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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 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CLX CLOROX CO DEL Consumer Defensive 8,379.0 $800K 0.20% $95.44 +8.6%
82 IEFA ISHARES TR 7,882.0 $761K 0.20% +2K +38.5% $96.59 +4.3%
83 GEV GE VERNOVA INC Utilities 644.0 $756K 0.19% $1173.47 -18.7%
84 IYH ISHARES TR 11,085.0 $743K 0.19% -2K -16.4% $67.01 +8.4%
85 UNH UNITEDHEALTH GROUP INC Healthcare 1,781.0 $740K 0.19% -332.0 -15.7% $415.41 -4.9%
86 INNOVATOR ETFS TRUST 24,677.0 $740K 0.19% +3K +11.3% $29.97
87 ARTY ISHARES TR 9,529.0 $726K 0.19% +101.0 +1.1% $76.16 -0.6%
88 AMAT APPLIED MATLS INC Technology 1,001.0 $724K 0.19% $722.91 -33.3%
89 INNOVATOR ETFS TRUST 26,373.0 $703K 0.18% -790.0 -2.9% $26.64
90 INNOVATOR ETFS TRUST 26,666.0 $692K 0.18% +970.0 +3.8% $25.97
91 INNOVATOR ETFS TRUST 25,134.0 $689K 0.18% +918.0 +3.8% $27.39
92 IYJ ISHARES TR 4,119.0 $686K 0.18% $166.65 -1.4%
93 INNOVATOR ETFS TRUST 24,790.0 $684K 0.18% -676.0 -2.6% $27.61
94 IYF ISHARES TR 5,272.0 $672K 0.17% $127.53 +7.3%
95 VIG VANGUARD SPECIALIZED FUNDS 2,838.0 $671K 0.17% $236.58 +2.8%
96 EFA ISHARES TR 6,343.0 $659K 0.17% +1K +23.2% $103.86 +4.0%
97 INNOVATOR ETFS TRUST 23,311.0 $658K 0.17% -742.0 -3.1% $28.21
98 DFAC DIMENSIONAL ETF TRUST 14,801.0 $657K 0.17% $44.36 +3.2%
99 TJUL INNOVATOR ETFS TRUST 21,658.0 $655K 0.17% $30.23 +1.2%
100 INNOVATOR ETFS TRUST 24,991.0 $649K 0.17% -808.0 -3.1% $25.98
Page 5 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%