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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 5 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 F FORD MTR CO Consumer Cyclical 16,732.0 $233K 0.06% -322.0 -1.9% $13.90 -0.1%
82 FTCA PUTNAM ETF TRUST 30,868.0 $229K 0.06% -206.0 -0.7% $7.42 -2.8%
83 EPD ENTERPRISE PRODS PARTNERS L 5,881.0 $216K 0.06% -72K -92.5% $36.76
84 FDEC FIRST TR EXCHNG TRADED FD VI 3,921.0 $214K 0.06% -471.0 -10.7% $54.47 +2.5%
85 MPC MARATHON PETE CORP Energy 797.0 $204K 0.05% -100.0 -11.2% $255.67 +44.3%
Page 5 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%