Fund Holdings

CVFG LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR SERIES TRUST0584,153+584,153046,183,0885.74%+46,183,088
SPDR SERIES TRUST0269,679+269,679026,404,2433.28%+26,404,243
WISDOMTREE TR(WT)0266,242+266,242023,386,7032.91%+23,386,703
NVIDIA CORPORATION(NVDA)0146,545+146,545025,557,4093.18%+25,557,409
INVESCO EXCH TRADED FD TR II0119,217+119,217028,328,2693.52%+28,328,269
SPDR SERIES TRUST0202,616+202,616015,508,2181.93%+15,508,218
APPLE INC(AAPL)081,665+81,665020,725,8702.58%+20,725,870
VERTIV HOLDINGS CO(VRT)047,567+47,567011,919,3711.48%+11,919,371
MICROSOFT CORP(MSFT)040,843+40,843015,118,9921.88%+15,118,992
ELI LILLY & CO(LLY)016,904+16,904015,547,9811.93%+15,547,981
INVESCO EXCH TRD SLF IDX FD0670,503+670,503011,210,2011.39%+11,210,201
ARGAN INC020,151+20,151010,975,2451.36%+10,975,245
INVESCO EXCH TRD SLF IDX FD0560,692+560,692010,462,7211.30%+10,462,721
INVESCO EXCH TRD SLF IDX FD0521,129+521,129010,177,6671.27%+10,177,667
BLOOM ENERGY CORP074,645+74,645010,113,6521.26%+10,113,652
AMAZON COM INC(AMZN)059,013+59,013012,290,6311.53%+12,290,631
JPMORGAN CHASE & CO(JPM)035,992+35,992010,587,3021.32%+10,587,302
CATERPILLAR INC(CAT)013,993+13,99309,913,4911.23%+9,913,491
ALPHABET INC(GOOG)040,810+40,810011,735,2811.46%+11,735,281
INVESCO EXCH TRD SLF IDX FD0453,297+453,29709,257,6901.15%+9,257,690
SEAGATE TECHNOLOGY HLDNGS PL022,691+22,69108,889,4261.11%+8,889,426
UBIQUITI INC(UI)011,159+11,15908,818,8491.10%+8,818,849
CARDINAL HEALTH INC(CAH)038,666+38,66608,170,5131.02%+8,170,513
TTM TECHNOLOGIES INC(TTMI)082,969+82,96908,082,8411.00%+8,082,841
NETFLIX INC.(NFLX)082,395+82,39507,922,2920.98%+7,922,292
CHUBB LTD SWITZ022,477+22,47707,325,9020.91%+7,325,902
SCHWAB STRATEGIC TR0230,536+230,53607,072,8430.88%+7,072,843
CELESTICA INC(CLS)024,119+24,11906,793,8400.84%+6,793,840
PARKER-HANNIFIN CORP(PH)07,583+7,58306,788,5650.84%+6,788,565
CONSTELLIUM SE(CSTM)0273,220+273,22006,715,7480.83%+6,715,748
ARISTA NETWORKS INC(ANET)054,520+54,52006,693,9680.83%+6,693,968
SPDR INDEX SHS FDS0173,756+173,75606,357,7370.79%+6,357,737
ARGENX SE(ARGX)08,517+8,51706,219,5410.77%+6,219,541
HOWMET AEROSPACE INC(HWM)026,846+26,84606,186,9300.77%+6,186,930
TRAVELERS COMPANIES INC(TRV)021,041+21,04106,137,2280.76%+6,137,228
INVESCO EXCH TRD SLF IDX FD0296,316+296,31605,815,2070.72%+5,815,207
LOCKHEED MARTIN CORP(LMT)09,577+9,57705,788,2110.72%+5,788,211
WALMART INC(WMT)050,908+50,90806,326,7910.79%+6,326,791
ELBIT SYS LTD(ESLT)06,488+6,48805,508,8960.68%+5,508,896
CARPENTER TECHNOLOGY CORP(CRS)013,855+13,85505,460,9510.68%+5,460,951
MICRON TECHNOLOGY INC(MU)016,106+16,10605,441,2500.68%+5,441,250
CIENA CORP(CIEN)013,815+13,81505,363,3980.67%+5,363,398
WASTE MGMT INC DEL(WM)023,168+23,16805,323,7760.66%+5,323,776
ADVANCED MICRO DEVICES INC(AMD)027,788+27,78805,652,9130.70%+5,652,913
L3HARRIS TECHNOLOGIES INC(LHX)014,486+14,48604,999,8430.62%+4,999,843
PALANTIR TECHNOLOGIES INC(PLTR)036,399+36,39905,324,4460.66%+5,324,446
BARRICK MNG CORP(B)0105,480+105,48004,302,5290.53%+4,302,529
ALPHABET INC(GOOG)019,182+19,18205,502,6620.68%+5,502,662
SSR MINING IN(SSRM)0144,944+144,94404,261,3530.53%+4,261,353
SPDR SERIES TRUST073,620+73,62004,165,4400.52%+4,165,440
