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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 6 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HCA HCA HEALTHCARE INC Healthcare 991.0 $386K 0.31% $389.89 +7.6%
102 SJM SMUCKER J M CO Consumer Defensive 3,426.0 $385K 0.31% -421.0 -10.9% $112.51 +17.2%
103 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 2,245.0 $378K 0.31% NEW $168.53 -7.5%
104 AYI ACUITY INC Industrials 995.0 $375K 0.30% NEW $376.66 -9.3%
105 BIL SPDR SERIES TRUST 4,078.0 $374K 0.30% -1K -22.5% $91.65 -0.0%
106 FIX COMFORT SYS USA INC Industrials 185.0 $367K 0.30% -7.0 -3.6% $1982.56 -18.5%
107 AGX ARGAN INC Industrials 459.0 $367K 0.30% NEW $798.55 -42.4%
108 VUG VANGUARD INDEX FDS 4,254.0 $366K 0.30% +3K +384.0% $86.15 +3.2%
109 MNA NEW YORK LIFE INVESTMENTS ET 9,982.0 $364K 0.29% +843.0 +9.2% $36.48 +1.2%
110 EOS EATON VANCE ENHANCED EQUITY Financial Services 16,337.0 $360K 0.29% -10K -38.1% $22.04 -1.6%
111 VSEC VSE CORP Industrials 1,556.0 $356K 0.29% +164.0 +11.8% $228.50 -3.3%
112 ICVT ISHARES TR 2,912.0 $355K 0.29% -123.0 -4.0% $121.74 -4.6%
113 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 9,625.0 $350K 0.28% +939.0 +10.8% $36.41 +9.5%
114 JAAA JANUS DETROIT STR TR 6,841.0 $345K 0.28% +715.0 +11.7% $50.49 +0.4%
115 MRGR PROSHARES TR 7,541.0 $343K 0.28% +1K +24.0% $45.44 -0.2%
116 RDDT REDDIT INC Communication Services 1,950.0 $338K 0.27% NEW $173.58 -11.3%
117 HRL HORMEL FOODS CORP Consumer Defensive 13,375.0 $332K 0.27% +2K +20.4% $24.82 -14.3%
118 SYF SYNCHRONY FINANCIAL Financial Services 4,318.0 $328K 0.27% $76.05 +5.1%
119 EMR EMERSON ELEC CO Industrials 2,284.0 $327K 0.27% +165.0 +7.8% $143.18 +10.2%
120 OKE ONEOK INC NEW Energy 3,729.0 $324K 0.26% -351.0 -8.6% $86.95 +8.9%
Page 6 of 9  ·  170 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%