Latest Cresta Advisors, Ltd. Stock Portfolio
Cresta Advisors, Ltd. Performance:
2026 Q1: -2.49%YTD: -2.49%2025: 11.03%
Performance for 2026 Q1 is -2.49%, and YTD is -2.49%, and 2025 is 11.03%.
About Cresta Advisors, Ltd. and 13F Hedge Fund Stock Holdings
On 2026-04-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cresta Advisors, Ltd. reported an equity portfolio of $244.2 Millions as of 31 Mar, 2026.
The top stock holdings of Cresta Advisors, Ltd. are SPY, VB, JAMF. The fund has invested 14.2% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 9.3% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off SALESFORCE INC (CRM), ADOBE INC (ADBE) and BLACKROCK MUNIYIELD QUALITY stocks. They significantly reduced their stock positions in VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and FIRST TR EXCHANGE TRADED FD (AIRR). Cresta Advisors, Ltd. opened new stock positions in GE AEROSPACE (GE) and HALLIBURTON CO (HAL). The fund showed a lot of confidence in some stocks as they added substantially to EATON VANCE MUN BD FD, ENBRIDGE INC (ENB) and CONSTELLATION BRANDS INC (STZ).
The top stock holdings of Cresta Advisors, Ltd. are SPY, VB, JAMF. The fund has invested 14.2% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 9.3% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off SALESFORCE INC (CRM), ADOBE INC (ADBE) and BLACKROCK MUNIYIELD QUALITY stocks. They significantly reduced their stock positions in VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and FIRST TR EXCHANGE TRADED FD (AIRR). Cresta Advisors, Ltd. opened new stock positions in GE AEROSPACE (GE) and HALLIBURTON CO (HAL). The fund showed a lot of confidence in some stocks as they added substantially to EATON VANCE MUN BD FD, ENBRIDGE INC (ENB) and CONSTELLATION BRANDS INC (STZ).
Cresta Advisors, Ltd. Annual Return Estimates Vs S&P 500
Our best estimate is that Cresta Advisors, Ltd. made a return of -2.49% in the last quarter. In trailing 12 months, it's portfolio return was 14.43%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ge aerospace | 709,425 |
| halliburton co | 237,606 |
New stocks bought by Cresta Advisors, Ltd.
Additions
| Ticker | % Inc. |
|---|---|
| eaton vance mun bd fd | 410 |
| enbridge inc | 370 |
| constellation brands inc | 116 |
| microsoft corp | 94.12 |
| ishares u s etf tr | 60.42 |
| nuveen amt free qlty mun inc | 43.02 |
| alphabet inc | 15.02 |
| ishares tr | 9.85 |
Additions to existing portfolio by Cresta Advisors, Ltd.
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard world fd | -15.11 |
| vanguard index fds | -13.21 |
| first tr exchange traded fd | -6.45 |
| first tr exchange-traded fd | -4.68 |
| meta platforms inc | -3.93 |
| spdr gold tr | -2.91 |
| apple inc | -1.31 |
| ishares tr | -1.2 |
Cresta Advisors, Ltd. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| blackrock muniyield quality | -293,490 |
| blackrock multi sector inc t | -91,420 |
| banco bilbao vizcaya argenta | -136,737 |
| ab active etfs inc | -153,285 |
| pimco corporate & income opp | -51,600 |
| northern lts fd tr iv | -151,313 |
| bank america corp | -145,585 |
| salesforce inc | -568,497 |
Cresta Advisors, Ltd. got rid off the above stocks
Sector Distribution
Cresta Advisors, Ltd. has about 76.4% of it's holdings in Others sector.
- Others
- Technology
- Communication Services
- Financial Services
- Consumer Cyclical
| Sector | % |
|---|---|
| Others | 76.4 |
| Technology | 15 |
| Communication Services | 2.6 |
| Financial Services | 1.6 |
| Consumer Cyclical | 1.6 |
Market Cap. Distribution
Cresta Advisors, Ltd. has about 12.9% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- SMALL-CAP
- MID-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 76.4 |
| MEGA-CAP | 11.2 |
| SMALL-CAP | 8.7 |
| MID-CAP | 2.1 |
| LARGE-CAP | 1.7 |
Stocks belong to which Index?
About 22.7% of the stocks held by Cresta Advisors, Ltd. either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 77.3 |
| S&P 500 | 11.9 |
| RUSSELL 2000 | 10.8 |
Cresta Advisors, Ltd. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Cresta Advisors, Ltd.
Cresta Advisors, Ltd. has 53 stocks in it's portfolio. About 68.3% of the portfolio is in top 10 stocks. SPY proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Cresta Advisors, Ltd. last quarter.
Last Reported on: 27 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.53 | 33,957 | 8,617,880 | reduced | -1.31 | ||
| AAXJ | ishares tr | 2.13 | 51,604 | 5,197,570 | added | 2.11 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABBV | abbvie inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABT | abbott labs | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACB | aurora cannabis inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACN | accenture plc ireland | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADBE | adobe inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADP | automatic data processing in | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AEP | american elec pwr co inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AFK | vaneck etf trust | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AFK | vaneck etf trust | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AIRR | first tr exchange traded fd | 0.10 | 3,700 | 252,636 | reduced | -6.45 | ||
| AMPS | ishares tr | 0.47 | 8,474 | 1,150,090 | added | 9.85 | ||
| AMZN | amazon com inc | 1.59 | 18,616 | 3,877,160 | added | 2.38 | ||
| AOA | ishares tr | 0.45 | 22,570 | 1,105,480 | unchanged | 0.00 | ||
| ARES | ares management corporation | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ARKF | ark etf tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||