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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 7 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XLRE SELECT SECTOR SPDR TR 7,229.0 $318K 0.26% NEW $44.03 +1.4%
122 FLRT PACER FDS TR 6,797.0 $317K 0.26% -235.0 -3.3% $46.63 +0.1%
123 CVX CHEVRON CORPORATION Energy 1,912.0 $317K 0.26% +26.0 +1.4% $165.72 +20.5%
124 PAVE GLOBAL X FDS 5,304.0 $313K 0.25% +233.0 +4.6% $58.92 -4.9%
125 STRL STERLING INFRASTRUCTURE INC Industrials 371.0 $311K 0.25% -904.0 -70.9% $839.36 -39.7%
126 CPB THE CAMPBELLS COMPANY Consumer Defensive 13,930.0 $310K 0.25% +3K +29.0% $22.27 +4.5%
127 AXP AMERICAN EXPRESS CO Financial Services 894.0 $302K 0.24% +37.0 +4.3% $338.26 -1.2%
128 ADUS ADDUS HOMECARE CORP Healthcare 3,000.0 $301K 0.24% NEW $100.47 +17.5%
129 WAY WAYSTAR HLDG CORP Technology 14,545.0 $299K 0.24% +4K +43.6% $20.53 +23.0%
130 GE GE AEROSPACE Industrials 786.0 $294K 0.24% +14.0 +1.8% $373.81 -8.3%
131 ONON ON HLDG AG Consumer Cyclical 8,246.0 $292K 0.24% +619.0 +8.1% $35.42 -18.3%
132 PLTR PALANTIR TECHNOLOGIES INC Technology 2,495.0 $291K 0.24% -994.0 -28.5% $116.67 +59.4%
133 XOM EXXON MOBIL CORP Energy 2,111.0 $289K 0.23% -81.0 -3.7% $136.69 +14.4%
134 VZ VERIZON COMMUNICATIONS INC Communication Services 6,726.0 $285K 0.23% -411.0 -5.8% $42.34 +16.7%
135 USPH U S PHYSICAL THERAPY Healthcare 4,117.0 $283K 0.23% NEW $68.68 +15.2%
136 DVN DEVON ENERGY CORP NEW Energy 6,738.0 $278K 0.23% NEW $41.32 +14.0%
137 DXJ WISDOMTREE TR 1,596.0 $277K 0.22% +105.0 +7.0% $173.52 +3.2%
138 IJH ISHARES TR 3,563.0 $275K 0.22% -105.0 -2.9% $77.11 -0.6%
139 LMT LOCKHEED MARTIN CORP Industrials 537.0 $274K 0.22% $509.55 +11.1%
140 MRK MERCK & CO INC Healthcare 2,124.0 $273K 0.22% +19.0 +0.9% $128.50 +16.4%
Page 7 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%