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Portfolio (Quarterly) Guide ↗

CENTRAL VALLEY ADVISORS, LLC

· CIK 0002010698
13F Portfolio $390M AUM 226 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 36 Added 85 Reduced 8 Exited
Page 2 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FSLR FIRST SOLAR INC Energy 11,979.0 $2.8M 0.72% -322.0 -2.6% $235.96 -13.9%
22 UAPR INNOVATOR ETFS TRUST 80,030.0 $2.8M 0.72% -514.0 -0.6% $35.11 +1.8%
23 RIO RIO TINTO PLC Basic Materials 29,313.0 $2.8M 0.71% -799.0 -2.6% $94.93 +8.6%
24 WMT WALMART INC Consumer Defensive 22,790.0 $2.6M 0.66% -2K -7.1% $113.25 -9.1%
25 AVGO BROADCOM INC Technology 6,796.0 $2.6M 0.66% -108.0 -1.6% $377.76 -2.6%
26 MU MICRON TECHNOLOGY INC Technology 2,172.0 $2.5M 0.64% -226.0 -9.4% $1154.29 -19.4%
27 UFEB INNOVATOR ETFS TRUST 64,206.0 $2.5M 0.64% -3K -4.1% $38.65 +2.0%
28 UOCT INNOVATOR ETFS TRUST 58,130.0 $2.4M 0.61% -3K -4.6% $41.11 +2.3%
29 GOOG ALPHABET INC 6,505.0 $2.3M 0.59% -183.0 -2.7% $353.27
30 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,390.0 $2.2M 0.57% -212.0 -8.2% $935.35 +1.3%
31 QQQ INVESCO QQQ TR Financial Services 2,968.0 $2.2M 0.56% -93.0 -3.0% $736.40 -2.7%
32 UAUG INNOVATOR ETFS TRUST 49,933.0 $2.1M 0.54% -3K -6.2% $42.08 +2.1%
33 UJAN INNOVATOR ETFS TRUST 46,071.0 $2.1M 0.54% -2K -4.5% $45.33 +2.1%
34 V VISA INC Financial Services 5,958.0 $2.0M 0.52% -496.0 -7.7% $343.19 +11.4%
35 HD HOME DEPOT INC Consumer Cyclical 5,457.0 $1.9M 0.49% -430.0 -7.3% $352.83 -6.8%
36 BAC BANK OF AMER CORP Financial Services 32,864.0 $1.9M 0.48% -2K -6.4% $56.98 +9.4%
37 TSLA TESLA INC Consumer Cyclical 4,184.0 $1.8M 0.45% -42.0 -1.0% $420.60 -17.6%
38 TT TRANE TECHNOLOGIES PLC Industrials 3,031.0 $1.5M 0.38% -711.0 -19.0% $491.20 -8.7%
39 DGRW WISDOMTREE TR 14,360.0 $1.4M 0.35% -190.0 -1.3% $95.62 +3.9%
40 CB CHUBB LIMITED Financial Services 3,646.0 $1.2M 0.32% -510.0 -12.3% $340.85 -0.3%
Page 2 of 5  ·  85 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 30.0%
Financial Services 15.2%
Energy 10.0%
Communication Services 9.5%
Consumer Cyclical 8.9%
Consumer Defensive 7.2%
Industrials 7.2%
Basic Materials 5.9%
Healthcare 3.1%
Utilities 2.6%