energy 4,173.0 $304K 0.08% NEW $72.78 +4.1%
7 MSI MOTOROLA SOLUTIONS INC Technology 574.0 $249K 0.07% NEW $433.97 -7.7%
8 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 814.0 $248K 0.07% NEW $304.08 +12.9%
9 CSX CSX CORP Industrials 5,829.0 $239K 0.06% NEW $41.05 +12.2%
10 SHEL SHELL PLC Energy 2,406.0 $224K 0.06% NEW $93.01 -16.5%
11 SPWO SP FUNDS TRUST 7,829.0 $221K 0.06% NEW $28.20 +19.0%
12 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 2,965.0 $219K 0.06% NEW $73.91 -1.6%
13 KR KROGER CO Consumer Defensive 2,993.0 $217K 0.06% NEW $72.36 -19.2%
14 GEV GE VERNOVA INC Utilities 246.0 $215K 0.06% NEW $872.90 +21.2%
15 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 2,809.0 $214K 0.06% NEW $76.16 +13.8%
16 CTRA COTERRA ENERGY INC Energy 6,067.0 $213K 0.06% NEW $35.14 -7.3%
17 HP HELMERICH & PAYNE INC Energy 5,677.0 $205K 0.05% NEW $36.03 -9.1%
18 IJH ISHARES TR 2,993.0 $202K 0.05% NEW $67.53 +12.2%

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 31.0%
Financial Services 27.3%
Energy 7.2%
Industrials 7.1%
Healthcare 7.0%
Consumer Defensive 6.8%
Communication Services 5.5%
Consumer Cyclical 4.9%
Utilities 2.0%
Basic Materials 0.8%