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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 5 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPUS TIDAL TRUST I 14,708.0 $751K 0.20% NEW $51.07 +9.7%
82 SO SOUTHERN CO Utilities 8,560.0 $746K 0.20% NEW $87.20 +9.6%
83 VOO VANGUARD INDEX FDS 1,185.0 $743K 0.20% NEW $627.15 +7.9%
84 EMR EMERSON ELEC CO Industrials 5,330.0 $707K 0.19% NEW $132.72 +8.9%
85 NEE NEXTERA ENERGY INC Utilities 8,569.0 $688K 0.18% NEW $80.28 +8.3%
86 LMT LOCKHEED MARTIN CORP Industrials 1,376.0 $665K 0.18% NEW $483.62 +4.8%
87 VZ VERIZON COMMUNICATIONS INC Communication Services 16,171.0 $659K 0.18% NEW $40.73 +13.0%
88 WEC WEC ENERGY GROUP INC Utilities 6,226.0 $657K 0.18% NEW $105.47 +9.8%
89 KIM KIMCO RLTY CORP Real Estate 32,271.0 $654K 0.18% NEW $20.27 +24.5%
90 MCK MCKESSON CORP Healthcare 793.0 $650K 0.17% NEW $820.29 -5.3%
91 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,472.0 $636K 0.17% NEW $257.22 -13.6%
92 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,142.0 $629K 0.17% NEW $293.51 -2.1%
93 WFC WELLS FARGO CO NEW Financial Services 6,717.0 $626K 0.17% NEW $93.20 -8.3%
94 LIN LINDE PLC Basic Materials 1,454.0 $620K 0.17% NEW $426.50 +23.1%
95 SNY SANOFI SA Healthcare 11,791.0 $571K 0.15% NEW $48.46 -13.2%
96 NSC NORFOLK SOUTHN CORP Industrials 1,932.0 $558K 0.15% NEW $288.74 +7.6%
97 MA MASTERCARD INCORPORATED Financial Services 963.0 $550K 0.15% NEW $570.97 -12.5%
98 GPC GENUINE PARTS CO Consumer Cyclical 4,388.0 $540K 0.14% NEW $122.95 -8.4%
99 DIS DISNEY WALT CO Communication Services 4,707.0 $536K 0.14% NEW $113.78 -11.8%
100 GD GENERAL DYNAMICS CORP Industrials 1,541.0 $519K 0.14% NEW $336.56 +2.6%
Page 5 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%