HolderBook

CPC Advisors, LLC

Reported holdings as of Q2 2026, from 27 quarterly filings.

CIK
1805250
Reported value
$741.6M
Positions
159
Top 10 weight
58.5%
Filed
2026-07-24
Days after quarter end
24

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
T ROWE PRICE EXCHANGE-TRADEDTCAF$74.6M1,815,84110.06%-0.45pp10qHELD
AMERICAN CENTY ETF TRAVUS$63.1M492,9148.51%-0.34pp4qHELD
AMPLIFY ETF TRDIVO$58.1M1,270,4117.83%-1.08pp17q+3.7%+$2.1M
AMPLIFY ETF TRIDVO$52.8M1,256,7897.12%+7.05pp4q+12579.5%+$52.4M
HARTFORD FDS EXCHANGE TRADEDHTAB$41.2M2,149,5725.56%-0.66pp8q+6.4%+$2.5M
CAPITAL GROUP INTL FOCUS EQTCGXU$36.2M1,046,8354.89%-1.34pp16q-19.6%-$8.8M
UNIFIED SER TRMGMT$34.9M685,1084.71%-0.23pp12q+1.5%+$531.0K
PIMCO ETF TRZROZ$26.7M417,2683.61%-0.79pp7q-1.6%-$430.4K
SCHWAB STRATEGIC TRFNDX$25.8M828,9613.48%-0.30pp27q-1.0%-$261.6K
WISDOMTREE TREZM$20.3M267,6882.74%-0.12pp27q+2.1%+$407.6K
ISHARES TRMTUM$20.2M58,8592.72%+0.45pp27q+1.0%+$202.6K
INVESCO EXCH TRADED FD TR IIRWJ$19.2M322,0992.58%-0.03pp21q+0.9%+$173.8K
APPLE INCAAPL$10.7M37,0141.44%-0.14pp27q-4.1%-$459.2K
COMFORT SYS USA INCFIX$10.6M5,3411.43%+0.27pp10q+3.4%+$344.9K
CISCO SYS INCCSCO$7.5M64,0771.01%+0.23pp4q+2.3%+$166.2K
AMPHENOL CORPAPH$7.0M39,5270.94%+0.18pp8q+6.0%+$395.5K
CASEYS GEN STORES INCCASY$6.8M8,6040.92%-0.06pp8q+3.8%+$249.6K
ISHARES TRIJR$6.6M44,1790.88%-0.07pp26q-7.0%-$494.5K
CARDINAL HEALTH INCCAH$6.4M26,8850.86%-0.03pp4q+3.3%+$204.3K
BROADCOM INCAVGO$6.3M16,7770.85%+0.04pp27q+3.3%+$201.7K
BANK OF NY MELLON CORPBNY$6.2M42,7550.83%+0.02pp4q+1.2%+$72.3K
PHILIP MORRIS INTL INCPM$6.1M33,4710.82%-0.06pp4q+1.9%+$110.7K
GOLDMAN SACHS GROUP INCGS$5.9M5,8580.80%flat4q+1.0%+$56.6K
ISHARES TRIWF$5.8M46,8760.78%-0.06pp27q+285.0%+$4.3M
KLA CORPKLAC$5.7M18,7520.76%+0.34pp2q+955.9%+$5.1M
MICROSOFT CORPMSFT$5.7M15,1470.76%-0.16pp27q-0.9%-$52.2K
VERIZON COMMUNICATIONS INCVZ$5.3M125,9200.72%-0.28pp9q+2.1%+$111.5K
AMAZON COM INCAMZN$5.3M22,1570.71%-0.04pp27q-0.9%-$48.4K
DIMENSIONAL ETF TRUSTDFUS$5.2M63,0580.70%-0.04pp15q-1.1%-$57.6K
NEXSTAR MEDIA GROUP INCNXST$4.9M27,4680.66%-0.12pp4q+3.1%+$145.9K
LAM RESEARCH CORPLRCX$4.9M11,2680.66%+0.27pp2q+1.3%+$60.7K