HECLA MINING COMPANY(HL)0223,012+223,01204,154,7140.52%+4,154,714
MCDONALDS CORP(MCD)014,705+14,70504,570,0350.57%+4,570,035
QUANTA SVCS INC07,362+7,36204,041,8860.50%+4,041,886
TUTOR PERINI CORP(TPC)051,990+51,99004,013,1090.50%+4,013,109
ABBVIE INC(ABBV)019,661+19,66104,275,9970.53%+4,275,997
LINDE PLC(LIN)08,506+8,50604,216,7070.52%+4,216,707
CHEVRON CORPORATION(CVX)019,318+19,31803,996,8440.50%+3,996,844
POWER SOLUTIONS INTL INC(PSIX)060,170+60,17003,663,1500.46%+3,663,150
HERSHEY CO(HSY)017,381+17,38103,613,3360.45%+3,613,336
HESAI GROUP(HSAI)0186,930+186,93003,574,1020.44%+3,574,102
WILLDAN GROUP INC(WLDN)044,550+44,55003,410,7480.42%+3,410,748
EMBRAER S.A.(EMBJ)053,945+53,94503,201,0970.40%+3,201,097
PHIBRO ANIMAL HEALTH CORP(PAHC)053,560+53,56002,962,4040.37%+2,962,404
ADVANCED ENERGY INDS09,140+9,14002,949,5690.37%+2,949,569
EMCOR GROUP INC(EME)03,792+3,79202,799,6720.35%+2,799,672
CARVANA CO(CVNA)08,807+8,80702,768,7470.34%+2,768,747
SEZZLE INC(SEZL)043,230+43,23002,736,0270.34%+2,736,027
SUPER MICRO COMPUTER INC(SMCI)0119,930+119,93002,730,8080.34%+2,730,808
HOME DEPOT INC(HD)011,267+11,26703,705,6160.46%+3,705,616
SPOTIFY TECHNOLOGY S A(SPOT)05,526+5,52602,679,6130.33%+2,679,613
COHERENT CORP(COHR)011,214+11,21402,671,2870.33%+2,671,287
COMFORT SYS USA INC(FIX)01,910+1,91002,633,8720.33%+2,633,872
UNION PAC CORP(UNP)014,086+14,08603,417,5390.42%+3,417,539
HONEYWELL INTL INC(HON)012,036+12,03602,720,5700.34%+2,720,570
BROADRIDGE FINL SOLUTIONS IN(BR)015,157+15,15702,462,7090.31%+2,462,709
EXPEDITORS INTL WASH INC(EXPD)016,881+16,88102,417,8660.30%+2,417,866
GOLDMAN SACHS ETF TR018,713+18,71302,341,5180.29%+2,341,518
COEUR MNG INC(CDE)0123,599+123,59902,319,9540.29%+2,319,954
OR ROYALTIES INC.(OR)060,356+60,35602,294,7350.29%+2,294,735
ISHARES TR010,113+10,11306,606,0680.82%+6,606,068
RTX CORPORATION(RTX)013,342+13,34202,573,6390.32%+2,573,639
AGNICO EAGLE MINES LTD(AEM)010,808+10,80802,193,8080.27%+2,193,808
ELDORADO GOLD CORP NEW(EGO)063,010+63,01002,163,1330.27%+2,163,133
COCA COLA CO(KO)037,328+37,32802,838,7880.35%+2,838,788
JOHNSON & JOHNSON(JNJ)010,290+10,29002,515,2410.31%+2,515,241
COMPANIA DE MINAS BUENAVENTU(BVN)056,545+56,54502,037,8820.25%+2,037,882
VANGUARD SCOTTSDALE FDS017,755+17,75501,947,5900.24%+1,947,590
META PLATFORMS INC(META)04,995+4,99502,857,8160.36%+2,857,816
CECO ENVIRONMENTAL CORP(CECO)030,464+30,46401,815,0450.23%+1,815,045
CENTERRA GOLD INC(CGAU)098,310+98,31001,748,9360.22%+1,748,936
SOUTHERN CO(SO)023,787+23,78702,295,8830.29%+2,295,883
DOVER CORP(DOV)08,045+8,04501,677,0180.21%+1,677,018
OKEANIS ECO TANKERS COR031,665+31,66501,601,9330.20%+1,601,933
VANGUARD INDEX FDS03,236+3,23601,933,5150.24%+1,933,515
KINROSS GOLD CORP(KGC)049,258+49,25801,503,3540.19%+1,503,354
WHEATON PRECIOUS METALS CORP(WPM)010,573+10,57301,385,1750.17%+1,385,175
INDIVIOR PHARMACEUTICALS INC(INDV)045,039+45,03901,372,7890.17%+1,372,789
EMERSON ELEC CO(EMR)010,307+10,30701,350,3730.17%+1,350,373
DELTA AIR LINES INC(DAL)020,000+20,00001,329,6000.17%+1,329,600
COSTCO WHOLESALE CORPORATION(COST)01,830+1,83001,823,6000.23%+1,823,600
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