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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 8 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 J JACOBS SOLUTIONS INC Industrials 2,031.0 $259K 0.07% -1K -34.0% $127.31 -4.1%
142 MSI MOTOROLA SOLUTIONS INC Technology 574.0 $249K 0.07% NEW $433.97 -7.7%
143 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 814.0 $248K 0.07% NEW $304.08 +12.9%
144 IGSB ISHARES TR 4,688.0 $246K 0.07% $52.56 -0.4%
145 CSX CSX CORP Industrials 5,829.0 $239K 0.06% NEW $41.05 +12.2%
146 NDAQ NASDAQ INC Financial Services 2,805.0 $238K 0.06% +265.0 +10.4% $84.89 -3.9%
147 SHEL SHELL PLC Energy 2,406.0 $224K 0.06% NEW $93.01 -16.5%
148 SPWO SP FUNDS TRUST 7,829.0 $221K 0.06% NEW $28.20 +19.0%
149 SYK STRYKER CORPORATION Healthcare 668.0 $219K 0.06% $328.50 -4.5%
150 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 2,965.0 $219K 0.06% NEW $73.91 -1.6%
151 KR KROGER CO Consumer Defensive 2,993.0 $217K 0.06% NEW $72.36 -19.2%
152 GEV GE VERNOVA INC Utilities 246.0 $215K 0.06% NEW $872.90 +21.2%
153 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 2,809.0 $214K 0.06% NEW $76.16 +13.8%
154 CTRA COTERRA ENERGY INC Energy 6,067.0 $213K 0.06% NEW $35.14 -7.3%
155 HP HELMERICH & PAYNE INC Energy 5,677.0 $205K 0.05% NEW $36.03 -9.1%
156 IJH ISHARES TR 2,993.0 $202K 0.05% NEW $67.53 +12.2%
157 KALV KALVISTA PHARMACEUTICALS INC Healthcare 10,000.0 $201K 0.05% $20.13 +34.1%
158 NIM NUVEEN SELECT MAT MUN FD Financial Services 11,400.0 $108K 0.03% $9.45 -1.7%
159 AI C3 AI INC Technology 10,625.0 $89K 0.02% $8.42 +10.7%
Page 8 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%