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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 8 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PNOV INNOVATOR ETFS TRUST 8,243.0 $366K 0.09% $44.35 +2.5%
142 ARM ARM HOLDINGS PLC Technology 1,000.0 $355K 0.09% NEW $354.57 -32.6%
143 C CITIGROUP INC Financial Services 2,527.0 $354K 0.09% $139.97 -5.1%
144 ZALT INNOVATOR ETFS TRUST 10,351.0 $351K 0.09% -427K -97.6% $33.87 +2.0%
145 QCLN FIRST TR EXCHANGE-TRADED FD 5,690.0 $349K 0.09% -300.0 -5.0% $61.32 -20.3%
146 MRK MERCK & CO INC Healthcare 2,648.0 $340K 0.09% $128.52 +15.4%
147 VTI VANGUARD INDEX FDS 919.0 $340K 0.09% $370.20 +2.5%
148 VPU VANGUARD WORLD FD 1,673.0 $328K 0.08% -97.0 -5.5% $195.88 -5.7%
149 PM PHILIP MORRIS INTL INC Consumer Defensive 1,781.0 $322K 0.08% -11.0 -0.6% $180.89 +6.1%
150 ORCL ORACLE CORP Technology 2,194.0 $322K 0.08% -111.0 -4.8% $146.55 +2.8%
151 FIX COMFORT SYS USA INC Industrials 159.0 $315K 0.08% $1981.95 -23.4%
152 FJUN FIRST TR EXCHNG TRADED FD VI 5,213.0 $313K 0.08% -3K -34.2% $59.95 +2.1%
153 BSCW INVESCO EXCH TRD SLF IDX FD 14,914.0 $306K 0.08% $20.51 -1.6%
154 HACK AMPLIFY ETF TR 2,835.0 $297K 0.08% $104.93 +10.1%
155 ETN EATON CORP PLC Industrials 680.0 $290K 0.07% -34.0 -4.8% $426.12 -5.5%
156 IGSB ISHARES TR 5,510.0 $289K 0.07% +45.0 +0.8% $52.41 -0.7%
157 GS GOLDMAN SACHS GROUP INC Financial Services 285.0 $288K 0.07% -98.0 -25.6% $1011.37 +2.2%
158 VUG VANGUARD INDEX FDS 3,345.0 $288K 0.07% +3K +501.6% $86.13 +2.8%
159 IWM ISHARES TR 938.0 $282K 0.07% -111.0 -10.6% $300.31 -1.5%
160 SDOG ALPS ETF TR 4,062.0 $277K 0.07% -533.0 -11.6% $68.22 +7.8%
Page 8 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%