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Portfolio (Quarterly) Guide ↗

CENTRAL VALLEY ADVISORS, LLC

· CIK 0002010698
13F Portfolio $366M AUM 226 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 41 New 75 Added 33 Reduced 4 Exited
Page 3 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IYH ISHARES TR 13,258.0 $817K 0.22% +2K +21.9% $61.64 +1.6%
42 MU MICRON TECHNOLOGY INC Technology 2,398.0 $810K 0.22% +32.0 +1.4% $337.84 +174.8%
43 GE GE AEROSPACE Industrials 2,575.0 $731K 0.20% +241.0 +10.3% $283.74 +11.8%
44 IBM INTERNATIONAL BUSINESS MACHS Technology 2,999.0 $727K 0.20% +1K +76.7% $242.27 +5.3%
45 CSCO CISCO SYS INC Technology 9,152.0 $710K 0.19% +3K +43.7% $77.59 +54.2%
46 INNOVATOR ETFS TRUST 27,163.0 $709K 0.19% +2K +9.3% $26.10
47 INNOVATOR ETFS TRUST 25,466.0 $681K 0.19% +2K +8.0% $26.75
48 T AT&T INC Communication Services 23,144.0 $671K 0.18% +12K +101.2% $28.99 -14.1%
49 INNOVATOR ETFS TRUST 24,053.0 $664K 0.18% +3K +15.4% $27.59
50 INNOVATOR ETFS TRUST 24,159.0 $659K 0.18% +1K +4.3% $27.26
51 INNOVATOR ETFS TRUST 25,799.0 $655K 0.18% +6K +29.7% $25.39
52 PG PROCTER & GAMBLE CO Consumer Defensive 4,307.0 $622K 0.17% +330.0 +8.3% $144.46 +2.1%
53 IYF ISHARES TR 5,271.0 $620K 0.17% +911.0 +20.9% $117.64 +4.1%
54 VIG VANGUARD SPECIALIZED FUNDS 2,837.0 $610K 0.17% +85.0 +3.1% $215.07 +8.4%
55 VZ VERIZON COMMUNICATIONS INC Communication Services 12,142.0 $610K 0.17% +4K +49.4% $50.20 -3.9%
56 BA BOEING CO Industrials 3,021.0 $601K 0.16% +874.0 +40.7% $199.01 +12.7%
57 GEV GE VERNOVA INC Utilities 644.0 $561K 0.15% +72.0 +12.6% $871.83 +18.4%
58 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,302.0 $440K 0.12% +63.0 +5.1% $337.95 +25.1%
59 BLK BLACKROCK INC Financial Services 447.0 $430K 0.12% +88.0 +24.5% $961.23 +11.4%
60 KO COCA COLA CO Consumer Defensive 5,501.0 $418K 0.11% +1K +30.4% $76.05 +7.3%
Page 3 of 4  ·  75 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 27.0%
Financial Services 14.7%
Communication Services 11.1%
Energy 11.1%
Consumer Cyclical 8.7%
Consumer Defensive 7.9%
Industrials 7.1%
Basic Materials 6.9%
Healthcare 3.1%
Utilities 2.3%