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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 2 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VPU VANGUARD WORLD FD 1,770.0 $351K 0.10% NEW $198.21 -1.3%
22 LMT LOCKHEED MARTIN CORP Industrials 521.0 $315K 0.09% NEW $604.50 -12.1%
23 BSCW INVESCO EXCH TRD SLF IDX FD 14,914.0 $307K 0.08% NEW $20.59 -0.5%
24 IGSB ISHARES TR 5,465.0 $287K 0.08% NEW $52.57 -0.3%
25 VGSH VANGUARD SCOTTSDALE FDS 4,856.0 $284K 0.08% NEW $58.54 -0.4%
26 INTC INTEL CORP Technology 6,197.0 $274K 0.07% NEW $44.14 +175.9%
27 WFC WELLS FARGO & CO Financial Services 3,224.0 $257K 0.07% NEW $79.63 -2.6%
28 IAU ISHARES GOLD TR Financial Services 2,850.0 $251K 0.07% NEW $88.16 -5.0%
29 GILD GILEAD SCIENCES INC Healthcare 1,764.0 $246K 0.07% NEW $139.36 -4.1%
30 VUG VANGUARD INDEX FDS 556.0 $243K 0.07% NEW $437.54 -79.8%
31 USIG ISHARES TR 4,677.0 $240K 0.07% NEW $51.23 +0.0%
32 SWX SOUTHWEST GAS HLDGS INC Utilities 2,674.0 $232K 0.06% NEW $86.91 +2.0%
33 RTX RTX CORPORATION Industrials 1,159.0 $224K 0.06% NEW $192.88 -8.4%
34 VEA VANGUARD TAX-MANAGED FDS 3,480.0 $223K 0.06% NEW $64.07 +11.5%
35 FIX COMFORT SYS USA INC Industrials 159.0 $219K 0.06% NEW $1378.99 +35.4%
36 MPC MARATHON PETE CORP Energy 897.0 $219K 0.06% NEW $244.18 +1.2%
37 ICSH ISHARES TR 4,323.0 $219K 0.06% NEW $50.62 -0.1%
38 GBIL GOLDMAN SACHS ETF TR 2,145.0 $215K 0.06% NEW $100.19 -0.1%
39 IEMG ISHARES INC 2,972.0 $207K 0.06% NEW $69.76 +19.6%
40 PFE PFIZER INC Healthcare 7,247.0 $203K 0.06% NEW $28.08 -6.7%
Page 2 of 3  ·  41 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%