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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 5 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KIM KIMCO REALTY CORP Real Estate 33,002.0 $742K 0.20% +731.0 +2.3% $22.47 +13.1%
82 NEE NEXTERA ENERGY INC Utilities 7,777.0 $722K 0.19% -792.0 -9.2% $92.88 -5.7%
83 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,076.0 $717K 0.19% -66.0 -3.1% $345.20 -16.8%
84 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 8,793.0 $712K 0.19% -739.0 -7.8% $80.95 +1.2%
85 VZ VERIZON COMMUNICATIONS INC Communication Services 14,175.0 $712K 0.19% -2K -12.3% $50.20 -6.9%
86 IBM INTERNATIONAL BUSINESS MACHS Technology 2,912.0 $706K 0.18% +157.0 +5.7% $242.38 +8.5%
87 WEC WEC ENERGY GROUP INC Utilities 6,085.0 $704K 0.18% -141.0 -2.3% $115.77 -1.4%
88 V VISA INC Financial Services 2,304.0 $697K 0.18% +119.0 +5.5% $302.30 +9.9%
89 TFC TRUIST FINL CORP Financial Services 15,098.0 $694K 0.18% -511.0 -3.3% $45.97 +8.3%
90 MCK MCKESSON CORP Healthcare 793.0 $686K 0.18% $865.36 -11.4%
91 EMR EMERSON ELEC CO Industrials 4,973.0 $652K 0.17% -357.0 -6.7% $131.01 +8.0%
92 LIN LINDE PLC Basic Materials 1,306.0 $647K 0.17% -148.0 -10.2% $495.68 +4.0%
93 F FORD MTR CO Consumer Cyclical 51,305.0 $592K 0.15% NEW $11.54 +19.9%
94 VOO VANGUARD INDEX FDS 955.0 $571K 0.15% -230.0 -19.4% $597.57 +13.1%
95 SNY SANOFI SA Healthcare 11,599.0 $559K 0.15% -192.0 -1.6% $48.18 -14.2%
96 WFC WELLS FARGO & CO Financial Services 6,902.0 $549K 0.14% +185.0 +2.8% $79.61 +5.7%
97 EPD ENTERPRISE PRODS PARTNERS L Energy 14,505.0 $549K 0.14% -84.0 -0.6% $37.84 -4.6%
98 OMC OMNICOM GROUP INC Communication Services 7,106.0 $535K 0.14% +693.0 +10.8% $75.31 -2.2%
99 MA MASTERCARD INCORPORATED Financial Services 1,067.0 $533K 0.14% +104.0 +10.8% $499.82 -1.1%
100 INTU INTUIT Technology 1,219.0 $527K 0.14% +39.0 +3.3% $432.25 -39.3%
Page 5 of 8  ·  159 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%