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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 6 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 OMC OMNICOM GROUP INC Communication Services 6,413.0 $518K 0.14% NEW $80.75 -8.8%
102 ACN ACCENTURE PLC IRELAND Technology 1,858.0 $498K 0.13% NEW $268.27 -51.9%
103 CB CHUBB LIMITED Financial Services 1,582.0 $494K 0.13% NEW $312.06 +7.4%
104 UNILEVER PLC 7,415.0 $485K 0.13% NEW $65.40
105 ANET ARISTA NETWORKS INC Technology 3,636.0 $476K 0.13% NEW $131.03 +23.4%
106 EPD ENTERPRISE PRODS PARTNERS L Energy 14,589.0 $468K 0.13% NEW $32.06 +12.6%
107 SPYV SPDR SERIES TRUST 7,640.0 $434K 0.12% NEW $56.81 +6.7%
108 MRK MERCK & CO INC Healthcare 4,118.0 $433K 0.12% NEW $105.27 +14.6%
109 FENI FIDELITY COVINGTON TRUST 11,544.0 $422K 0.11% NEW $36.58 +8.0%
110 APH AMPHENOL CORP NEW Technology 3,116.0 $421K 0.11% NEW $135.13 +20.5%
111 APD AIR PRODS & CHEMS INC Basic Materials 1,698.0 $419K 0.11% NEW $246.96 +12.9%
112 SRE SEMPRA Utilities 4,675.0 $413K 0.11% NEW $88.29 +5.0%
113 UNH UNITEDHEALTH GROUP INC Healthcare 1,248.0 $412K 0.11% NEW $330.07 +22.9%
114 J JACOBS SOLUTIONS INC Industrials 3,077.0 $408K 0.11% NEW $132.45 -7.9%
115 CRM SALESFORCE INC Technology 1,445.0 $383K 0.10% NEW $264.89 -42.3%
116 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,328.0 $377K 0.10% NEW $161.99 -19.7%
117 IEFA ISHARES TR 4,121.0 $369K 0.10% NEW $89.46 +6.5%
118 SPYM SPDR SERIES TRUST 4,388.0 $352K 0.10% NEW $80.22 +7.6%
119 BIV VANGUARD BD INDEX FDS 4,514.0 $352K 0.10% NEW $77.88 -1.4%
120 TEL TE CONNECTIVITY PLC Technology 1,501.0 $342K 0.09% NEW $227.52 -12.7%
Page 6 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%