CPC Advisors, LLC
•CIK: 1805250•Filing: Q4 2025
**Consolidated Planning Corp** manages $990M across a diversified portfolio of 207 positions. The fund exhibits significant concentration in select names, notably maintaining substantial allocations to AVUS ($54.5M) and TCAF ($51.9M). Further top holdings include CGXU ($37.7M), HTAB ($36.6M), and MGMT ($29.8M). This structure suggests a focused, high-conviction approach within its investment mandate.
Total AUM
$990.4M
QoQ Performance
+4.5%
Positions
164
Top 10 Concentration
33.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AVUS
TCAF
AVUS5.5%
TCAF5.2%
CGXU3.8%
HTAB3.7%
MGMT3.0%
DIVO2.8%
ZROZ2.6%
AAPL2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other73.5%
Technology11.3%
Financial4.1%
Consumer3.3%
Industrial3.1%
Healthcare1.6%
Communication1.3%
Utilities1.0%
🚪 Exited Positionssold since Q3 2025
+11 more exited positions
Changes from Q3 2025
NEW25 new positions
↑85 increased
↓69 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023