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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 7 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ASH ASHLAND INC Basic Materials 6,719.0 $443K 0.10% +266.0 +4.1% $65.89 +12.8%
122 KRE SPDR SERIES TRUST 5,876.0 $440K 0.10% +764.0 +14.9% $74.85 -0.4%
123 VGT VANGUARD WORLD FD 3,456.0 $413K 0.09% +3K +700.0% $119.52 -1.3%
124 IEFA ISHARES TR 4,129.0 $399K 0.09% $96.57 +4.5%
125 WMB WILLIAMS COS INC Energy 5,317.0 $395K 0.09% +1K +27.4% $74.34 +0.1%
126 SPYV SPDR SERIES TRUST 6,476.0 $394K 0.09% -543.0 -7.7% $60.79 +4.8%
127 AXP AMERICAN EXPRESS CO Financial Services 1,151.0 $389K 0.09% +125.0 +12.2% $338.26 -0.6%
128 SPYM SPDR SERIES TRUST 4,377.0 $385K 0.09% $87.88 +2.6%
129 EWJ ISHARES INC 4,065.0 $379K 0.09% +21.0 +0.5% $93.28 +2.3%
130 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,280.0 $375K 0.09% -257.0 -16.7% $293.09 +4.6%
131 STT STATE STR CORP Financial Services 2,208.0 $374K 0.09% -327.0 -12.9% $169.59 +14.2%
132 CSX CSX CORP Industrials 7,556.0 $359K 0.08% +2K +29.6% $47.53 +8.9%
133 AZN ASTRAZENECA PLC Healthcare 1,851.0 $351K 0.08% +177.0 +10.6% $189.64 -12.3%
134 GE GE AEROSPACE Industrials 931.0 $348K 0.08% +14.0 +1.5% $373.74 -5.2%
135 BIV VANGUARD BD INDEX FDS 4,514.0 $346K 0.08% $76.70 -1.2%
136 PM PHILIP MORRIS INTL INC Consumer Defensive 1,855.0 $336K 0.08% +16.0 +0.9% $180.95 +7.3%
137 AMP AMERIPRISE FINL INC Financial Services 725.0 $332K 0.07% +67.0 +10.2% $458.62 +22.2%
138 LNT ALLIANT ENERGY CORP Utilities 4,120.0 $314K 0.07% +120.0 +3.0% $76.29 -9.7%
139 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,369.0 $307K 0.07% -550.0 -28.7% $223.95 +25.6%
140 ASML ASML HLDG NV Technology 154.0 $306K 0.07% NEW $1984.83 -12.1%
Page 7 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%