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Portfolio (Quarterly) Guide ↗

CV Advisors LLC

· CIK 0001872254
13F Portfolio $542M AUM 134 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 134 New
Page 7 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 UPS UNITED PARCEL SVCS INC Industrials 2,225.0 $239K 0.04% NEW $107.50 -5.1%
122 IVW ISHARES TR 1,713.0 $236K 0.04% NEW $137.53 +0.9%
123 CRWD CROWDSTRIKE HLDGS INC Technology 1,224.0 $234K 0.04% NEW $47.70 +302.4%
124 MLR MILLER INDS INC TENN Consumer Cyclical 4,400.0 $225K 0.04% NEW $51.15 +11.8%
125 PG PROCTER & GAMBLE CO Consumer Defensive 1,500.0 $220K 0.04% NEW $146.64 -1.3%
126 DHS WISDOMTREE TR 1,900.0 $216K 0.04% NEW $113.68 +4.9%
127 ASB ASSOCIATED BANC-CORP Financial Services 7,000.0 $215K 0.04% NEW $30.77 +0.2%
128 ASIX ADVANSIX INC Basic Materials 10,675.0 $212K 0.04% NEW $19.88 -13.6%
129 GIS GENERAL MILLS INC Consumer Defensive 6,000.0 $209K 0.04% NEW $34.80 +14.9%
130 FLY FIREFLY AEROSPACE INC Industrials 7,016.0 $206K 0.04% NEW $29.40 -16.8%
131 KRE SPDR SERIES TRUST 2,750.0 $206K 0.04% NEW $74.85 +0.0%
132 MHO M/I HOMES INC Consumer Cyclical 1,280.0 $206K 0.04% NEW $160.79 -5.2%
133 UAA UNDER ARMOUR INC Consumer Cyclical 19,000.0 $121K 0.02% NEW $6.39 -15.6%
134 KD KYNDRYL HLDGS INC Technology 10,000.0 $113K 0.02% NEW $11.31 +11.0%
Page 7 of 7  ·  134 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
Financial Services 56.3%
Technology 21.4%
Communication Services 9.5%
Consumer Cyclical 7.0%
Industrials 2.1%
Healthcare 2.0%
Energy 0.9%
Utilities 0.4%
Basic Materials 0.2%
Consumer Defensive 0.2%