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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
Page 3 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AFL AFLAC INC Financial Services 6,957.0 $763K 0.20% -740.0 -9.6% $109.71 +7.3%
42 NEE NEXTERA ENERGY INC Utilities 7,777.0 $722K 0.19% -792.0 -9.2% $92.88 -5.7%
43 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,076.0 $717K 0.19% -66.0 -3.1% $345.20 -16.8%
44 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 8,793.0 $712K 0.19% -739.0 -7.8% $80.95 +1.2%
45 VZ VERIZON COMMUNICATIONS INC Communication Services 14,175.0 $712K 0.19% -2K -12.3% $50.20 -6.9%
46 WEC WEC ENERGY GROUP INC Utilities 6,085.0 $704K 0.18% -141.0 -2.3% $115.77 -1.4%
47 TFC TRUIST FINL CORP Financial Services 15,098.0 $694K 0.18% -511.0 -3.3% $45.97 +8.3%
48 EMR EMERSON ELEC CO Industrials 4,973.0 $652K 0.17% -357.0 -6.7% $131.01 +8.0%
49 LIN LINDE PLC Basic Materials 1,306.0 $647K 0.17% -148.0 -10.2% $495.68 +4.0%
50 VOO VANGUARD INDEX FDS 955.0 $571K 0.15% -230.0 -19.4% $597.57 +13.1%
51 SNY SANOFI SA Healthcare 11,599.0 $559K 0.15% -192.0 -1.6% $48.18 -14.2%
52 EPD ENTERPRISE PRODS PARTNERS L Energy 14,505.0 $549K 0.14% -84.0 -0.6% $37.84 -4.6%
53 NSC NORFOLK SOUTHN CORP Industrials 1,690.0 $485K 0.13% -242.0 -12.5% $286.97 +5.9%
54 GD GENERAL DYNAMICS CORP Industrials 1,351.0 $464K 0.12% -190.0 -12.3% $343.30 +0.3%
55 GPC GENUINE PARTS CO Consumer Cyclical 4,269.0 $451K 0.12% -119.0 -2.7% $105.74 +4.7%
56 SRE SEMPRA Utilities 4,600.0 $447K 0.12% -75.0 -1.6% $97.17 -4.6%
57 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,537.0 $447K 0.12% -161.0 -9.5% $290.57 -4.1%
58 CB CHUBB LTD SWITZ Financial Services 1,365.0 $445K 0.12% -217.0 -13.7% $325.99 +2.8%
59 UNILEVER PLC 7,145.0 $407K 0.11% -270.0 -3.6% $56.97
60 SPYV SPDR SERIES TRUST 7,019.0 $397K 0.10% -621.0 -8.1% $56.58 +7.1%
Page 3 of 4  ·  68 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 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%