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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 3 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NSC NORFOLK SOUTHN CORP Industrials 1,596.0 $502K 0.11% -94.0 -5.6% $314.58 +12.1%
42 DIS DISNEY WALT CO Communication Services 4,712.0 $454K 0.10% -34.0 -0.7% $96.26 +13.9%
43 CB CHUBB LIMITED Financial Services 1,331.0 $453K 0.10% -34.0 -2.5% $340.70 +0.9%
44 SPYV SPDR SERIES TRUST 6,476.0 $394K 0.09% -543.0 -7.7% $60.79 +4.8%
45 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,280.0 $375K 0.09% -257.0 -16.7% $293.09 +4.6%
46 STT STATE STR CORP Financial Services 2,208.0 $374K 0.09% -327.0 -12.9% $169.59 +14.2%
47 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,369.0 $307K 0.07% -550.0 -28.7% $223.95 +25.6%
48 KO COCA COLA CO Consumer Defensive 3,281.0 $267K 0.06% -172.0 -5.0% $81.27 +10.8%
49 INTU INTUIT Technology 1,008.0 $263K 0.06% -211.0 -17.3% $260.89 +32.6%
50 CRM SALESFORCE INC Technology 1,435.0 $225K 0.05% -31.0 -2.1% $156.66 +31.3%
Page 3 of 3  ·  50 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%