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Portfolio (Quarterly) Guide ↗

City Center Advisors, LLC

· CIK 0002030341
13F Portfolio $123M AUM 170 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 36 New 68 Added 57 Reduced 21 Exited
Page 1 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XLY SELECT SECTOR SPDR TR 11,699.0 $1.4M 1.11% NEW $117.28 -1.2%
2 XLK SELECT SECTOR SPDR TR 5,558.0 $1.1M 0.86% NEW $190.52 -1.6%
3 PANW PALO ALTO NETWORKS INC Technology 1,781.0 $607K 0.49% NEW $341.02 +13.2%
4 VICR VICOR CORP Technology 1,500.0 $570K 0.46% NEW $379.78 -46.7%
5 INTC INTEL CORP Technology 3,622.0 $506K 0.41% NEW $139.63 -35.2%
6 INOD INNODATA INC Technology 6,553.0 $495K 0.40% NEW $75.58 -21.9%
7 SWK STANLEY BLACK & DECKER INC Industrials 5,260.0 $495K 0.40% NEW $94.12 +5.3%
8 FDLO FIDELITY COVINGTON TRUST 6,224.0 $425K 0.34% NEW $68.34 +6.5%
9 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 13,915.0 $414K 0.34% NEW $29.74 -12.1%
10 NEM NEWMONT CORP Basic Materials 4,368.0 $408K 0.33% NEW $93.40 +42.4%
11 BEN FRANKLIN RESOURCES INC Financial Services 11,832.0 $394K 0.32% NEW $33.27 +4.9%
12 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 2,245.0 $378K 0.31% NEW $168.53 -7.9%
13 AYI ACUITY INC Industrials 995.0 $375K 0.30% NEW $376.66 -9.5%
14 AGX ARGAN INC Industrials 459.0 $367K 0.30% NEW $798.55 -43.0%
15 RDDT REDDIT INC Communication Services 1,950.0 $338K 0.27% NEW $173.58 -10.6%
16 XLRE SELECT SECTOR SPDR TR 7,229.0 $318K 0.26% NEW $44.03 +1.5%
17 ADUS ADDUS HOMECARE CORP Healthcare 3,000.0 $301K 0.24% NEW $100.47 +15.8%
18 USPH U S PHYSICAL THERAPY Healthcare 4,117.0 $283K 0.23% NEW $68.68 +14.4%
19 DVN DEVON ENERGY CORP NEW Energy 6,738.0 $278K 0.23% NEW $41.32 +14.5%
20 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 3,511.0 $268K 0.22% NEW $76.40 +4.3%
Page 1 of 2  ·  36 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 36.1%
Financial Services 19.1%
Healthcare 12.2%
Industrials 9.7%
Communication Services 9.1%
Energy 5.2%
Consumer Defensive 3.3%
Consumer Cyclical 2.4%
Utilities 1.8%
Basic Materials 1.0%