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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 10 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EPD ENTERPRISE PRODS PARTNERS L 5,881.0 $216K 0.06% -72K -92.5% $36.76
182 IJR ISHARES TR 1,450.0 $215K 0.06% NEW $148.41 -1.3%
183 FDEC FIRST TR EXCHNG TRADED FD VI 3,921.0 $214K 0.06% -471.0 -10.7% $54.47 +2.7%
184 AMD ADVANCED MICRO DEVICES INC Technology 363.0 $211K 0.05% NEW $580.91 -18.2%
185 AOA ISHARES TR 2,151.0 $210K 0.05% NEW $97.59 +2.1%
186 ADP AUTOMATIC DATA PROCESSING IN Industrials 936.0 $210K 0.05% NEW $223.93 +28.0%
187 TROW PRICE T ROWE GROUP INC Financial Services 1,833.0 $208K 0.05% NEW $113.69 -1.0%
188 DIA STATE STR SPDR DOW JONES IND Financial Services 395.0 $206K 0.05% NEW $522.39 +2.9%
189 MPC MARATHON PETE CORP Energy 797.0 $204K 0.05% -100.0 -11.2% $255.67 +43.7%
190 ROBO EXCHANGE TRADED CONCEPTS TRU 2,376.0 $204K 0.05% NEW $85.66 -5.0%
191 XLC SELECT SECTOR SPDR TR 1,886.0 $202K 0.05% $107.13 +5.8%
192 AEP AMERICAN ELEC PWR CO INC Utilities 1,470.0 $201K 0.05% NEW $136.84 -10.3%
193 TLRY TILRAY BRANDS INC Healthcare 14,605.0 $66K 0.02% $4.49 +1.4%
Page 10 of 10  ·  193 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%