STATE STR SPDR S&P 500 ETF TSPY$4.7M6,3370.64%-0.05pp27q-3.5%-$171.0K
JOHNSON & JOHNSONJNJ$4.6M18,0290.62%-0.07pp27q+3.4%+$151.9K
HOME DEPOT INCHD$4.0M11,4340.54%-0.08pp27q-1.9%-$78.6K
ISHARES TRSUSA$3.8M24,7890.52%-0.01pp27q+1.3%+$48.5K
NATIONAL FUEL GAS CONFG$3.5M45,8510.48%-0.20pp6q+2.8%+$96.6K
ANALOG DEVICES INCADI$3.4M8,6330.46%+0.03pp13q+2.6%+$85.8K
MORGAN STANLEYMS$3.4M16,1130.45%+0.04pp2q+3.2%+$104.3K
HEICO CORP NEWHEI$3.3M9,3660.45%+0.04pp4q+1.9%+$63.8K
ALPHABET INCGOOGL$3.3M9,3020.45%+0.05pp25q+8.0%+$245.9K
CARETRUST REIT INCCTRE$3.1M76,0530.41%-0.03pp3q+2.6%+$76.7K
LITHIA MTRS INCLAD$3.0M10,3390.40%-0.01pp4q+1.9%+$55.8K
ORACLE CORPORCL$3.0M20,4690.40%-0.08pp13q+0.8%+$22.9K
HARBOR ETF TRUSTOSEA$2.8M91,6160.38%-0.11pp8q-11.6%-$367.7K
INVESCO QQQ TRQQQ$2.8M3,7700.37%+0.02pp17qHELD
INVESCO EXCHANGE TRADED FD TPFM$2.8M49,8130.37%-newNEW
UNUM GROUPUNM$2.7M30,2090.36%+0.02pp6q+2.7%+$69.9K
ABBOTT LABORATORIESABT$2.6M29,0420.36%-0.11pp20q+3.5%+$88.6K
SPACE EXPLORATION TECHN CORPSPCX$2.6M15,3880.35%-newNEW
COCA COLA COKO$2.6M31,8180.35%-0.07pp27q-6.8%-$189.8K
INTERNATIONAL BUSINESS MACHSIBM$2.5M8,9820.34%-0.01pp8q+1.6%+$38.8K
HUNTINGTON INGALLS INDS INCHII$2.3M8,3840.32%-0.19pp2q+3.0%+$67.5K
AUTOMATIC DATA PROCESSING INADP$2.3M10,4240.31%-0.02pp6q+2.2%+$50.2K
TE CONNECTIVITY PLCTEL$2.3M11,3640.31%-0.07pp2q+1.5%+$34.5K
NVIDIA CORPORATIONNVDA$2.2M11,2450.30%-0.02pp17qHELD
ISHARES TRGOVZ$2.2M60,0350.30%-newNEW
POLARIS INCPII$2.2M32,1850.30%+0.02pp2q+1.3%+$28.5K
SCHWAB STRATEGIC TRSCHD$2.1M65,8920.28%-0.09pp20q-12.0%-$285.0K
CME GROUP INCCME$2.0M8,9710.27%-0.15pp8q+3.0%+$58.1K
VANGUARD SPECIALIZED FUNDSVIG$1.9M8,1240.26%-0.02pp27q+0.7%+$14.0K
META PLATFORMS INCMETA$1.9M3,3540.25%-0.07pp27q-4.6%-$91.3K
DILLARDS INCDDS$1.9M3,5130.25%-0.06pp2q+3.7%+$66.6K
BERKSHIRE HATHAWAY INC DELBRKB$1.7M3,4140.23%-0.04pp27q-3.6%-$64.6K
SOUTHERN COSO$1.7M17,4140.22%-0.07pp27q-7.3%-$130.4K
JPMORGAN CHASE & COJPM$1.7M5,0480.22%flat27q+6.6%+$101.8K
HAWKINS INCHWKN$1.6M11,0430.21%-0.06pp6q+2.8%+$43.5K
ELI LILLY & COLLY$1.5M1,2610.20%+0.02pp13q+2.2%+$32.4K
J P MORGAN EXCHANGE TRADED FJMSI$1.5M29,9730.20%-0.06pp10q-7.5%-$123.0K
