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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HLAL LISTED FDS TR 25,122.0 $1.8M 0.41% NEW $71.39 +0.7%
2 HONEYWELL INTL INC 5,646.0 $1.3M 0.29% NEW $223.88
3 HONEYWELL AEROSPACE INC 5,646.0 $1.2M 0.28% NEW $221.06
4 GMO ETF TRUST 20,284.0 $760K 0.17% NEW $37.48
5 UNH UNITEDHEALTH GROUP INC Healthcare 1,490.0 $619K 0.14% NEW $415.54 -3.1%
6 ASML ASML HLDG NV Technology 154.0 $306K 0.07% NEW $1984.83 -12.2%
7 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 3,180.0 $262K 0.06% NEW $82.39 -4.3%
8 URI UNITED RENTALS INC Industrials 225.0 $255K 0.06% NEW $1131.24 -6.9%
9 QXO QXO INC Industrials 14,225.0 $246K 0.06% NEW $17.28 -19.6%
10 DGX QUEST DIAGNOSTICS INC Healthcare 1,154.0 $245K 0.06% NEW $211.99 +15.4%
11 PANW PALO ALTO NETWORKS INC Technology 692.0 $236K 0.05% NEW $341.10 -0.4%
12 TOL TOLL BROTHERS INC Consumer Cyclical 1,387.0 $229K 0.05% NEW $164.79 -9.6%
13 VOE VANGUARD INDEX FDS 1,138.0 $225K 0.05% NEW $197.60 +6.0%
14 DVN DEVON ENERGY CORP NEW Energy 5,001.0 $207K 0.05% NEW $41.32 +14.0%
15 NTLA INTELLIA THERAPEUTICS INC Healthcare 10,000.0 $169K 0.04% NEW $16.92 -22.2%

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 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%