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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 7 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VGT VANGUARD WORLD FD 449.0 $338K 0.09% NEW $753.78 -84.7%
122 CAT CATERPILLAR INC Industrials 577.0 $331K 0.09% NEW $572.87 +73.6%
123 EWJ ISHARES INC 4,044.0 $327K 0.09% NEW $80.74 +14.7%
124 QLTA ISHARES TR 6,696.0 $322K 0.09% NEW $48.09 -0.9%
125 PWR QUANTA SVCS INC Industrials 760.0 $321K 0.09% NEW $422.11 +66.3%
126 TT TRANE TECHNOLOGIES PLC Industrials 818.0 $319K 0.09% NEW $389.38 +24.1%
127 AXP AMERICAN EXPRESS CO Financial Services 860.0 $318K 0.09% NEW $370.00 -7.4%
128 FDS FACTSET RESH SYS INC Financial Services 1,071.0 $311K 0.08% NEW $290.12 -25.4%
129 ASH ASHLAND INC Basic Materials 5,215.0 $306K 0.08% NEW $58.67 +8.1%
130 ETN EATON CORP PLC Industrials 959.0 $305K 0.08% NEW $318.51 +27.0%
131 ASTRAZENECA PLC 3,300.0 $303K 0.08% NEW $91.94
132 AJG GALLAGHER ARTHUR J & CO Financial Services 1,157.0 $299K 0.08% NEW $258.75 -14.7%
133 PM PHILIP MORRIS INTL INC Consumer Defensive 1,861.0 $298K 0.08% NEW $160.39 +11.5%
134 SBUX STARBUCKS CORP Consumer Cyclical 3,388.0 $285K 0.08% NEW $84.21 +22.9%
135 AMP AMERIPRISE FINL INC Financial Services 582.0 $285K 0.08% NEW $490.08 -5.9%
136 GE GE AEROSPACE Industrials 906.0 $279K 0.07% NEW $308.09 +18.8%
137 LNT ALLIANT ENERGY CORP Utilities 4,000.0 $260K 0.07% NEW $65.01 +16.3%
138 USB US BANCORP DEL Financial Services 4,837.0 $258K 0.07% NEW $53.36 +12.6%
139 BX BLACKSTONE INC Financial Services 1,654.0 $255K 0.07% NEW $154.13 -26.7%
140 IGSB ISHARES TR 4,688.0 $248K 0.07% NEW $52.88 -1.0%
Page 7 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%