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Portfolio (Quarterly) Guide ↗

CPA Asset Management Group, LLC

· CIK 0001963967
13F Portfolio $347M AUM 97 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 20 Added 31 Reduced 5 Exited
Page 5 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EUFN ISHARES TR 8,471.0 $330K 0.10% $38.99 +8.6%
82 VOO VANGUARD INDEX FDS 463.0 $318K 0.09% -415.0 -47.3% $686.81 +3.0%
83 VOT VANGUARD INDEX FDS 1,032.0 $316K 0.09% $306.30 -1.1%
84 DAL DELTA AIR LINES INC Industrials 3,365.0 $315K 0.09% $93.66 -14.5%
85 FCX FREEPORT MCMORAN INC Basic Materials 4,997.0 $314K 0.09% $62.89 +21.6%
86 RSP INVESCO EXCHANGE TRADED FD T 1,452.0 $309K 0.09% $212.73 +3.7%
87 MINN TRUST FOR PROFESSIONAL MANAG 13,112.0 $294K 0.09% $22.40 -2.3%
88 BP BP PLC Energy 7,796.0 $288K 0.08% $36.95 +14.1%
89 SBUX STARBUCKS CORP Consumer Cyclical 2,703.0 $276K 0.08% $102.19 +5.5%
90 META META PLATFORMS INC Communication Services 481.0 $271K 0.08% $563.29 +2.6%
91 IEMG ISHARES INC 3,191.0 $264K 0.08% $82.84 -1.2%
92 GILD GILEAD SCIENCES INC Healthcare 2,061.0 $260K 0.07% $126.34 +15.3%
93 IBM INTERNATIONAL BUSINESS MACHS Technology 886.0 $249K 0.07% $281.21 -16.2%
94 UDR UDR INC Real Estate 5,071.0 $202K 0.06% -5K -50.0% $39.92 -7.0%
95 WAT WATERS CORP Healthcare 534.0 $200K 0.06% NEW $375.04 +10.6%
96 BITO PROSHARES TR 21,828.0 $174K 0.05% $7.98 +31.0%
97 LYG LLOYDS BANKING GROUP PLC Financial Services 23,185.0 $135K 0.04% $5.83 +1.5%
Page 5 of 5  ·  97 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 36.5%
Industrials 18.4%
Technology 16.4%
Healthcare 7.8%
Consumer Cyclical 7.0%
Consumer Defensive 3.7%
Basic Materials 3.0%
Communication Services 2.9%
Energy 2.8%
Utilities 1.3%