CPC Advisors, LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 741,604
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 159 | 741,604 | 13F-HR | CPC Advisors, LLC |
| Q1 2026 | 4/16/2026 | 144 | 616,749 | 13F-HR | CPC Advisors, LLC |
| Q4 2025 | 1/28/2026 | 207 | 990,432 | 13F-HR | CPC Advisors, LLC |
| Q3 2025 | 10/27/2025 | 191 | 947,651 | 13F-HR | CPC Advisors, LLC |
| Q2 2025 | 7/18/2025 | 184 | 796,829 | 13F-HR | Consolidated Planning Corp |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 369.9 K | 49.9% | 106 K | 0 | 106 K |
| ETFs | 371.7 K | 50.1% | 18.81 K | 0 | 18.81 K |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
741,604
Holdings
159
QoQ value change ($000)
124,855
(20.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.