INTUITINTU$1.5M5,6580.20%-0.18pp4q+3.9%+$54.8K
UGI CORP NEWUGI$1.3M38,5640.18%-0.04pp4q+2.1%+$26.8K
AES CORPAES$1.3M89,2920.18%-0.02pp2q+1.9%+$23.8K
SELECT SECTOR SPDR TRXLE$1.3M24,6280.18%-0.05pp13q+6.2%+$76.5K
J P MORGAN EXCHANGE TRADED FHELO$1.3M19,0660.17%-0.15pp9q-38.2%-$798.0K
INVESCO EXCHANGE TRADED FD TPWV$1.3M16,8580.17%-0.03pp27q-5.5%-$73.7K
J P MORGAN EXCHANGE TRADED FJEPQ$1.3M20,6660.17%-0.06pp11q-18.3%-$283.8K
J P MORGAN EXCHANGE TRADED FJEPI$1.3M22,2610.17%-0.09pp11q-19.9%-$311.8K
VANGUARD INDEX FDSVOO$1.2M1,7820.17%-0.01pp27q-2.2%-$28.2K
ALBEMARLE CORPALB$1.2M9,0330.16%-0.10pp2q+1.2%+$14.0K
SELECT SECTOR SPDR TRXLK$1.2M6,3740.16%+0.06pp4q+38.7%+$339.1K
NETFLIX INCNFLX$1.1M15,0100.14%-0.09pp27qHELD
VISA INCV$1.0M3,0440.14%-0.01pp23q+1.8%+$18.5K
SCHWAB STRATEGIC TRFNDF$1.0M19,4100.14%-0.03pp13q-10.3%-$117.8K
ISHARES TRIJH$921.2K11,9470.12%+0.01pp13q+11.4%+$94.0K
FIDELITY COVINGTON TRUSTFDVV$879.8K14,5930.12%-0.05pp13q-22.1%-$250.3K
SPDR SERIES TRUSTSPYM$864.1K9,8330.12%+0.04pp7q+60.9%+$327.0K
TESLA INCTSLA$863.5K2,0530.12%-0.01pp25q+1.8%+$15.6K
MCDONALDS CORPMCD$848.1K3,1370.11%-0.04pp27q+4.1%+$33.5K
WISDOMTREE TRDON$845.2K14,9550.11%-0.02pp13q-6.8%-$61.9K
RAYMOND JAMES FINL INCRJF$818.5K5,3840.11%-0.07pp22q-31.5%-$376.7K
ISHARES TRTOPT$735.4K22,3400.10%-newNEW
ISHARES TRIEFA$712.7K7,3790.10%+0.02pp13q+44.4%+$219.2K
GENUINE PARTS COGPC$677.8K5,7450.09%-0.01pp13q-5.3%-$38.2K
UNITEDHEALTH GROUP INCUNH$624.8K1,5030.08%+0.01pp27q-10.2%-$71.1K
CATERPILLAR INCCAT$600.6K5640.08%+0.02pp17qHELD
ISHARES TREFA$584.2K5,6240.08%-0.03pp14q-15.5%-$107.1K
ISHARES TRIWS$583.5K3,5450.08%+0.01pp2q+14.8%+$75.2K
PROCTER & GAMBLE COPG$575.7K3,9260.08%-0.01pp20q+1.7%+$9.4K
SPDR SERIES TRUSTBIL$569.9K6,2190.08%-0.72pp3q-88.4%-$4.3M
BANK OF AMER CORPBAC$557.5K9,7850.08%+0.02pp11q+32.6%+$137.0K
NEXTERA ENERGY INCNEE$546.4K6,2260.07%-0.01pp13q+12.5%+$60.6K
AMERICAN EXPRESS COAXP$525.3K1,5530.07%-0.01pp13q-2.0%-$10.5K
SCHWAB STRATEGIC TRSCHG$498.1K14,7190.07%flat14qHELD
MERCK & CO INCMRK$493.7K3,8420.07%-0.01pp27q-4.3%-$22.4K
PEPSICO INCPEP$488.4K3,6070.07%-0.02pp13q+1.1%+$5.3K
SPDR SERIES TRUSTSLYV$429.0K3,9320.06%+0.01pp2q+19.5%+$69.9K
ABBVIE INCABBV$428.7K1,7040.06%flat13qHELD
STATE STR SPDR DOW JONES INDDIA$428.0K8190.06%-0.01pp13q-5.0%-$22.5K
SPDR SERIES TRUSTCWB$425.2K3,9440.06%+0.01pp2q+16.5%+$60.4K
NUSHARES ETF TRNUSC$423.5K8,1250.06%flat3qHELD
CSX CORPCSX$419.2K8,8190.06%flat4q-1.4%-$6.0K
VANGUARD INDEX FDSVUG$417.4K4,8460.06%flat13q+499.8%+$347.8K
VANGUARD TAX-MANAGED FDSVEA$410.1K5,7560.06%-newNEW
FIRST TR EXCHANGE-TRADED FDSDVY$405.4K9,3970.05%-0.01pp7q-10.4%-$47.2K
COSTCO WHOLESALE CORPORATIONCOST$394.8K4220.05%-0.02pp15qHELD
RTX CORPORATIONRTX$390.1K2,0560.05%-0.01pp11q+1.6%+$6.3K
ISHARES TRIVV$378.2K5050.05%flat17q+3.5%+$12.7K
NORFOLK SOUTHN CORPNSC$365.7K1,1620.05%flat4q+14.7%+$46.9K
SCHWAB STRATEGIC TRSCHX$364.4K12,3810.05%flat10qHELD
AFLAC INCAFL$343.7K2,9310.05%-0.01pp15q-2.9%-$10.4K
PHILLIPS 66PSX$340.6K2,0150.05%-0.02pp12q-6.7%-$24.5K
VANGUARD WORLD FDMGK$336.7K3,8300.05%flat16q+400.0%+$269.4K
WALMART INCWMT$323.2K2,8540.04%flat27q+29.3%+$73.3K
LOWES COS INCLOW$322.8K1,4640.04%-0.01pp13qHELD
VANGUARD INDEX FDSVTI$320.0K8650.04%-0.01pp27q-11.8%-$42.9K
DEERE & CODE$311.5K4910.04%flat13q-2.6%-$8.2K
STEEL DYNAMICS INCSTLD$311.1K1,3560.04%flat3q-4.0%-$12.8K
VANGUARD INDEX FDSVB$309.8K1,0220.04%-newNEW
INTEL CORPINTC$305.8K2,1900.04%-newNEW
CRANE COMPANYCR$305.4K1,3690.04%flat8q+2.9%+$8.5K
WELLS FARGO & COWFC$280.1K3,3890.04%-0.01pp11q+1.3%+$3.6K
QUALCOMM INCQCOM$270.7K1,4650.04%-newNEW
CORNING INCGLW$265.9K1,0410.04%-newNEW
VANGUARD WORLD FDVGT$265.8K2,2240.04%-newNEW
VANGUARD INDEX FDSVO$264.9K3,2880.04%flat13q+300.0%+$198.7K
ISHARES TRIWM$253.0K8420.03%-0.01pp11q-27.7%-$96.7K
ALLIANCEBERNSTEIN HLDG L PAB$248.3K7,0510.03%-0.01pp23qHELD
GILEAD SCIENCES INCGILD$244.7K1,9370.03%-0.01pp6q-0.6%-$1.5K
NOVARTIS AGNVS$237.6K1,5160.03%flat3q+4.6%+$10.3K
DUKE ENERGY CORP NEWDUK$236.9K1,8710.03%-0.01pp13q-8.4%-$21.8K
MONDELEZ INTL INCMDLZ$235.7K4,0750.03%flat2q+8.4%+$18.3K
GE VERNOVA INCGEV$233.8K1990.03%-newNEW
SPDR SERIES TRUSTSPYG$228.6K1,9210.03%-newNEW
ILLINOIS TOOL WKS INCITW$225.8K8350.03%flat13qHELD
SYSCO CORPSYY$225.4K2,6970.03%-newNEW
CALAMOS STRATEGIC TOTAL RETUCSQ$224.4K10,9150.03%-0.01pp13q-18.2%-$49.9K
AMGEN INCAMGN$222.2K6130.03%-0.01pp3q-5.1%-$12.0K
DELTA AIR LINES INCDAL$220.8K2,3580.03%-newNEW
SEAGATE TECHNOLOGY HLDNGS PLSTX$219.1K2270.03%-newNEW
S&P GLOBAL INCSPGI$216.3K5310.03%-newNEW
ISHARES TRIGRO$213.2K2,4250.03%flat3qHELD
ISHARES TRIUSV$212.7K1,9310.03%-newNEW
SPDR INDEX SHS FDSSPDW$210.0K4,1680.03%-newNEW
ALLSTATE CORPALL$204.4K8590.03%-newNEW
PAYCHEX INCPAYX$203.7K2,0720.03%-newNEW
CHEVRON CORPORATIONCVX$203.0K1,2250.03%-0.02pp4q-5.0%-$10.8K
REGIONS FINANCIAL CORP NEWRF$201.7K6,6790.03%-newNEW
ALTRIA GROUP INCMO$201.1K2,7950.03%-newNEW
INDEPENDENCE RLTY TR INCIRT$179.9K10,7780.02%flat18qHELD
FS CREDIT OPPORTUNITIES CORPFSCO$52.6K10,5460.01%flat13qHELD

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Retail & Consumer 3.1%Computer Hardware 2.8%Semiconductors & Electronics 2.7%Software & IT Services 2.4%Capital Markets 1.7%Telecom & Media 1.5%Wholesale & Distribution 1.5%Other sectors 12.4%Not classified 71.9%
 
SectorValueShare
Retail & Consumer$22.9M3.1%
Computer Hardware$21.0M2.8%
Semiconductors & Electronics$19.8M2.7%
Software & IT Services$17.7M2.4%
Capital Markets$12.3M1.7%
Telecom & Media$11.3M1.5%
Wholesale & Distribution$11.2M1.5%
Other sectors$92.1M12.4%
Not classified$533.4M71.9%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$741.6M159227446758.5%24
Q1 2026$616.7M1441541637859.3%16
Q4 2025$990.4M2072878641233.6%28
Q3 2025$947.7M1913681472933.9%27
Q2 2025$796.8M1841373631130.3%18
Q1 2025$726.5M1822573574032.3%22
Q4 2024$734.8M19717109451734.0%29
Q3 2024$672.4M1973980542634.0%31
Q2 2024$606.2M1842681502434.4%33
Q1 2024$584.8M1822764691434.8%32
Q4 2023$537.0M1693064501738.9%36
Q3 2023$451.4M1561356661735.8%39
Q2 2023$475.0M1605572201534.8%45
Q1 2023$386.0M1201344431140.9%34
Q4 2022$361.4M1181641371042.2%44
Q3 2022$320.5M112937431441.7%35
Q2 2022$319.9M117593610342.8%43
Q1 2022$144.2M6121223478.2%33
Q4 2021$155.1M63023838077.2%42
Q3 2021$153.9M4433841910070.4%48
Q2 2021$135.1M595920278.4%26
Q1 2021$156.6M5671016481.1%35
Q4 2020$153.5M537229079.2%36
Q3 2020$134.3M4651412081.7%41
Q2 2020$102.0M4151512180.8%41
Q1 2020$79.7M3741571181.4%42
Q4 2019$101.1M44000083.6%120

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.