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Portfolio (Quarterly) Guide ↗

Cerro Pacific Wealth Advisors LLC

· CIK 0001842669
13F Portfolio $371M AUM 153 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 153 New
Page 8 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NDAQ NASDAQ INC Financial Services 2,540.0 $247K 0.07% NEW $97.12 -16.0%
142 KO COCA COLA CO Consumer Defensive 3,508.0 $245K 0.07% NEW $69.91 +15.3%
143 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,219.0 $241K 0.07% NEW $198.01 +19.7%
144 SYK STRYKER CORPORATION Healthcare 671.0 $236K 0.06% NEW $351.28 -10.7%
145 TMUS T-MOBILE US INC Communication Services 1,140.0 $231K 0.06% NEW $202.97 -10.9%
146 CMS CMS ENERGY CORP Utilities 3,203.0 $224K 0.06% NEW $69.93 +9.4%
147 MRVL MARVELL TECHNOLOGY INC Technology 2,603.0 $221K 0.06% NEW $84.99 +225.6%
148 CL COLGATE PALMOLIVE CO Consumer Defensive 2,626.0 $207K 0.06% NEW $79.01 +16.3%
149 HAL HALLIBURTON CO Energy 7,183.0 $203K 0.06% NEW $28.26 +20.0%
150 MCO MOODYS CORP Financial Services 394.0 $201K 0.05% NEW $510.28 -11.9%
151 KALV KALVISTA PHARMACEUTICALS INC Healthcare 10,000.0 $162K 0.04% NEW $16.15 +67.2%
152 AI C3 AI INC Technology 10,625.0 $143K 0.04% NEW $13.48 -30.9%
153 NIM NUVEEN SELECT MAT MUN FD Financial Services 11,400.0 $106K 0.03% NEW $9.31 -0.2%
Page 8 of 8  ·  153 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 33.6%
Financial Services 28.0%
Healthcare 7.3%
Industrials 6.8%
Consumer Defensive 6.1%
Communication Services 5.8%
Energy 4.8%
Consumer Cyclical 4.7%
Utilities 1.8%
Basic Materials 0.7%