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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 9 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SHEL SHELL PLC Energy 2,829.0 $219K 0.05% +423.0 +17.6% $77.55 +17.6%
162 DVN DEVON ENERGY CORP NEW Energy 5,001.0 $207K 0.05% NEW $41.32 +13.5%
163 NTLA INTELLIA THERAPEUTICS INC Healthcare 10,000.0 $169K 0.04% NEW $16.92 -22.1%
164 NIM NUVEEN SELECT MAT MUN FD Financial Services 11,400.0 $107K 0.02% $9.42 -1.1%
165 AI C3 AI INC Technology 10,625.0 $97K 0.02% $9.09 +6.5%
Page 9 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%