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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 3 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UNP UNION PAC CORP Industrials 4,280.0 $1.2M 0.30% -815.0 -16.0% $271.99 +13.0%
42 PLTR PALANTIR TECHNOLOGIES INC Technology 7,921.0 $924K 0.24% -3K -27.0% $116.67 +59.7%
43 XOM EXXON MOBIL CORP Energy 6,516.0 $891K 0.23% -726.0 -10.0% $136.72 +14.6%
44 INTC INTEL CORP Technology 5,938.0 $829K 0.21% -259.0 -4.2% $139.66 -35.9%
45 IYH ISHARES TR 11,085.0 $743K 0.19% -2K -16.4% $67.01 +7.9%
46 UNH UNITEDHEALTH GROUP INC Healthcare 1,781.0 $740K 0.19% -332.0 -15.7% $415.41 -5.4%
47 INNOVATOR ETFS TRUST 26,373.0 $703K 0.18% -790.0 -2.9% $26.64
48 INNOVATOR ETFS TRUST 24,790.0 $684K 0.18% -676.0 -2.6% $27.61
49 INNOVATOR ETFS TRUST 23,311.0 $658K 0.17% -742.0 -3.1% $28.21
50 INNOVATOR ETFS TRUST 24,991.0 $649K 0.17% -808.0 -3.1% $25.98
51 INNOVATOR ETFS TRUST 23,321.0 $642K 0.17% -714.0 -3.0% $27.54
52 INNOVATOR ETFS TRUST 23,124.0 $637K 0.16% -691.0 -2.9% $27.56
53 INNOVATOR ETFS TRUST 22,955.0 $630K 0.16% -678.0 -2.9% $27.46
54 CRM SALESFORCE INC Technology 4,022.0 $630K 0.16% -646.0 -13.8% $156.70 +63.4%
55 INNOVATOR ETFS TRUST 22,439.0 $628K 0.16% -2K -7.1% $27.99
56 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 5,053.0 $622K 0.16% -894.0 -15.0% $123.11 +31.9%
57 SDY SPDR SERIES TRUST 3,939.0 $600K 0.15% -121.0 -3.0% $152.21 +3.5%
58 INNOVATOR ETFS TRUST 22,119.0 $584K 0.15% -701.0 -3.1% $26.42
59 BA BOEING CO Industrials 2,545.0 $551K 0.14% -476.0 -15.8% $216.44 -3.1%
60 PG PROCTER & GAMBLE CO Consumer Defensive 3,746.0 $549K 0.14% -561.0 -13.0% $146.63 -2.0%
Page 3 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%