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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 9 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TRV TRAVELERS COMPANIES INC Financial Services 839.0 $277K 0.07% $330.09 +11.7%
162 SCHW SCHWAB CHARLES CORP Financial Services 2,838.0 $262K 0.07% $92.27 +19.8%
163 WFC WELLS FARGO & CO Financial Services 3,107.0 $257K 0.07% -117.0 -3.6% $82.63 +4.5%
164 GLD SPDR GOLD TR Financial Services 696.0 $256K 0.07% -200.0 -22.3% $368.38 +11.4%
165 VEA VANGUARD TAX-MANAGED FDS 3,496.0 $249K 0.06% $71.28 +2.5%
166 IEMG ISHARES INC 2,992.0 $248K 0.06% +20.0 +0.7% $82.85 -1.2%
167 KXI ISHARES TR 3,654.0 $247K 0.06% $67.53 +1.6%
168 USIG ISHARES TR 4,732.0 $243K 0.06% +55.0 +1.2% $51.30 -1.9%
169 PEP PEPSICO INC Consumer Defensive 1,763.0 $239K 0.06% -222.0 -11.2% $135.38 +3.9%
170 SWX SOUTHWEST GAS HLDGS INC Utilities 2,676.0 $237K 0.06% $88.69 +0.2%
171 AXP AMERICAN EXPRESS CO Financial Services 699.0 $236K 0.06% $338.25 -1.3%
172 F FORD MTR CO Consumer Cyclical 16,732.0 $233K 0.06% -322.0 -1.9% $13.90 -0.4%
173 OEF ISHARES TR 631.0 $231K 0.06% $365.80 +4.2%
174 FTCA PUTNAM ETF TRUST 30,868.0 $229K 0.06% -206.0 -0.7% $7.42 -2.6%
175 VIS VANGUARD WORLD FD 630.0 $227K 0.06% NEW $360.38 -6.0%
176 XLI SELECT SECTOR SPDR TR 1,208.0 $224K 0.06% NEW $185.22 -4.5%
177 GILD GILEAD SCIENCES INC Healthcare 1,769.0 $223K 0.06% $126.29 +15.2%
178 ICSH ISHARES TR 4,368.0 $221K 0.06% +45.0 +1.0% $50.58 -0.0%
179 RTX RTX CORPORATION Industrials 1,159.0 $220K 0.06% $189.80 +11.4%
180 GBIL GOLDMAN SACHS ETF TR 2,164.0 $217K 0.06% +19.0 +0.9% $100.15 +0.0%
Page 9 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%