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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 4 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BAC BANK OF AMER CORP Financial Services 32,864.0 $1.9M 0.48% -2K -6.4% $56.98 +7.4%
62 TSLA TESLA INC Consumer Cyclical 4,184.0 $1.8M 0.45% -42.0 -1.0% $420.60 -15.6%
63 TT TRANE TECHNOLOGIES PLC Industrials 3,031.0 $1.5M 0.38% -711.0 -19.0% $491.20 -7.5%
64 DGRW WISDOMTREE TR 14,360.0 $1.4M 0.35% -190.0 -1.3% $95.62 +4.2%
65 CB CHUBB LIMITED Financial Services 3,646.0 $1.2M 0.32% -510.0 -12.3% $340.85 -0.7%
66 UNP UNION PAC CORP Industrials 4,280.0 $1.2M 0.30% -815.0 -16.0% $271.99 +13.1%
67 NHC NATIONAL HEALTHCARE CORP Healthcare 5,352.0 $1.1M 0.29% $211.36 +5.2%
68 IXN ISHARES TR 7,699.0 $1.1M 0.28% $144.48 -1.3%
69 CSCO CISCO SYS INC Technology 9,185.0 $1.1M 0.28% $117.45 -4.5%
70 CAT CATERPILLAR INC Industrials 977.0 $1.0M 0.27% $1064.90 -23.3%
71 UXI PROSHARES TR 16,332.0 $1.0M 0.27% $63.62 -8.2%
72 JNJ JOHNSON & JOHNSON Healthcare 4,091.0 $1.0M 0.27% $253.93 +4.7%
73 SMH VANECK ETF TRUST 1,558.0 $1.0M 0.26% $656.12 -12.7%
74 GE GE AEROSPACE Industrials 2,575.0 $962K 0.25% $373.74 -8.3%
75 QLD PROSHARES TR 9,600.0 $929K 0.24% $96.76 -5.6%
76 PLTR PALANTIR TECHNOLOGIES INC Technology 7,921.0 $924K 0.24% -3K -27.0% $116.67 +59.4%
77 VTV VANGUARD INDEX FDS 4,150.0 $904K 0.23% +813.0 +24.4% $217.83 +3.5%
78 XOM EXXON MOBIL CORP Energy 6,516.0 $891K 0.23% -726.0 -10.0% $136.72 +14.4%
79 IBM INTERNATIONAL BUSINESS MACHS Technology 3,052.0 $858K 0.22% +53.0 +1.8% $281.28 -15.1%
80 INTC INTEL CORP Technology 5,938.0 $829K 0.21% -259.0 -4.2% $139.66 -34.1%
Page 4 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%