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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 7 of 11  ·  201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 UDR UDR INC Real Estate 15,859.0 $536K 0.26% +580.0 +3.8% $33.78 +12.5%
122 AVB AVALONBAY CMNTYS INC Real Estate 3,239.0 $534K 0.26% +158.0 +5.1% $164.98 +12.5%
123 PHO INVESCO EXCHANGE TRADED FD T 7,973.0 $533K 0.26% +195.0 +2.5% $66.86 -1.5%
124 HDV ISHARES TR 3,909.0 $531K 0.26% $135.72 -79.7%
125 XTL SPDR SERIES TRUST 2,790.0 $525K 0.25% +50.0 +1.8% $188.06 +29.0%
126 IWF ISHARES TR 1,185.0 $505K 0.24% +156.0 +15.2% $426.40 -70.3%
127 XLY SELECT SECTOR SPDR TR 4,490.0 $489K 0.24% +78.0 +1.8% $108.98 +11.5%
128 VFMO VANGUARD WELLINGTON FD 2,424.0 $478K 0.23% +285.0 +13.3% $197.12 +19.5%
129 FSTA FIDELITY COVINGTON TRUST 9,057.0 $474K 0.23% -193.0 -2.1% $52.33 +1.8%
130 WMT WALMART INC Consumer Defensive 3,730.0 $464K 0.23% +46.0 +1.2% $124.52 -5.1%
131 IYK ISHARES TR 6,406.0 $449K 0.22% -130.0 -2.0% $70.03 +3.3%
132 PM PHILIP MORRIS INTL INC Consumer Defensive 2,560.0 $427K 0.21% -40.0 -1.5% $166.81 +7.8%
133 PYZ INVESCO EXCHANGE TRADED FD T 3,560.0 $427K 0.21% $119.83 +9.1%
134 XMVM INVESCO EXCHANGE TRADED FD T 6,523.0 $425K 0.21% +170.0 +2.7% $65.12 +5.6%
135 XLP SELECT SECTOR SPDR TR 5,150.0 $422K 0.20% -210.0 -3.9% $81.98 +3.3%
136 SMH VANECK ETF TRUST 1,087.0 $417K 0.20% -6.0 -0.6% $383.40 +57.5%
137 RDVY FIRST TR EXCHANGE TRADED FD 6,100.0 $417K 0.20% $68.28 +10.6%
138 AIQ GLOBAL X FDS 8,876.0 $414K 0.20% +2K +34.0% $46.67 +42.3%
139 IJS ISHARES TR 3,455.0 $409K 0.20% +60.0 +1.8% $118.45 +11.2%
140 VOT VANGUARD INDEX FDS 1,590.0 $409K 0.20% $257.35 +15.9%
Page 7 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%