CENTRAL VALLEY ADVISORS, LLC

Q1 2026 13F-HR Holdings

Location
Sacramento, CA
Holdings as of
3/31/2026
Date filed
4/9/2026
Form type
13F-HR
Num holdings
187
Total value ($000)
$366,490
Net value change ($000)
+31,767 (9.5%)
New positions
41
Sold out positions
4
Turnover %
6.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 1/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VO 12,704 6197.1%
BRK-B 2,602 380.4%
TRN 2,200 NEW
AMCR 2,170 NEW
CVX 1,496 56.6%
BSCU 1,298 13.9%
BSCV 1,205 13.0%
EPD 940 46.7%
PAGP 932 27.9%
PLTR 904 132.4%
Top Reduces (Value $000, Stocks/ETFs)
JPM -2,388 -35.9%
MRK -2,308 -87.9%
ENOV -1,695 -100.0%
MSFT -1,637 -18.4%
AMCR -1,479 -100.0%
V -1,327 -40.5%
TT -1,204 -43.6%
CRM -1,097 -55.7%
HD -1,045 -35.0%
CB -988 -42.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type