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Portfolio (Quarterly) Guide ↗

Pacific Sun Financial Corp

· CIK 0000947517
13F Portfolio $206M AUM 201 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 81 Added 42 Reduced 9 Exited
Page 10 of 11  ·  201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SPHD INVESCO EXCH TRADED FD TR II 4,930.0 $245K 0.12% $49.61 +1.2%
182 FXU FIRST TR EXCHANGE-TRADED FD 4,800.0 $238K 0.12% $49.59 -1.7%
183 MGV VANGUARD WORLD FD 1,617.0 $234K 0.11% +120.0 +8.0% $144.95 +8.8%
184 VPU VANGUARD WORLD FD 1,170.0 $232K 0.11% $198.14 -1.2%
185 XLU SELECT SECTOR SPDR TR 5,042.0 $231K 0.11% $45.89 -1.6%
186 VOOG VANGUARD ADMIRAL FDS INC 565.0 $230K 0.11% +20.0 +3.7% $407.69 -79.6%
187 PSR INVESCO ACTIVELY MANAGED EXC 2,425.0 $225K 0.11% $92.60 +11.5%
188 EMR EMERSON ELEC CO Industrials 1,700.0 $223K 0.11% $131.02 +6.6%
189 XLG INVESCO EXCHANGE TRADED FD T 4,077.0 $222K 0.11% +40.0 +1.0% $54.55 +16.8%
190 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 638.0 $216K 0.10% NEW $338.89 +24.7%
191 FYC FIRST TR EXCHANGE-TRADED ALP 2,220.0 $215K 0.10% $96.98 +20.6%
192 PSCM INVESCO EXCH TRADED FD TR II 2,160.0 $214K 0.10% NEW $99.05 +7.4%
193 USMV ISHARES TR 2,301.0 $213K 0.10% $92.74 +3.6%
194 VLU SPDR SERIES TRUST 990.0 $213K 0.10% $214.98 +10.1%
195 SPY STATE STR SPDR S&P 500 ETF T Financial Services 317.0 $207K 0.10% -15.0 -4.5% $652.19 +15.1%
196 NET CLOUDFLARE INC Technology 1,000.0 $206K 0.10% NEW $206.34 +1.4%
197 ARKK ARK ETF TR 3,015.0 $204K 0.10% -220.0 -6.8% $67.59 +15.3%
198 ACHR ARCHER AVIATION INC Industrials 31,865.0 $165K 0.08% +5K +19.6% $5.17 +26.7%
199 JOBY JOBY AVIATION INC Industrials 15,170.0 $125K 0.06% NEW $8.26 +39.0%
200 TTEC TTEC HLDGS INC Technology 14,500.0 $36K 0.02% $2.50 +5.6%
Page 10 of 11  ·  201 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.6%
Consumer Cyclical 13.3%
Financial Services 13.0%
Real Estate 12.6%
Communication Services 9.1%
Consumer Defensive 5.8%
Industrials 4.9%
Healthcare 3.3%
Energy 1.4%
Utilities 0.9%