Cerro Pacific Wealth Advisors LLC

Position in AI — C3.ai, Inc.

CIK 1842669 San Luis Obispo, CA

Position in AI

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$96,581

+$7,119 QoQ

Shares Held

10,625

0.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#190

of 316 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Cerro Pacific Wealth Advisors LLC holds $9,322,607 across 4 Software - Infrastructure names. AI ranks #4 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	19,618	$7,317,906
2	ORCL	Oracle Corp	11,410	$1,672,135
3	PANW	Palo Alto Networks Inc	692	$235,985
4	AI	C3.ai, Inc. This page	10,625	$96,581

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$96,581	10,625	0.0%	Shares	Sole	2026-07-15
2026-03-31	$89,462	10,625	0.0%	Shares	Sole	2026-04-13
2025-12-31	$143,225	10,625	-11.5%	Shares	Sole	2026-02-02
2025-09-30	$208,080	12,000	0.0%	Shares	Sole	2025-10-28
2025-06-30	$294,840	12,000	+17.9%	Shares	Sole	2025-07-25
2025-03-31	$214,183	10,175	—	Shares	Sole	2025-04-08
No filing history on record for this holder in this stock.