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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 4 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ABBV ABBVIE INC Healthcare 5,299.0 $1.3M 0.30% $251.64 +4.5%
62 MCD MCDONALDS CORP Consumer Cyclical 4,895.0 $1.3M 0.30% +471.0 +10.7% $270.30 -1.2%
63 ABT ABBOTT LABORATORIES Healthcare 14,443.0 $1.3M 0.30% -345.0 -2.3% $90.74 +25.7%
64 ITW ILLINOIS TOOL WKS INC Industrials 4,812.0 $1.3M 0.29% $270.46 +5.6%
65 PSX PHILLIPS 66 Energy 7,573.0 $1.3M 0.29% +78.0 +1.0% $169.05 +43.3%
66 HONEYWELL INTL INC 5,646.0 $1.3M 0.29% NEW $223.88
67 HONEYWELL AEROSPACE INC 5,646.0 $1.2M 0.28% NEW $221.06
68 COP CONOCOPHILLIPS Energy 11,810.0 $1.2M 0.28% -83.0 -0.7% $103.96 +25.6%
69 AVDE AMERICAN CENTY ETF TR 13,571.0 $1.2M 0.27% -17K -55.8% $89.20 +5.8%
70 IVV ISHARES TR 1,471.0 $1.1M 0.25% -1K -48.7% $748.79 +2.8%
71 HD HOME DEPOT INC Consumer Cyclical 3,076.0 $1.1M 0.24% $352.67 -5.1%
72 BAC BANK OF AMER CORP Financial Services 17,960.0 $1.0M 0.23% +2K +14.9% $56.98 +9.2%
73 MRVL MARVELL TECHNOLOGY INC Technology 3,366.0 $1.0M 0.23% +354.0 +11.8% $297.89 -17.7%
74 PAYX PAYCHEX INC Industrials 10,172.0 $1.0M 0.23% -486.0 -4.6% $98.33 +27.0%
75 COF CAPITAL ONE FINL CORP Financial Services 4,927.0 $988K 0.22% -43.0 -0.9% $200.62 +8.3%
76 SO SOUTHERN CO Utilities 10,083.0 $965K 0.22% +619.0 +6.5% $95.71 -6.2%
77 BX BLACKSTONE INC Financial Services 8,184.0 $963K 0.22% +753.0 +10.1% $117.67 +21.7%
78 KIM KIMCO REALTY CORP Real Estate 35,491.0 $900K 0.20% +2K +7.5% $25.35 -5.2%
79 NFLX NETFLIX INC. Communication Services 12,362.0 $883K 0.20% +423.0 +3.5% $71.40 +14.1%
80 SPWO SP FUNDS TRUST 24,855.0 $859K 0.19% +17K +217.5% $34.58 -2.6%
Page 4 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%