BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LOW LOWES COS INC Consumer Cyclical 9,324.0 $2.1M 0.47% -127.0 -1.3% $220.49 -4.6%
42 SPSK TIDAL TRUST I 111,372.0 $2.0M 0.45% -18K -13.8% $18.01 -0.4%
43 WMT WALMART INC Consumer Defensive 16,999.0 $1.9M 0.43% -141.0 -0.8% $113.26 -7.9%
44 GOOG ALPHABET INC 5,300.0 $1.9M 0.42% +71.0 +1.4% $353.36
45 SPUS TIDAL TRUST I 31,418.0 $1.8M 0.41% +14K +84.7% $57.50 +1.3%
46 HLAL LISTED FDS TR 25,122.0 $1.8M 0.41% NEW $71.39 +0.8%
47 DE DEERE & CO Industrials 2,743.0 $1.7M 0.39% +103.0 +3.9% $634.35 +0.0%
48 DIA STATE STR SPDR DOW JONES IND Financial Services 3,327.0 $1.7M 0.39% $522.39 +2.3%
49 ORCL ORACLE CORP Technology 11,410.0 $1.7M 0.38% -74.0 -0.6% $146.56 +1.6%
50 ADI ANALOG DEVICES INC Technology 4,058.0 $1.6M 0.36% $397.22 -6.4%
51 GWW WW GRAINGER INC Industrials 1,148.0 $1.6M 0.35% -16.0 -1.4% $1360.03 -1.8%
52 PEP PEPSICO INC Consumer Defensive 11,179.0 $1.5M 0.34% -168.0 -1.5% $135.40 +5.0%
53 TXN TEXAS INSTRS INC Technology 5,000.0 $1.5M 0.34% +56.0 +1.1% $298.07 -12.2%
54 PG PROCTER & GAMBLE CO Consumer Defensive 10,128.0 $1.5M 0.34% -236.0 -2.3% $146.64 -1.1%
55 BLK BLACKROCK INC Financial Services 1,497.0 $1.4M 0.33% -13.0 -0.9% $961.48 +22.0%
56 RY ROYAL BK CDA Financial Services 6,948.0 $1.4M 0.33% +78.0 +1.1% $206.98 +0.1%
57 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,932.0 $1.4M 0.32% +108.0 +3.8% $477.51 -12.5%
58 AMGN AMGEN INC Healthcare 3,817.0 $1.4M 0.31% -556.0 -12.7% $362.16 +21.6%
59 VONG VANGUARD SCOTTSDALE FDS 10,750.0 $1.4M 0.31% +494.0 +4.8% $127.81 -1.9%
60 SPYG SPDR SERIES TRUST 11,287.0 $1.3M 0.30% -2K -16.9% $118.99 +0.9%
Page 3 of 9  ·  165 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%