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Latest Cresta Advisors, Ltd. Stock Portfolio

Cresta Advisors, Ltd. Performance:
2025 Q4: 0.16%YTD: 7.88%2024: 11.52%
Performance for 2025 Q4 is 0.16%, and YTD is 7.88%, and 2024 is 11.52%.

About Cresta Advisors, Ltd. and 13F Hedge Fund Stock Holdings

On 2026-02-03, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cresta Advisors, Ltd. reported an equity portfolio of $238.5 Millions as of 31 Dec, 2025.

The top stock holdings of Cresta Advisors, Ltd. are SPY, VB, JAMF. The fund has invested 14.2% of it's portfolio in SPDR S&P 500 ETF TR and 9.4% of portfolio in VANGUARD INDEX FDS.

They significantly reduced their stock positions in ISHARES TR (IJR), ALPHABET INC (GOOG) and PEPSICO INC (PEP). Cresta Advisors, Ltd. opened new stock positions in ISHARES U S ETF TR (CCRV), SALESFORCE INC (CRM) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), VANGUARD INDEX FDS (VB) and FIRST TR EXCHANGE TRADED FD (CARZ).

Cresta Advisors, Ltd. Annual Return Estimates Vs S&P 500

Our best estimate is that Cresta Advisors, Ltd. made a return of 0.16% in the last quarter. In trailing 12 months, it's portfolio return was 7.88%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares u s etf tr2,470,710
salesforce inc568,497
ishares tr494,263
eaton vance mun bd fd486,646
vanguard index fds430,781
vanguard specialized funds206,813
ishares tr161,043
ab active etfs inc153,285
New stocks bought by Cresta Advisors, Ltd.

Additions

Ticker% Inc.
select sector spdr tr116
vanguard index fds35.09
first tr exchange traded fd25.02
microsoft corp10.56
amazon com inc8.18
ishares tr6.93
first tr exchange traded fd6.89
schwab strategic tr6.45
Additions to existing portfolio by Cresta Advisors, Ltd.

Reductions

Ticker% Reduced
ishares tr-27.4
alphabet inc-19.16
pepsico inc-7.46
vanguard world fd-3.47
international bancshares cor-2.88
invesco exchange traded fd t-2.71
wisdomtree tr-2.58
enterprise prods partners l-1.51
Cresta Advisors, Ltd. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Cresta Advisors, Ltd.

Sector Distribution

Cresta Advisors, Ltd. has about 75.6% of it's holdings in Others sector.

Sector%
Others75.6
Technology15.7
Communication Services2.8
Consumer Cyclical1.9
Financial Services1.8

Market Cap. Distribution

Cresta Advisors, Ltd. has about 13.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED75.6
MEGA-CAP12.2
MID-CAP10.1
LARGE-CAP1.7

Stocks belong to which Index?

About 23.8% of the stocks held by Cresta Advisors, Ltd. either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others76.3
S&P 50013.3
RUSSELL 200010.5
Top 5 Winners (%)%
LLY
eli lilly & co
40.5 %
GOOG
alphabet inc
26.0 %
GLD
spdr gold tr
11.5 %
XLB
select sector spdr tr
10.9 %
IJR
ishares tr
9.6 %
Top 5 Winners ($)$
SPY
spdr s&p 500 etf tr
0.8 M
GOOG
alphabet inc
0.7 M
AAPL
apple inc
0.6 M
VB
vanguard index fds
0.5 M
VB
vanguard index fds
0.4 M
Top 5 Losers (%)%
XLB
select sector spdr tr
-41.2 %
META
meta platforms inc
-10.1 %
VZ
verizon communications inc
-7.3 %
MSFT
microsoft corp
-6.3 %
BIL
spdr series trust
-4.5 %
Top 5 Losers ($)$
XLB
select sector spdr tr
-3.6 M
META
meta platforms inc
-0.4 M
IJR
ishares tr
-0.2 M
IBOC
international bancshares cor
-0.1 M
CSD
invesco exchange traded fd t
-0.1 M

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 167 stocks in it's portfolio. About 68.4% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for Cresta Advisors, Ltd. last quarter.

Last Reported on: 03 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions