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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 9 of 11  ·  201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PDP INVESCO EXCHANGE TRADED FD T 2,562.0 $309K 0.15% -80.0 -3.0% $120.74 +18.5%
162 RPG INVESCO EXCHANGE TRADED FD T 6,575.0 $307K 0.15% $46.74 +26.2%
163 JEPQ J P MORGAN EXCHANGE TRADED F 5,503.0 $306K 0.15% NEW $55.52 +9.4%
164 NOC NORTHROP GRUMMAN CORP Industrials 440.0 $300K 0.14% $682.75 -19.2%
165 FAB FIRST TR EXCHANGE-TRADED ALP 3,110.0 $294K 0.14% $94.55 +4.3%
166 GOOGL ALPHABET INC Communication Services 1,013.0 $291K 0.14% $287.56 +35.2%
167 HD HOME DEPOT INC Consumer Cyclical 874.0 $287K 0.14% -45.0 -4.9% $328.89 -3.4%
168 SPLV INVESCO EXCH TRADED FD TR II 3,916.0 $286K 0.14% $73.14 +0.6%
169 MSI MOTOROLA SOLUTIONS INC Technology 654.0 $285K 0.14% $435.18 -6.1%
170 XHB SPDR SERIES TRUST 2,869.0 $283K 0.14% +880.0 +44.2% $98.72 +4.6%
171 XSVM INVESCO EXCHANGE TRADED FD T 4,600.0 $277K 0.13% $60.26 +11.5%
172 PSI INVESCO EXCHANGE TRADED FD T 2,922.0 $276K 0.13% $94.38 +69.6%
173 FIW FIRST TR EXCHANGE-TRADED FD 2,630.0 $271K 0.13% $103.13 +0.2%
174 CSM PROSHARES TR 3,590.0 $269K 0.13% +50.0 +1.4% $74.82 +15.3%
175 IWY ISHARES TR 1,051.0 $262K 0.13% +114.0 +12.2% $248.84 +18.5%
176 COWZ PACER FDS TR 4,154.0 $260K 0.13% +410.0 +10.9% $62.56 +2.5%
177 UNP UNION PAC CORP Industrials 1,060.0 $257K 0.12% $242.62 +15.2%
178 ORCL ORACLE CORP Technology 1,736.0 $255K 0.12% +141.0 +8.8% $147.11 +29.8%
179 IWR ISHARES TR 2,565.0 $249K 0.12% $97.23 +9.7%
180 ABBV ABBVIE INC Healthcare 1,136.0 $247K 0.12% $217.49 -1.0%
Page 9 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%